Job Description

We are seeking a Financial Services Intern (paid internship) for our downtown Cleveland, Ohio office in May/June, 2021.  This position will assist members of various departments including Research, Institutional Consulting and Portfolio Management.    

Essential Job Functions:       

• Research
  • Supports research coverage for all strategies including quarterly performance and attribution assessment of investment managers
  • Creates written reports for all strategies within assigned asset class
  • Conducts economic and market research and analysis as needed
• Institutional Consulting
  • Researches and solves client issues and address clients’ investment and financial needs
  • Coordinates and assists Marketing with all RFP responses
  • Conducts investment research projects and analyzes/evaluates data to provide sound investment recommendations
  • Coordinates and finalizes client meeting materials
• Portfolio Management
  • Participates in research meetings to gain a firm understanding of investment strategies
  • Develops knowledge of clients by attending team meetings, reviewing CRM notes, studying client files
  • Proactively reviews investment portfolios for clients and prepares trades using Tamarac Rebalancer software
  • Works on special projects regarding portfolio management and trading

Required Qualifications:

• Working toward Bachelor’s Degree or MBA in Finance
• Pursuit of the CFA® designation a plus
• Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
• Excellent interpersonal and communication skills, written and verbal
• Ability to conduct quantitative analysis with a critical eye
• Enjoy working in a team environment

CLEARSTEAD IS COMMITTED TO BUILDING A CULTURALLY DIVERSE WORKFORCE AND STRONGLY ENCOURAGES APPLICATIONS FROM WOMEN AND MINORITIES.

 We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

We are Clearstead…an independent institutional and wealth advisory firm in Cleveland, Ohio.

 We advise nearly 125 institutions and 550 private clients on more than $20 billion of assets. Our institutional clients include retirement funds, endowments and foundations, and healthcare organizations. Our private clients are families, individuals, and related entities.

 Our firm was established in 1989 and is owned 100% by its professionals and Board of Directors. Our only source of revenue is fees paid by our clients for financial advice. We are not affiliated with any firm, nor do we receive revenue from any source that impairs our ability to provide objective advice.

 Our independence assures our clients of top quality, objective service, in our investment, tax, estate, and financial advice. Our independence also helps us attract and retain top people. 

Clearstead is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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