Employee-Owned Private Wealth Investment Associate

CFA Institute; Beachwood (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid time off

CFA exam support

Job summary

CM Wealth is seeking an Investment Associate to join our Beachwood, Ohio team. The role combines institutional asset management, investment research, and portfolio analysis, with exposure to manager selection, performance review, and private capital pacing.

You will work closely with senior investment professionals, build relationships with managers, and contribute to decisions that shape client portfolios.

Qualifications

• One to five years of wealth management/investment experience.
• Strong analytical and communication skills.
• Ability to work with senior professionals in a small team.

Responsibilities

• Support manager research, due diligence, and monitoring across markets.
• Analyze performance, risk, and exposures to guide investments.
• Prepare portfolio reviews and client materials for committee meetings.
• Collaborate on private capital and opportunity assessments.

Skills

Financial analysis

Portfolio construction

Quantitative analysis

Communication

Attention to detail

Education

Bachelor's degree

Tools

Excel

DealCloud

Addepar

Nasdaq eVestment

Job description

CM Wealth is seeking an Investment Associate to join our Beachwood, Ohio team. The role combines institutional asset management, investment research, and portfolio analysis, with exposure to manager selection, performance review, and private capital pacing.

You will work closely with senior investment professionals, build relationships with managers, and contribute to decisions that shape client portfolios.