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

Investment Associate

Join a lean, institutional-caliber investment team at an employee-owned multi-family office.

CM Wealth

Founded in 1983 as a single-family office, CM Wealth is an employee-owned multi-family office managing $2.4+ billion. We invest with a long-term, multi-generational perspective across asset classes with a special focus on less efficient markets.

Our portfolios are primarily implemented through investment managers rather than individual securities. We also manage a significant private capital program on behalf of our client families. CM Wealth’s internally managed private capital vehicles represent approximately $800 million in commitments and nearly $500 million in assets across venture capital, buyouts, growth equity, real assets, private credit, and direct and co-investments.

Our purpose is to steward capital across generations. That mission shapes how we invest, how we serve our client families, and how we build our team.

The Opportunity

CM Wealth is seeking an Investment Associate to join our five-person investment team in Beachwood, Ohio. This is a high-ownership position on a collaborative team of generalists investing across public and private markets.

The role combines elements of institutional asset management, private wealth management, investment research, portfolio analysis, and process improvement. The successful candidate will work directly with senior investment professionals and firm partners, gaining exposure to manager selection, portfolio construction, private capital pacing, performance analysis, and Investment Committee decision-making.

The Associate’s primary focus will be investment research, portfolio analysis, reporting, and execution. The position requires someone who is articulate and personable and can build trusted relationships with investment managers, industry peers, and colleagues across the firm.

We give team members meaningful responsibility, clear expectations, direct access to senior investors, and the autonomy to identify and solve problems. As a small team, we also expect each person to contribute beyond a narrowly defined job description.

What You'll Do

Investment Research and Portfolio Management

• Support manager research, due diligence, selection, and ongoing monitoring across public and private markets.
• Analyze investment performance, attribution, risk, portfolio positioning, and manager exposures.
• Develop a deep working knowledge of existing managers and serve as an internal resource on their strategies, performance, and role within client portfolios.
• Contribute to portfolio construction and asset-allocation analysis under the direction of senior team members.
• Prepare quarterly portfolio reviews, market updates, client presentation materials, and Investment Committee memoranda.
• Participate in Investment Committee meetings, with the expectation of progressing from observer to active contributor.

Data, Technology, and Execution

• Support senior team members in monitoring client portfolios and responding to internal investment-related requests.
• Become a power user of the investment team’s core technology platforms, including Addepar, DealCloud, and Nasdaq eVestment.
• Use AI and other productivity tools thoughtfully to improve research, analysis, reporting, and team workflows.
• Identify and resolve investment-data and reporting issues in collaboration with operations, client service, and external providers.
• Improve recurring processes and help the investment team operate efficiently as the firm and its investment program continue to grow.
• Take ownership of new projects as the team’s needs evolve and bring forward ideas for doing our work better.

Private Capital

• Support the evaluation and ongoing monitoring of CM Wealth’s private capital managers, direct investments, and co-investments.
• Analyze portfolio exposures, investment performance, valuations, and underlying company developments.
• Assist with qualitative and quantitative due diligence on private market managers and investment opportunities.
• Maintain accurate portfolio data and help identify emerging opportunities, exposures, and risks.
• These responsibilities describe the principal functions of the position but are not exhaustive. The role will evolve with the individual, the team, and the firm.

What We Are Looking For

We expect the strongest candidates to have one to five years of relevant experience at a wealth management firm, family office, investment consultant, endowment, foundation, pension, asset manager, or similar institutional platform.

The successful candidate will demonstrate:

• Genuine curiosity about markets, investment managers, portfolio construction, and business models.
• A solid grounding in financial and investment fundamentals.
• Strong quantitative, analytical, writing, and communication skills.
• Exceptional attention to detail and a commitment to producing accurate, reliable, and high-quality work on time.
• The ability to work independently while collaborating closely with a small team.
• A willingness to take initiative, identify problems, recommend solutions, and follow through.
• Intellectual honesty and the ability to revise a view when the evidence changes.
• Comfort learning and using investment, data, and productivity tools, including Excel and other Microsoft Office and AI-enabled applications.
• High integrity, sound judgment, low ego, and a willingness to contribute wherever needed.
• The interpersonal maturity to build productive relationships with colleagues, investment managers, and other industry professionals.
• A bachelor's degree.

Location & Flexibility

This is a full-time, primarily in-office position based in Beachwood, Ohio. We believe in-person engagement is particularly valuable for early-career professionals because it accelerates learning, mentorship, and collaboration.

Limited work-from-home flexibility may be available after onboarding and based on the needs of the team. We also offer reasonable flexibility around individual schedules while expecting responsiveness, accountability, and consistently high-quality work.

Periodic travel may be required for manager meetings, due diligence, annual meetings, conferences, and other industry events.

Development and Long-Term Opportunity

The Associate will receive direct exposure to senior investment professionals and firm partners and will have opportunities to assume increasing responsibility as their judgment, knowledge, and capabilities develop.

CM Wealth is employee-owned. While ownership is neither immediate nor guaranteed, team members who build successful long-term careers with the firm may have opportunities to participate in ownership over time.

Compensation & Benefits

CM Wealth offers a competitive base salary and a discretionary performance-based bonus, with compensation determined by experience and qualifications.

Benefits include:

• Medical, dental, and vision coverage
• 401(k) plan, profit sharing plan after meeting certain requirements
• Paid time off
• Support for CFA examinations, professional development, and continuing education

Equal Opportunity

CM Wealth is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.