Performance Analyst - Charleston, United States - Clearstead Advisors, LLC

Description

We are seeking a

Performance Analyst

at our downtown Cleveland, Ohio wealth management firm.

This position will support the firm by managing and overseeing the data integrity of our systems to provide accurate, current, and timely information to support quality assurance and reporting requirements.

This position offers work from home flexibility 2 days per week after initial training period.

Position responsibilities:
Onboards new clients and new accounts and ensures the accuracy of historical data conversion where applicable
Conducts daily account reconciliation, identifies and troubleshoots data issues for all divisions in a timely manner
Oversees data aggregate provider(s) to ensure correct data automation, timeliness, and accuracy
Conducts internal audits to ensure accuracy and timeliness of data
Audits all investment reports to ensure data accuracy
Provides various internal and external audit reports
Prepares and updates Investment Department procedures as needed
Works closely with the Database Coordinators and other Analysts to proactively review accounts for accuracy and data aggregation timeliness
Communicates with custodians, platform providers, data aggregators, and clients as needed
Focuses on continuous process improvement
Maintains procedures manual
Completes other duties and special projects as assigned
Requirements

Essential skills and experience:
Bachelor's Degree or equivalent work experience
2-5 years of related experience at an investment management firm, accounting firm or financial institution
Strong analytical skills and attention to detail
Understanding of and interest in investments and performance calculation
Ability to interpret alternative investments statements and cash flows, primarily hedge funds and private equity, a plus
Ability to work under pressure, organize and manage multiple priorities while meeting deadlines and be flexible in working on multiple projects simultaneously
Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook)
Experience with Tamarac, Portfolio Center, Addepar, and ByAllAccounts a plus
Develops a basic familiarity of the tools available to complete assigned projects in a paperless environment
Excellent interpersonal and communication skills
Strong team player
Commitment to company values
Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from all 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.

The qualified candidate can expect:
A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging
An opportunity to work with high-profile private clients and institutions across the country
A competitive base salary with an incentive bonus program
401(k) Savings plan with company contributions
Health, Dental, Vision, and Long-term disability insurances
Generous paid time off program
We are independent institutional investment and private wealth advisory firm in Cleveland, Ohio.
Our institutional clients include retirement funds, endowments, foundations, and higher educational institutions and healthcare organizations. Our private clients are families, individuals, and related entities.

There's a popular line at Clearstead, "There are no sharp elbows." There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm.

Our culture is collaborative and collegial and encourages sharing of information and ideas. This helps us attract and retain strong and motivated individuals.

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