Private Wealth Investment Associate

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

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.

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.

• 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.

• 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, Deal Cloud, 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.

• 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.

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…