Career Opportunities at Hartland & Co.
About Hartland & Co.
Hartland & Co. is a prominent independent investment advisory firm. We advise more than 300 insitutitional and private clients on nearly $11 billion of assets. In 2011 Hartland & Co. acquired Chess Financial Corporation, a well-respected financial advisory firm located in Beachwood, Ohio. With the Chess acquisition, our firm has 45 employees, inclucing over 20 investment professionals.
Hartland & Co. was founded in 1989 on the belief that clients are best served by independent firms. The firm strives to be free of conflicts of interest and seeks to provide objective investment and financial advice to its clients. Today Hartland & Co. is owned entirely by its professionals and board of directors and has 16 shareholders.
Position: Associate Consultant
Location: Cleveland, Ohio
Type: Full time
Position Overview
An Associate Consultant serves as a member of a team that works directly with clients to provide investment and financial counsel. Responsibilities include, but are not limited to, development of investment policy, asset allocation modeling, spending policy analysis, performance attribution, performance monitoring, investment research projects and preparation of client meeting materials. The Associate Consultant also reviews and finializes clients' quarterly evaluation reports and monthly flash reports, providing a summary analysis to the consultants. A successful Associate Director will have the opportunity to advance and to become a shareholder in the firm.
Position Requirements
- 2-5 years of investment-related experience
- A Bachelors Degree at a minimum, but preferably a MBA or other advanced degree
- Chartered Financial Analyst® charter holder or in pursuit of the CFA® designation
- Strong written and oral communication skills
- Ability to conduct quantitative analysis with a critical eye
- In-depth understanding of quanitative statistics and methods used to evaluate investment managers
- Ability to successfully manage multiple assignments and tasks in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
- Facility with computer applications, proficient in spreadsheets and graphics
- Comfortable dealing with high-level decision makers
- General intellectual curiosity, especially about global capital markets
- High standards of quality, professionalism and ethics
- Enjoy working in a team environment
- Committed to quality in every facet of the position
Essentially, we are seeking a bright, highly motivated individual who is interested in working in a client-focused entrepreneurial environment.
Compensation, benefits and opportunities
- The opportunity to join a growing and dynamic employee-owned firm that offers professional growth in an exciting and intellectually challenging industry
- An opportunity to work with high-profile institutions across the country
- A competitive base salary with an incentive bonus program
- 401(k) Savings Plan with company contributions
- Company-paid Health, Dental, and Disability Insurance
- Company sponsorship in the Chartered Financial Analyst® program
Position: Associate Consultant
Location: Cleveland, Ohio
Type: Full time
Job Description
We are seeking an experienced professional for this role and would prefer 2-7 years of pension consulting or actuarial experience. Excellent presentation and writing skills, along with a solid technical background, including significant knowledge of defined benefit plan is required for this position. An advanced degree and of the CFA® designation (or progress toward these credentials) is preferred.
Consultants service all aspects of client relationships and are directly responsible for managing client engagements.
Responsibilities
Responsibilities include, but are not limited to:
- Preparing asset liability modeling studies, including cash flow analysis
- Providing consulting advice on plan design, investment strategy and structure
- Maintaining knowledge of pension trends, best practices and regulatory changes concerning defined benefit plans
- Providing support to senior consultants on complex pension situations as needed
- Meeting with clients and responding to their needs and objectives
- Assisting in the preparation of research pieces on timely investment or regulatory topics
Requirements
- Two years of pension consulting or actuarial experience
- Bachelor's degree in Finance or Economics; MBA and CFA are a plus
- Ability to successfully manage multiple assignments and tasks in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
- Enjoy working in a team environment
- Ability to conduct quantitative analysis with a critical eye
- Strong written and oral communication skills
- Facility with computer applications, proficient in spreadsheets and graphics
- Comfortable dealing with high-level decision makers
- Possess high standards of quality, professionalism and ethics
- General intellectual curiosity, especially as it relates to the global capital markets
Essentially, we are seeking a bright, highly motivated individual who is interested in working in a client-focused entrepreneurial environment.
We provide the qualified candidate the following:
- The opportunity to join a growing and dynamic employee-owned firm that offers professional growth in an exciting and intellectually challenging industry
- An opportunity to work with high-profile institutions across the country
- A competitive base salary with an incentive bonus program
- 401(k) Savings Plan with company contributions
- Company-paid Health, Dental, and Disability Insurance
- Company sponsorship in the Chartered Financial Analyst® program
Please contact:
Mr. David C. Fulton, Jr.
President
Hartland & Co.
1100 Superior Avenue, Suite 1616
Cleveland, Ohio 44114
(216) 621-1090
fulton@hartlandco.com
