Investment Analyst

Primary Responsibilities 

• Track and monitor the investment performance of client portfolios:
  • Enter client investments’ data using bank and manager statements or verify imported data into Performance Measurement System.
  • Verify current and historical work for correct entry, accuracy, and proper codes.
  • Produce quarterly and monthly performance reports for client meetings.
  • Produce private markets-focused reports for subset of clients.
  • Create custom spreadsheets and analysis.
  • Keep Consultants, research members, and Marketing Coordinator informed of the status of the Performance Reports and other projects.
  • Manager Monitoring
    • Collect, reconcile, and analyze data used to calculate investment manager returns.
    • Resolve data issues with custodians and portfolio managers.
    • Provide input on portfolio performance/attribution to Consultants. Some commentary required.
• Public/Private Markets Research Group:
  • Annual Real Estate survey compilation.
  • Annual asset class reviews.
  • Database maintenance.
  • Ad-hoc projects.
• Record Maintenance:
  • Create electronic copies of the Performance Reports and all clients’ deliverables.
  • Maintain account notes for all sponsors/plans, monthly reconciliation spreadsheets, and update information in CRM.
• Additional Items:
  • Assist Research departments e.g., write TOI, attend public and private markets manager meetings, contribute to monthly capital markets updates, assist with searches or other projects and analysis.
• Client Service:
  • Provide client support.
  • Provide Consultant support including input on portfolio performance/attribution. Some written commentary required.

Required Qualifications: 

• Bachelor’s degree in Business, preferably Finance, Economics, or Accounting
• General investment and financial market knowledge particularly performance measurement methodologies and issues
• Strong organizational and time management skills with the ability to prioritize competing demands in a fast-paced environment.
• Excellent written and verbal communication skills, with the capacity to formulate well-reasoned opinions and present them clearly to stakeholders.
• Demonstrated ability to collaborate cross-functionally, exercise sound judgment, and apply creative problem-solving to make effective use of available resources.

Skills and Competencies: 

• Demonstrate strong and effective communication, organizational and time management skills. 
• Ability to work in a team based/collaborative environment. 
• Must accept and thrive in a fast-paced, changing environment. 
• Adherence to all compliance policies & procedures. 
• Demonstrate the Cerity Partners culture.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.  
• Must be able to lift up to 15 pounds at times.

Compensation Range:

$81,000 - $90,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.