Cerity Partners is seeking a highly motivated and detail-oriented Associate to join our Portfolio Management Team. As an Associate on the Portfolio Management team, you will play a crucial role in supporting Portfolio Management initiatives that will impact Cerity Partners colleagues and clients nationwide. This individual will work closely with cross-functional teams to understand business needs and develop platforms. The ideal candidate will have a strong background in Investments and Wealth Management Operations.
Primary Responsibilities
Data Management & System Oversight: Oversee and maintain platform updates; synthesize, monitor, and validate portfolio management system functionality and accuracy.
Investment Analysis & Support: Support implementation and use of portfolio management initiatives by Cerity Partners Colleagues across the nation.
Portfolio Management Operations: Support and contribute to various initiatives in alignment with our Portfolio Management goals.
Technology & Software Research: Assist in researching available software solutions to enhance firm-wide workflows and offerings.
Collaboration: Collaborate with Investment Research, Compliance, Wealth Management Operations, Technology, Business Intelligence, and Wealth Management Advisory Colleagues to contribute to Portfolio Management projects.
Required Qualifications:
Bachelor’s degree in finance, accounting, economics or related field. Master's degree or relevant advanced designation preferred.
3+ years of experience in investment management, financial analysis, or related role. Experience with Salesforce, Portfolio Reporting Systems, and Investment Research Platforms is a plus.
Strong analytical skills and attention to detail. Ability to analyze complex datasets and apply conclusions to solve problems.
Excellent communication skills and the ability to convey complex technical concepts to non-technical stakeholders.
Advanced proficiency in Excel is expected. Experience with Python or other programming languages is a plus.
Compensation Range:
$70,000-100,000
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.
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What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
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