Investment Analyst

Location
Chicago, Illinois
Salary
Commensurate with skill set
Posted
27 Apr 2022
Closes
27 May 2022
Job Function
Wealth Management
Employment Type
Full Time
Education
Bachelors

Opportunity:

Cerity Partners is a leading registered investment advisor with 17 offices located from coast to coast and $50 billion in assets under management.  We have a unique opportunity to work closely with one of our founding partners who currently manages over $1 billion in HNW and UHNW AUM for 60 families.

Responsibilities: 

Investment Advisory (55%) 

  • Execute trades as directed 
  • Ensure client portfolios are within assigned investment policy statement guidelines
  • Think proactively on behalf of prospects/clients to anticipate their needs 
  • Stay informed of market trends as communicated by our investment committee
  • Generate recommendations for client investments within framework of firm philosophy and client investment policy statement 
  • Provide research support and due diligence towards security selection, manager utilization, and economic trends 
  • Assist in preparation of client communications related to investment process and outlook  Handle client inquiries and participate in client meetings


Sales Support (15%) 

  • Work with Partner to develop strategies for winning new business 
  • Engage Cerity Partners sales team to build prospective client presentations 


Operational Support (30%) 

  • Assistant in Compliance duties 
  • Help uncover inefficiencies in processes 
  • Work with various custodians to ensure client satisfaction 
  • Help facilitate various office-related tasks as needed

Qualifications

  • Minimum Experience 3+ years of investment experience    
  • Key Personal Attributes: High intellectual curiosity and strong attention to detail, an entrepreneurial drive, tireless work ethic, competitive winning spirit, emotionally mature with strong integrity
  • Key Skills: Effective verbal and written communication skills, solid presentation skills, and understanding of investment competence across asset classes and strategies
  • Ability to work well within a team
  • College degree required; Progress toward MBA and/or CFA encouraged

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