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Investment Analyst

Employer
Cerity Partners LLC
Location
Chicago, Illinois
Salary
Commensurate with skill set
Closing date
May 27, 2022

View more

Job Function
Wealth Management
Industry Sector
Private Wealth Management Firm
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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