Private Capital Associate at Cerity Partners

Cerity Partners OCIO is seeking a full-time Associate to join the group’s Private Capital team.  The Associate reports directly to the Portfolio Managers and will play a critical role in managing and investing client portfolios across asset classes, with a primary focus and responsibility for the Private Capital component of clients’ portfolios. This opportunity provides great exposure to the private equity manager universe and a fast-paced office environment.  This will be a hybrid role working at least three days a week in the office with the option for remote work up to two days a week.

Responsibilities Include:

• Proactively assist senior staff with the investment function:  sourcing managers, direct co-investments, executing due diligence processes on new investments, developing and maintaining models and spreadsheets, and assisting with general portfolio management responsibilities. 
• Assist in managing existing investments and generating analysis on client portfolios.
• Conduct specialized research on industry trends and specific investment strategies.
• Create/update models to help track various internal data including – investment pipelines, client returns, client cash flows, and risk information.
• Attend annual meetings and conferences and develop a network of outside investment professionals to help the Cerity Partners team with due diligence and industry intelligence.
• Support business development activities of the Firm.
• Assume ownership of various ad-hoc projects.

Desired Minimum Skills and Background:

• Undergraduate or Graduate business degree with a strong academic track record.
• CFA designation, or progress towards CFA credentials, is strongly preferred.
• 1-3 years of work experience in financial services; asset management experience a plus.
• Understanding of capital markets, investment theory and practice, and the investment management industry.
• Ability to work independently in a fast-paced environment.
• Excellent oral and written communication and presentation skills.
• Strong knowledge of MS Excel, PowerPoint, and Word.
• Positive outlook, attention to detail, and strong work ethic.
• Comfortable with global business travel.

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:

• Direct exposure to senior leadership and decision-makers.
• The opportunity to work at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.

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.