Portfolio Manager/Analyst na Cercano Management

COMPANY OVERVIEW 

Cercano Management LLC (“Cercano”) is a SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as a family foundation. Cercano is based in Bellevue, WA, with offices in Minneapolis, MN, and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer. The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis and across multi-billion-dollar portfolios. 

Cercano offers services for all aspects of a client’s assets or family office. The team also has experience working with clients who have significant investments in non-financial assets on a global scale, such as fine art, professional sports teams, entertainment properties, intellectual property, commercial real estate, farmland, and personal residential estates. 

POSITION MISSION

​​Cercano Management is seeking a Portfolio Manager/Investment Analyst to play a key role on the Cercano Investment Management team, with a primary focus on public equity investments in the multiple sectors. In this role, the Portfolio Manager will be an important member of the Investment Management team originating, evaluating and recommending investment ideas for the portfolio. The team is committed to providing superior long-term investment performance driven by exceptional research and security selection with a long-term fundamental focus. Overall, there is a strong emphasis on risk-adjusted returns. Specific responsibilities include building and maintaining detailed financial models, thoughtful valuation work, regular interaction with management teams and industry experts and creating meaningful investment reports. The successful candidate will be able to provide a differentiated view, identify change in covered companies and sub-sectors and reach fact-based conclusions within a risk/reward framework. Candidates for the position should exhibit a passion for continual learning and the study of financial markets. The candidate should demonstrate the ability to balance being action oriented with stability and having the conviction to know which path to advocate. Above all, the candidate must be a team player who is collaborative and accessible.​ 

QUALIFICATIONS 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• ​​Generate strong, insightful investment ideas based on independent research 

• ​Ability to conduct face-to-face interviews with executive management teams, suppliers, and customers and conduct industry and competitive due diligence 

• ​Collect and synthesize investment data on a macro and micro level while developing appropriate analytical processes to track and recommend changes to Portfolio Manager and CIO 

• ​Understand thoroughly the dynamic consumer environment at a macro and micro level and be able to share economic and behavioral consumer data with the broader investments teams 

• ​Support opportunities to early-stage venture capital and private-equity investments 

• ​Utilize fundamental and/or technical research to arrive at sound and timely investment decisions 

• ​Demonstrate honesty, responsibility, integrity, and fulfillment of commitments 

• ​Ability to clearly communicate both in written form and verbally 

• ​Geographic presence in Seattle is strongly preferred. Full relocation services would be offered​ 
  

You will bring to the role: 
The candidate should have relevant educational and work experience in buy-side and/or sell-side research, and investment banking in a variety of sectors. Additionally, the candidate should have demonstrated excellent analytical skills, a strong grounding in economic fundamentals and the ability to effectively communicate ideas. Most importantly, the individual should be intellectually curious, and engender a strong sense of commitment and integrity. 

Knowledge, experience, skill, and/or ability 

Required 

• Excellent analytical skills including financial modeling and independent research 

• Knowledge and understanding of investment valuation methodologies 

• Experience with investment due diligence processes 

• Strong communication skills (writing, verbal, and presentations) 

Computer skills 

• ​​MS Office (Word, Excel, Outlook) 

• ​Advanced Excel skills 

• ​Proficient with Bloomberg 

• ​Knowledgeable with Power BI or similar business intelligence platforms​ 
  
  

Education/experience/certifications 

• ​​Strong academic credentials, including a bachelor’s degree. Advanced degree(s) or CFA charter holders will be given favorable consideration. 

• ​1-5 years' experience with researching, collection and analyzing information related to a variety of sectors to help investment managers to make effective and profitable decisions on behalf of clients while building a profitable investment portfolio required.​ 

SALARY RANGE:   $150,000 - $216,000 on annual basis

SALARY DETAILS: 

Pay will be based on multiple factors, including, and not limited to location, relevant experience/level and skillset while balancing internal equity. Our discretionary bonus program is in addition to the base compensation range listed above. Cercano is committed to fair, unbiased compensation along with competitive benefits in all locations in which we operate. 

TOTAL REWARDS:
 

Cercano offers a comprehensive benefits package including medical, dental and vision insurance, Health Savings Account with generous annual employer contribution, Flexible Spending Accounts for health and dependent care, vacation and sick time off, paid holidays, paid parental leave, and the opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, company paid life insurance, and a Health and Wellness Benefit.  Employees are also eligible for reimbursement for approved professional development activities.  

Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.