Portfolio Management Associate
Portfolio Management Associate
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$ 70000 - 85000
1 Vacancy
Job Description
Position Summary:
Cerity Partners OCIO is seeking an Associate to join our Public Markets team. This role will primarily support the Portfolio Management team in monitoring client portfolios to ensure alignment with the firms investment outlook while adhering to clients specific objectives and constraints. This role will also support the Public Markets team in analyzing and conducting due diligence on new and existing investments on behalf of client portfolios.
This is a hybrid position in the firms Denver or New York City locations with an expectation of being in the office at least three days per week; the remaining two days may be worked remotely.
Primary Responsibilities
Monitor client portfoliosincluding manager allocations direct investments and look-through risk exposuresto ensure portfolios consistently reflect the firms investment views.
Manage the monthly asset class rebalancing process; implement portfolio changes to synchronize client portfolios.
Assist with external investment due diligence.
Evaluate and implement optimal approaches for integrating new investments into client portfolios.
Monitor portfolio liquidity and cash balances.
Coordinate portfolio actions related to capital calls and liquidity needs.
Maintain and enhance internally developed portfolio management tools.
Utilize third-party portfolio management software.
Monitor and report on client performance; conduct performance attribution and address performance dispersion across portfolios.
Build and implement portfolio transition plans for onboarding new clients.
Perform ad hoc investment analyses as needed.
Required Qualifications:
Bachelors degree in finance economics accounting or a related field.
13 years of professional experience in financial services; experience in asset management investment consulting or trading preferred. Relevant internship experience may be considered
Preferred Qualifications:
Progress toward or attainment of a CFA designation strongly preferred.
Skills and Competencies:
Strong grasp of capital markets investment theory and portfolio construction principles.
Familiarity with custodial platforms and investment accounting processes.
Understanding of trading workflows systems and counterparties.
Proficiency in Microsoft Office; experience with Bloomberg and portfolio management systems is a plus.
Excellent analytical skills and acute attention to detail.
Ability to work independently and effectively in a dynamic fast-paced environment.
Creative problem-solver with a collaborative and positive attitude.
Compensation Range:
$70000 - $85000
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 Applicants must be authorized to work for any employer in the U.S.
Required Experience:
IC
Employment Type
Full-Time
