The Investment Associate Will Provide Trading, Investment Management, Ad Hoc Analysis, And Limited Advisory Services To The Wealth Management Services Team. This Position Will Work Closely With The Wealth Management And Investment Teams Located In Norfolk. As An Investment Associate You Would Provide Investment Advisory Support To Cerity Partners Advisors By
- Curating and executing customized trades across a large number of portfolio’s according to target allocations and model portfolio’s
- Ensuring client portfolios are within assigned investment policy and target allocations at the account and household level
- Leverage existing software systems to aggregate large amounts of data and provide summary reports to Advisors in an efficient manner
- Train and serve as back-up to Head Trader to facilitate all aspects of trade execution at the custodians
- Support investment research efforts , monitoring for individual Equity positions and assist with coverage at the fund-level for ETF’s & Mutual funds
- Create and update templates utilizing Factset and Bloomberg to populate key portfolio and security level data
- Support the Norfolk office Investment Team and Client Facing Advisors with Special Projects
Ideal Candidate Profile
- Bachelor’s degree is required and preference for candidates who are driven to pursue additional certifications (CFA, CFP, CAIA, etc.)
- Willingness to obtain the series 65 designation
- Minimum of 1-3 years’ relevant investment experience or experience in a data-oriented financial analysis capacity
- General knowledge of investment products, asset allocation, portfolio construction, and investment philosophy
- Capability and interest to learn key financial and research software (Addepar, Red-Black, Factset, Bloomberg)
- Proficiency in Microsoft Office – expert Excel user preferred
- Can apply technical and analytical skills to export and organize large amounts of data
- High attention to detail extending to calculations and written/oral presentations to clients and/or colleagues
Company Overview
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
- You understand the need to provide a world-class client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
