Private Capital Associate

Position Summary:  

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.

Primary Responsibilities 

• 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.

Required Qualifications: 

• Undergraduate or Graduate business degree with a strong academic track record.

• 1-3 years of work experience in financial services; asset management experience a plus.

Preferred Qualifications: 

• CFA designation, or progress towards CFA credentials, is strongly preferred.

Skills and Competencies: 

• 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.

Compensation Range:

$85,000-105,000

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 [email protected]. Applicants must be authorized to work for any employer in the U.S.