Investment Analyst

Cerity Partners•Seattle, WA

9d•$81,000 - $90,000

About The Position

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. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.

Requirements

Bachelor’s degree in Business, preferably Finance, Economics, or Accounting
General investment and financial market knowledge particularly performance measurement methodologies and issues
Strong organizational and time management skills with the ability to prioritize competing demands in a fast-paced environment
Excellent written and verbal communication skills, with the capacity to formulate well-reasoned opinions and present them clearly to stakeholders
Demonstrated ability to collaborate cross-functionally, exercise sound judgment, and apply creative problem-solving to make effective use of available resources
Demonstrate strong and effective communication, organizational and time management skills
Ability to work in a team based/collaborative environment
Must accept and thrive in a fast-paced, changing environment
Adherence to all compliance policies & procedures
Demonstrate the Cerity Partners culture
Prolonged periods sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at times
Applicants must be authorized to work for any employer in the U.S.

Responsibilities

Track and monitor the investment performance of client portfolios
Enter client investments’ data using bank and manager statements or verify imported data into Performance Measurement System
Verify current and historical work for correct entry, accuracy, and proper codes
Produce quarterly and monthly performance reports for client meetings
Produce private markets-focused reports for subset of clients
Create custom spreadsheets and analysis
Keep Consultants, research members, and Marketing Coordinator informed of the status of the Performance Reports and other projects
Collect, reconcile, and analyze data used to calculate investment manager returns
Resolve data issues with custodians and portfolio managers
Provide input on portfolio performance/attribution to Consultants
Some commentary required
Annual Real Estate survey compilation
Annual asset class reviews
Database maintenance
Ad-hoc projects
Create electronic copies of the Performance Reports and all clients’ deliverables
Maintain account notes for all sponsors/plans, monthly reconciliation spreadsheets, and update information in CRM
Assist Research departments e.g., write TOI, attend public and private markets manager meetings, contribute to monthly capital markets updates, assist with searches or other projects and analysis
Provide client support
Provide Consultant support including input on portfolio performance/attribution
Some written commentary required