Investment Analyst

Cerity Partners•Seattle, WA

7d•$81,000 - $90,000•Onsite

About The Position

Cerity Partners is seeking an Investment Analyst to join our team. This role is responsible for tracking and monitoring the investment performance of client portfolios, collecting, reconciling, and analyzing data for investment manager returns, and contributing to research efforts. The ideal candidate will have a strong understanding of investment performance measurement, excellent analytical and communication skills, and the ability to thrive in a fast-paced environment. This position offers the opportunity to work with a leading independent financial advisory firm, manage significant assets, and contribute to a collaborative and inclusive culture.

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 some 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, including some commentary.
Compile annual Real Estate survey.
Conduct annual asset class reviews.
Maintain databases.
Assist with ad-hoc projects.
Create electronic copies of 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, with some written commentary required.