Merger Integration Investment Analyst

Cerity Partners•New York City, NY

23h•Onsite

About The Position

The Merger Integration Investment Analyst is a critical role for Cerity Partners and will offer the successful candidate the opportunity to work directly with members of the firm’s leadership team that combines research and advisor engagement. The visibility and responsibility of having a critical role will require the successful candidate to be adept at managing a variety of tasks at a given time. In this role, the successful candidate will work closely with the firm’s Investment Office and Business Integration team in reviewing prospective merger candidates, explaining the investment offerings from Cerity Partners and provide support to recently merged teams once they join the firm. In addition, the successful candidate will have additional responsibilities as part of the Investment Office that may include manager research, developing critical communications pieces and identifying ways to improve the offering. The position reports directly to the firm’s Head of Investment Management and is an in-office New York City-based position.

Requirements

3-5 years of investment experience, preferably at an RIA, broker-dealer, multi-family office or bank
Experience or demonstrated understanding of investments including, but not limited to asset allocation, managed portfolios, alternative investments, performance measurement, portfolio reviews
Manager due diligence experience strongly preferred
Coachable professional with good "business sense" and an energetic/dynamic personality
Flexible, adaptable and able to anticipate and resolve complex issues
The ability to establish credibility and rapport by balancing persistence with collegial follow-up and who views the team concept as critical to model
Superior written and oral communication/presentation skills
Confidentiality and professional integrity of the highest order
Bachelor’s degree required
Expertise with Microsoft Office and AI toolsets required
Prolonged periods sitting at a desk and working on a computer
Able to lift up to 25lbs
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

CFA, MBA, CIMA or CAIA designations would be viewed favorably

Responsibilities

Participate in the review of prospective merger firms
Do a deep-dive analysis on all things investment-related to the merger
Explain the Cerity Partners investment offering and merger glide path
Complete a detailed report on each merger candidate to be made available to the broader merger team and Cerity Partners’ leadership team
Post-closing, lead detailed review meetings with recently merged firms and guide them through a successful merger process.
Assist recently merged teams as they identify new strategies to be presented to the Wealth Management Investment Committee.
Work with other members of the Investment Office with initial and ongoing due diligence of strategies on the platform.
Present to a firmwide audience on investment-related calls.
Develop tools to improve our review and outbound communications processes.