Real Assets Associate

Cerity Partners • Austin, TX

1d • $80,000 - $105,000 • Hybrid

About The Position

Cerity Partners OCIO is seeking a full-time Associate to join the group’s Real Assets team. The Associate reports directly to the Portfolio Manager and will play a critical role in managing and investing client portfolios across asset classes, with a primary focus and responsibility for the Real Assets component of clients’ portfolios. This opportunity provides great exposure to the Real Assets manager universe across private and public markets and a fast-paced office environment. This is a hybrid role working at least three days a week in the office and the option for remote work up to two days a week.

Requirements

• 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.
• 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.

Nice To Haves

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

Responsibilities

• Proactively assist senior staff with the investment function – sourcing primary and secondary fund opportunities, 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.

Benefits

• Direct exposure to senior leadership and decision-makers.
• The opportunity to work in the OCIO Practice at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen asset management skills.
• Experience within a culture that values collaboration, intellectual curiosity, and excellence.
• Compelling benefits package that includes health, dental, and vision insurance and 401(k) with a 4% match.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level