Real Assets Associate

Cerity Partners • Austin, TX

17h • 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. Cerity Partners is one of the nation’s leading independent financial advisory firms, managing over $100 billion assets for clients. They serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from offices across the country. Their 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, they believe in the long view, seeking long-term growth for clients and their people. They foster a community that works together to serve one common goal: finding diverse solutions to suit diverse financial needs. Cerity Partners is committed to providing an environment where all individuals can be their authentic selves and is an Equal Opportunity Employer dedicated to building an inclusive and diverse workforce.

Requirements

• Undergraduate or Graduate business degree with a strong academic track record.
• 1-3 years of work experience in financial services.
• 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.
• Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

• CFA designation, or progress towards CFA credentials, is strongly preferred.
• Asset management experience a plus.

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
• Number of Employees: 501-1,000 employees