Job Details

Position Summary:

Cerity Partners OCIO ("CP OCIO") is seeking a full-time Public Markets Investment Associate or Senor Associate. Located in the Firm's Denver, Colorado office, this role reports to the Public Markets Portfolio Manager. This person will be a key member of the PublicMarkets team and should have extensive experience with manager due diligence and portfolio management at a foundation, endowment, pension fund, consulting firm, family office, or fund of funds. The candidate should have specific experience with the identification, screening, assessment, and monitoring of external investment managers. Candidates should also have extensive knowledge of capital markets, including public equity, fixed income, and derivative markets. Candidates should have strong presentation skills and be comfortable with global business travel.

The position will be located at the CP OCIO Denver office and is a hybrid role. The position allows for at least 3 days a week in the office and has the option to work remotely up to 2 days a week.

Primary Responsibilities

• Proactively identify and source external managers or strategies and conduct necessary due diligence including building spreadsheet models and writing investment memos.
  
• Cultivate and maintain relationships with external managers.
  
• Prepare investment recommendations including supporting reports and data.
  
• Conduct external manager reviews (calls and meetings); this includes pre-meeting preparation, manager questioning, and compiling notes for distribution to team members.
  
• Perform qualitative and quantitative reviews of existing external investment manager relationships and contribute to potential client portfolio changes.
  
• Perform asset class and capital markets research.
  
• Produce clear and concise written reports and analysis.
  
• Prepare client-facing materials and communicate with clients as needed.
  

Required Qualifications:

• Bachelor's degree in finance, economics, accounting, or a related field.
  
• 3+ years of relevant professional experience
  

Preferred Qualifications:

• Progress toward, or attainment of, a CFA designation strongly preferred.
  

Skills and Competencies:

• Extensive knowledge of public equity, fixed income, hedge fund and derivative markets.
  
• Demonstrated ability to conduct external manager due diligence across asset classes and investment structures.
  
• Material experience with portfolio management of multi-manager portfolios of various asset classes.
  
• Extensive quantitative analytical skills and knowledge of capital markets and investment theory and practice.
  
• Relevant experience with Excel, PowerPoint, Word, and Bloomberg.
  
• Strong decision-making skills.
  
• Demonstrated passion for investing.
  
• Ability to work independently in a fast-paced environment with a high attention to detail.
  
• Strong presentation and communication skills
  

Compensation Range:

$125,000-175,000

Why Cerity Partners:

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 ...@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.