Cerity Partners OCIO is looking for a Portfolio Management Associate to join our Public Markets team. In this role, you will support the Portfolio Management team by ensuring client portfolios align with our investment outlook while adhering to specific client objectives and constraints. You will also assist the team in analyzing and conducting due diligence on investments.
What You'll Do
- Monitor client portfolios—including manager allocations, direct investments, and look-through risk exposures—to ensure they reflect the firm’s investment views.
- Manage the monthly asset class rebalancing process and implement portfolio changes to synchronize client portfolios.
- Assist with external investment due diligence.
- Evaluate and implement optimal approaches for integrating new investments into client portfolios.
- Monitor portfolio liquidity and cash balances.
- Coordinate portfolio actions related to capital calls and liquidity needs.
- Maintain and enhance internally developed portfolio management tools.
- Utilize third-party portfolio management software.
- Monitor and report on client performance; conduct performance attribution and address performance dispersion across portfolios.
- Build and implement portfolio transition plans for onboarding new clients.
- Perform ad hoc investment analyses as needed.
What We're Looking For
- Bachelor’s degree in finance, economics, accounting, or a related field.
- 1–3 years of professional experience in financial services; experience in asset management, investment consulting, or trading preferred. Relevant internship experience may be considered.
Nice to Have
- Progress toward, or attainment of, a CFA designation strongly preferred.
Technical Stack
- Microsoft Office
- Bloomberg
- Portfolio management systems
Team & Environment
You will be part of the Public Markets team at Cerity Partners.
Benefits & Compensation
- Salary: $70,000 - $85,000
- 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
Work Mode
This is a hybrid position based in Denver or New York City.
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.
