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Private Capital Associate at Cerity Partners
Cerity Partners
Remote - Austin, TX
Finance
Posted 0 days ago
Job Description
Position Summary:Cerity Partners OCIO is seeking a full-time Associate to join the groups Private Capital team. The Associate reports directly to the Portfolio Managers and will play a critical role in managing and investing client portfolios across asset classes with a primary focus and responsibility for the Private Capital component of clients portfolios. This opportunity provides great exposure to the private equity manager universe and a fast-paced office environment. This will be a hybrid role working at least three days a week in the office with the option for remote work up to two days a week.Primary ResponsibilitiesProactively assist senior staff with the investment function: sourcing managers 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.Required Qualifications: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.Preferred Qualifications:CFA designation or progress towards CFA credentials is strongly preferred.Skills and Competencies: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.Compensation Range:$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% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity 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 Applicants must be authorized to work for any employer in the U.S.Required Experience:IC Key Skills Clerical,Diploma,Foreclosure Paralegal,Flight Operations,Construction Equipment Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 85000 - 105000
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