Real Assets Associate

Cerity Partners is seeking a full-time Associate to join the Real Assets team within their OCIO group. The Associate will play a critical role in managing and investing client portfolios with a primary focus on the Real Assets component, providing exposure to both private and public markets.

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

Skills

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

Benefits

• Health, dental, and vision insurance
• 401(k) with a 4% match

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