The Merger Integration Investment Analyst is a critical role for Cerity Partners and will offer the successful candidate the opportunity to work directly with members of the firm’s leadership team that combines research and advisor engagement. The visibility and responsibility of having a critical role will require the successful candidate to be adept at managing a variety of tasks at a given time.  In this role, the successful candidate will work closely with the firm’s Investment Office and Business Integration team in reviewing prospective merger candidates, explaining the investment offerings from Cerity Partners and provide support to recently merged teams once they join the firm. In addition, the successful candidate will have additional responsibilities as part of the Investment Office that may include manager research, developing critical communications pieces and identifying ways to improve the offering. The position reports directly to the firm’s Head of Investment Management and is an in-office New York City-based position.

Primary Responsibilities

In this role, you will:

• Participate in the  review of prospective merger firms

• Do a deep-dive analysis on all things investment-related to the merger

• Explain the Cerity Partners investment offering and merger glide path

• Complete a detailed report on each merger candidate to be made available to the broader merger team and Cerity Partners’ leadership team

• Post-closing, lead detailed review meetings with recently merged firms and guide them through a successful merger process.

• Assist recently merged teams as they identify new strategies to be presented to the Wealth Management Investment Committee.

• Work with other members of the Investment Office with initial and ongoing due diligence of strategies on the platform.

• Present to a firmwide audience on investment-related calls.

• Develop tools to improve our review and outbound communications processes. ​
  

Ideal Candidate Profile – “Our Casting Call!”

• 3-5 years of  investment experience, preferably at an RIA, broker-dealer, multi-family office or bank; 

• Experience or demonstrated understanding of investments including, but not limited to asset allocation, managed portfolios, alternative investments, performance measurement, portfolio reviews;

• Manager due diligence experience strongly preferred;

• Coachable professional with good "business sense" and an energetic/dynamic personality;

• Flexible, adaptable and able to anticipate and resolve complex issues;

• The ability to establish credibility and rapport by balancing persistence with collegial follow-up and who views the team concept as critical to model;

• Superior written and oral communication/presentation skills;

• Confidentiality and professional integrity of the highest order;

• Bachelor’s degree required. CFA, MBA, CIMA or CAIA designations would be viewed favorably;

• Expertise with Microsoft Office and AI toolsets required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer

• Able to lift up to 25lbs
  

Compensation Range:

$100,000 – $120,000

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