Investment Analyst

Position Summary

Cerity Partners' Retirement Plan Consulting (RPC) practice is hiring an Investment Analyst to serve as the dedicated investment analytics resource for our institutional retirement plan clients. Today, this work is split between our two investment-focused team members (Connie Mulligan and Patrick Fischbach) and borrowed capacity from our Wealth Management Division. This role consolidates that work into one dedicated seat and will become the investment analytics backbone of a growing institutional retirement consulting practice, with a clear path toward more senior, client-facing responsibility as you develop.

Primary Responsibilities

• Prepare Investment Monitoring Reports (IMRs) each quarter, including data collection, quality checks, and coordination with plan advisors
• Build Target Date Fund due diligence reports and support ongoing target date fund series research
• Produce Strategic Lineup Reviews (SLRs) for client retirement plan menus
• Prepare Stable Value fund due diligence reports
• Support investment selection and fund replacement/mapping analysis
• Respond to ad hoc investment analytics requests from the RPC team
• Maintain and improve report templates, data sources, and process documentation used across the team
• Over time, take on greater ownership of client-ready output and begin supporting client-facing meeting preparation

Required Qualifications

• Recent college graduates with a finance-related degree are encouraged to apply — up to approx. 1–2 years of experience in investment operations, retirement plan consulting, asset management, or a related analytical role is also welcome (relevant internship experience will be considered)
• Bachelor's degree in finance, economics, accounting, or a related field required
• Comfortable with Excel-based analysis; exposure to Morningstar, Broadridge/Fi360, or similar investment research tools is a plus
• Strong attention to detail — this role is client-facing output even when the person isn't in the room
• Organized and able to manage a recurring quarterly reporting cycle across many clients at once
• Clear written communicator; comfortable asking questions and flagging issues early
• Interest in eventually growing into more client-facing retirement plan consulting work

Preferred Qualifications

• Progress toward CFA, CIMA, AIF, or similar designation
• Prior exposure to defined contribution retirement plans (401(k), 403(b), 457)

Skills & Competencies

• Ability to talk to clients independently
• Ability to train and mentor Client Service Associates
• Ability to develop wealth planning and investment recommendations and present to clients when applicable
• Working knowledge of e-Money, Salesforce a strong plus
• Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
• Must accept and thrive in a fast-paced, changing environment
• Ability to build and maintain relationships with potential and current clients
• Tenacious about doing what is right for the client – always

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

Compensation Range

$60,000 - $70,000

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