Merger Integration Investment Analyst

Primary Responsibilities

• 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

• 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

Cerah Partners

Cerah 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.

Cerah Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com.

Applicants must be authorized to work for any employer in the U.S.