Public Markets Senior Associate jobs in United States
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Cerity Partners · 3 months ago

Public Markets Senior Associate

positionNew York City, NY
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$125K/yr - $175K/yr
date3+ years exp

Cerity Partners is seeking a full-time Public Markets Senior Associate to join their Denver office. This role involves extensive manager due diligence and portfolio management, focusing on the identification and monitoring of external investment managers in public equity, fixed income, and derivative markets.

BankingFinanceFinancial Services
badNo H1Bnote

Responsibilities

Proactively identify and source external managers or strategies and conduct necessary due diligence including building spreadsheet models and writing investment memos
Cultivate and maintain relationships with external managers
Prepare investment recommendations including supporting reports and data
Conduct external manager reviews (calls and meetings); this includes pre-meeting preparation, manager questioning, and compiling notes for distribution to team members
Perform qualitative and quantitative reviews of existing external investment manager relationships and contribute to potential client portfolio changes
Perform asset class and capital markets research
Produce clear and concise written reports and analysis
Prepare client-facing materials and communicate with clients as needed

Qualification

Public equity knowledgeFixed income knowledgeManager due diligencePortfolio managementQuantitative analytical skillsExcel proficiencyBloomberg proficiencyPresentation skillsCommunication skillsDecision-making skillsAttention to detailWork independently

Required

Bachelor's degree in finance, economics, accounting, or a related field
3+ years of relevant professional experience
Extensive knowledge of public equity, fixed income, hedge fund and derivative markets
Demonstrated ability to conduct external manager due diligence across asset classes and investment structures
Material experience with portfolio management of multi-manager portfolios of various asset classes
Extensive quantitative analytical skills and knowledge of capital markets and investment theory and practice
Relevant experience with Excel, PowerPoint, Word, and Bloomberg
Strong decision-making skills
Demonstrated passion for investing
Ability to work independently in a fast-paced environment with a high attention to detail
Strong presentation and communication skills

Preferred

Progress toward, or attainment of, a CFA designation strongly preferred

Benefits

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

Company

Cerity Partners

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Cerity Partners is a financial services company specializes in banking,finance and personal loan.
dateFounded in 2009
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://ceritypartners.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing

Leadership Team

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Kurt Miscinski
President & CEO
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Carol Benz
Partner & Chief People Officer
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Recent News

GlobeNewswire
Nasdaq Private Market Closes Series C Round, Marking 4x Valuation Step-up Since 2024
2026-01-16
Private Banker International
Cerity Partners merges with SOL Capital Management
2026-01-11
Pulse 2.0
Cerity Partners Merges With SOL Capital Management, Expanding Presence In Maryland And The Washington, D.C. Region
2026-01-11
Company data provided by crunchbase