Cerity Partners · 20 hours ago
Client Portfolio Manager
Austin, TX
Full-time
Onsite
Senior Level, Lead/Staff
$275K/yr - $350K/yr
10+ years expCerity Partners is seeking an experienced Client Portfolio Manager to serve the investment needs of endowments and foundations throughout the US. The role involves managing client relationships, preparing presentations, and collaborating with internal teams to ensure effective communication and investment strategies.
BankingFinanceFinancial Services
No H1B
Responsibilities
Ongoing Client Responsibilities – The Client Portfolio Manager will serve as a client’s primary point of contact for day-to-day inquiries and projects. Responsibilities include the following:
Interface with client staff on a regular basis to answer all questions related to the management of the client’s portfolios
Respond in a timely manner to requests for special reports and projects
Manage the tactical asset allocations for the client portfolios in a manner that is consistent with the clients’ investment policy statements
Review monthly/quarterly performance reports for client portfolios
Prepare presentations for quarterly investment committee/board meetings. Presentations are tailored to each specific client and typically include performance data, risk data, market data, and a deep dive on a particular asset class, among other subjects
Travel to see clients for regularly scheduled investment committee/board meetings and make presentations during those meetings
Conduct ad hoc calls/meetings with investment committees to discuss topics like asset allocation, specific crises affecting the markets, investment trends, etc
Work closely with OCIO professionals in the accounting, legal, risk, and client service teams to bring the full resources to bear on each client engagement
Client Transition – The Client Portfolio Manager Will Manage The Process For Transitioning New Clients Onto The Cerity Partners OCIO Platform And Will Perform The Following
Collaborate with the Portfolio Management team to develop a transition plan and work closely with client during that process
Develop investment policy statements, which include target asset allocations, for portfolios Cerity Partners OCIO will manage
Work with the Portfolio Management team to create a timeline for liquidating current holdings and re-investing the proceeds into OCIO commingled vehicles. Process may require the equitization of cash proceeds intra-month to avoid a cash drag on performance
Work closely with legal team to negotiate and finalize documentation required for a client to invest in OCIO commingled vehicles
Collaborate with the accounting team to create the monthly/quarterly financial package for the new client
Interface on a daily/weekly basis to make sure the client is executing its specific requirements and is apprised of progress in completing the transition
Qualification
Required
A minimum of ten years of previous related and relevant work experience demonstrating increased responsibility and attainment of measurable success in a similar role
Relevant experience can include portfolio management, investment research, investment counseling, or institutional client service
A thorough understanding of Cerity Partners target market for OCIO services
The right level of gravitas, confidence, and ability to represent the firm at an executive level
Strong organizational skills with a commitment to follow-up
Exceptional communication and relationship building skills, acute commercial instincts, a strong work ethic, commercial awareness, and negotiation and influencing skills
A high level of energy, excellent presentation skills and a willingness to travel extensively
Ability to work well within a collegial but fast paced and unstructured environment
Possess a high level of personal integrity and a passion for achieving competitive results
A proven record of success in both academic and professional pursuits, and a record of advancement at prior organizations
Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences
An undergraduate degree with strong academic credentials
Preferred
MBA and/or CFA is 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
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase