Cercano · 5 hours ago
Investment Analyst, Private Partnerships
Bellevue, WA
Full-time
Onsite
Entry, Mid Level
$100K/yr - $150K/yr
2+ years expCercano Management LLC is a SEC-registered investment manager focused on ultra-high net worth clients. The Investment Analyst will support the team in due diligence, execution, monitoring, and liquidating primary fund investments, co-investments, and secondaries, while also engaging in investment management and portfolio risk management activities.
Financial Services
Responsibilities
Play a key role in analyzing and assessing a broad spectrum of companies and investment managers across various industries to identify compelling investment opportunities
Build and maintain in-depth financial models to assess valuations of private companies and fund portfolios
Prepare high-quality due diligence materials and investment committee memos to support decision-making
Conduct detailed due diligence and analysis on general partners and portfolio company opportunities, including industry, company, and manager research
Interact regularly with partners and other investment professionals of alternative asset managers
Monitor and assist in managing our investment portfolio through attendance at annual meetings of general partners and investor meetings for individual portfolio companies
Collaborate with colleagues across the firm to gather information necessary to make investment decisions within the various strategies
Lead projects and assignments including performance attribution, creating presentation materials, and drafting client memos and letters
Analyze and manage individual client portfolio risk focused on leverage, liquidity, concentration, and drawdown risk
Support the sale of funds and/or co-investment interests on the secondary market including document collection, return modeling, and portfolio impact analysis
Monitor capital calls and distributions and contribute to liquidity risk management within the portfolio
Qualification
Required
Two to four years of relevant experience in Investment Banking, Corporate Finance, or Investment Management
Exceptional academic credentials: a degree in finance, business, or a related field is preferred
Strong analytical and quantitative skills with substantial expertise in financial modeling and valuation
Results-oriented and proactive, with a creative approach to problem-solving
Excellent communication skills, both written and verbal, with the ability to present complex ideas effectively
Ability to successfully manage multiple priorities with strong attention to detail
Benefits
Medical, dental and vision insurance
Health Savings Account with generous annual employer contribution
Flexible Spending Accounts for health and dependent care
Vacation and sick time off
Paid holidays
Paid parental leave
Opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit
Company paid life insurance
Health and Wellness Benefit
Reimbursement for approved professional development activities
Company
Cercano
Privately held investment management firm working exclusively with ultra-high net worth investors and their family foundations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Stuart Nagae
Venture Capital
Recent News
2025-12-02
Financial Sector Technology
2025-11-20
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