Cerity Partners

Compensation

Full Description

Position Summary: As a member of the Operations team your responsibilities would include the following activities: Analyze data sourced from our alternative data management provider to ensure transactions and valuations are processed accurately and timely Process valuations and transactions that are not sourced from alternative data management provider Reconcile investor information with data from alternative manager or information provided by internal Investment Office; audit accounts to ensure alt metrics are correct Liaise with the alternative manager to ensure activity is processed correctly Coordinate onboarding of new alternative investments with the data management provider Serve as a point of contact for all questions from advisors and their team members regarding the alternative information in the performance reporting platform Become a super user in the performance reporting platform Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform. Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies Assist with improvement projects, ad-hoc projects and complete assigned research projects when required Primary Responsibilities Knowledge of alternative investment products and transaction activity Alternative investment operations experience Ability to resolve problems effectively and exercise independent judgement Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills. Proficiency in technology/applications a must – experience with Addepar / Orion performance reporting platform and Microsoft Excel required Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team. Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm. An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges. Team player who welcomes feedback with the goal of continuous improvement. Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time. Required Qualifications: Bachelor’s degree in Business or related field 1-3 years related alternative investments experience Proficient in Microsoft Excel Previous experience with Addepar / Orion performance reporting platform Compensation Range: $90,000-$100,000 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 Cerity 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. Cerity 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. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.