Alternative Investments Operations Analyst

Do you aspire to a career in alternative investments?  Would you value working for a collaborative team that puts clients first?  If yes, we believe you would be an outstanding fit as an Associate on our Alternative Investment Operations team. 

Primary Responsibilities:

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, Orion

• 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

• 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.

Qualifications:

• 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 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.

• Open to a fully remote role or hybrid. 

Education And Experience:

• Bachelor’s degree in Business or related field

• 1-3 years related alternative investments experience

• Proficient in Microsoft Excel

• Previous experience with Orion performance reporting platform

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.  Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class client experience

• You value the collaboration of insightful, experienced colleagues to deliver our services

• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills