Cerity Partners

Business Intelligence Analyst

• Lead paid, organic and performance marketing analytic needs including report and data insight creation, analysis and presentation
• Analyzes Salesforce pipeline, ensuring Salesforce data integrity and prospects are being updated as they proceed on client journey
• Lead the end-to-end monthly reporting cycle, overseeing compilation, quality control, and delivery of key performance indicators to internal stakeholders
• Oversee the maintenance and development of sophisticated data models supporting marketing reporting
• Own the Power BI report and related dashboard development, ensuring optimal performance
• Conduct comprehensive data validation processes
• Coordinate with other business unit leaders to resolve data issues
• Interface with executives, analysts, and client-facing business leaders
• Ensure compliance with internal controls and regulatory requirements

Marketing Reporting Analyst

Financial Planning and Analysis

• Identify potential start-up investments and source relationships with the company founders
• Meet with entrepreneurs and evaluate their business plans and pitches
• Track and report on deal flow generated by our team
• Research industry sectors, trends, and market dynamics
• Assist with due diligence

Investment Associate – Healthcare

Compliance

• Develop and conduct daily, weekly, monthly trade surveillance to detect potential violations of market conduct rules, regulatory obligations, and internal policies.
• Analyze and escalate trade exceptions, including best execution outliers, pricing anomalies, and other compliance triggers.
• Monitor and track trade errors, assist with root cause analysis, and follow up on resolutions and documentation.
• Support the development, onboarding, and enhancement of trade surveillance platforms and exception management tools.
• Draft, update, and maintain policies and procedures specific to trading and execution activities.
• Perform risk assessments and targeted forensic testing of trading and compliance controls.
• Analyze trade data across equities, fixed income, and alternative assets to detect patterns or anomalies.
• Partner with data analytics and technology teams to automate surveillance, improve exception reporting, and refine monitoring workflows.
• Conduct compliance reviews of new products, trading strategies, and business initiatives to evaluate regulatory risk.
• Perform due diligence and conduct screening on transactions against all applicable restricted lists and advise on items involving material non-public information (MNPI).
• Stay informed of regulatory developments (e.g., SEC, FINRA, CFTC) impacting trading and execution practices.
• Assist with the preparation for and response to regulatory examinations, audits, and internal reviews.
• Lead or contribute to ad hoc compliance initiatives and projects as directed by the Chief Compliance Officer.

Senior Associate, Compliance

• Prepare complex real estate partnership returns.
• Review accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.
• Conduct detailed reviews with occasional preparation work as needed.
• Manage client relationships, including client groups with multiple entities (up to 100+).
• Provide direct client contact and develop tailored solutions for client needs.
• Oversee and train staff, assisting with technical development and mentoring.
• Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.
• Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.
• Handle federal and state tax audits and assist with tax controversy matters.
• Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.
• Assist in preparing firm memos and technical documentation.
• Keep up with industry best practices and tax law updates.
• Support the development of staff through structured training programs.
• Lead and execute other tax-related projects as they arise.

Tax Manager

Investment Associate – Built World, Technology

Analyst

• Lead billing execution for corporate and partnership billing programs; develop and implement fixed fee billing structures; drive continuous process improvement and reporting
• Partner with internal stakeholders to support specialized billing programs including workplace solutions, custodial referral businesses, promoter arrangements, and separately managed account partnerships
• Analyze billing data to identify trends, discrepancies, and optimization opportunities; drive automation and workflow improvements to enhance efficiency and accuracy
• Create and deliver regular reporting with metrics and insights to support data-driven decision-making across billing programs
• Lead cross-functional projects with Finance, Special Program Heads, Relationship Management, and Client Service teams
• Resolve complex billing issues and respond to ad hoc program requests
• Document and standardize procedures for specialized billing programs

Senior Billing Programs Analyst

• Review and sign individual and business tax returns for high-net-worth and ultra-high-net-worth clients nationwide.
• Lead tax planning conversations in collaboration with Cerity Partners' financial advisors, presenting strategy and projections in client-facing meetings.
• Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
• Act as the dedicated tax advisor to clients and advisory teams, helping secure and deepen long-term relationships.
• Mentor junior staff, sharing expertise and promoting professional growth across the team.
• Ensure tax compliance while identifying strategic planning opportunities to enhance the client experience.
• Contribute to process improvements, helping refine workflow and support scalability as our Central Tax team grows.

Brand Manager

• Define and protect standards across all manifestations of the brand
• Conduct market research, brand surveys and studies, and target buyer persona interviews to measure reach awareness and brand engagement
• Establish brand governance and messaging framework while educating internal stakeholders on brand application
• Present clear, data-informed insights and progress to the CMO and leadership team
• Oversee in-house and external design, video production, and creative development for digital and print
• Guide visual storytelling that reinforces sophistication, trust, and excellence to all audience segments
• Collaborate with the content team to ensure brand voice and messaging consistency across all materials
• Manage external creative partners and agencies, elevating creative standards across all deliverables and formats
• Audit and optimize existing visual and verbal brand assets to ensure premium positioning
• Drive organic social media strategy and growth to build thought leadership, attract and engage prospects and clients
• Manage the CP YouTube channel strategy and video content approach as part of digital brand expansion
• Ensure website, paid campaigns, and content reflect premium brand positioning
• Manage external PR day to day workflows to increase firm visibility
• Coordinate visibility programs, including speaking opportunities, awards submissions, and industry recognition
• Design and execute signature client and prospect events that reinforce brand differentiation
• Manage the firm’s sponsorships budget and strategy, including hospitality suites
• Operate with lean resources while building the business case for team expansion
• Recruit, develop, and mentor talent as the function matures
• Raise the bar for creative excellence across the marketing organization

Marketing Reporting Analyst

Investment Associate – Healthcare

Senior Associate, Compliance

Tax Manager

Investment Associate – Built World, Technology

Senior Billing Programs Analyst

Tax Manager

Director of Brand Marketing