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Portfolio Management Associate
Cerity PartnersAssociate supporting OCIO Portfolio Management team at Cerity Partners. Roles include portfolio monitoring, rebalancing, and trade execution.
Posted 7/7/2026full-timeDenver • Colorado, New York • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $90,000 per yearWebsite
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Monitor client portfolios—including manager allocations, direct investments, and look-through risk exposures—to ensure portfolios consistently reflect the firm’s investment views.
- Manage the monthly asset class rebalancing process; implement trades to reposition client portfolios.
- Execute trades, including ETFs, futures, and options, ensuring timely and accurate implementation of portfolio management decisions; liaise with the firm’s executing brokers as needed.
- Monitor portfolio liquidity and cash balances; coordinate portfolio actions related to capital calls and other liquidity needs.
- Maintain and enhance internally developed portfolio management tools and data processes, including ongoing initiatives to streamline the integration of data across custodial platforms, market data providers, and internally maintained portfolio models.
- Utilize third-party portfolio management software and internal Excel/Power Query-based tools.
- Monitor and report on portfolio performance; conduct performance attribution and address performance dispersion across portfolios.
- Evaluate and implement optimal approaches for integrating new investments into portfolios.
- Build and implement portfolio transition plans for onboarding new clients.
- Perform ad hoc investment analysis as needed.
Requirements
What you’ll need- Bachelor’s degree in finance, economics, accounting, or a related field.
- 1–3 years of professional experience in financial services; experience in asset management, investment consulting, or trading preferred.
- Relevant internship experience may be considered.
- Progress toward, or attainment of, a CFA designation strongly preferred.
- Strong grasp of capital markets, investment theory, and portfolio construction principles.
- Familiarity with custodial platforms and investment accounting processes.
- Understanding of trading workflows, systems, and counterparties.
- Proficiency in Microsoft Office, including advanced Excel skills; experience with Bloomberg and portfolio management systems is a plus.
- Excellent analytical skills and acute attention to detail.
- Self-starter who proactively seeks out additional responsibility.
- Ability to work independently and effectively in a dynamic, fast-paced environment.
- Creative problem-solver with a collaborative and positive attitude.
- Genuine interest in capital markets and portfolio management, with a desire to build a long-term career in the field.
- Experience with data automation or analysis tools (e.g., Power Query, SQL, Python) and AI tools is a plus.
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Portfolio ConstructionInvestment TheoryCapital MarketsData AutomationSQLPythonPower QueryInvestment AccountingTrading WorkflowsPerformance Analysis
Soft Skills
Analytical SkillsAttention to DetailSelf-StarterCreative Problem-SolverCollaborative Attitude
Certifications
CFA Designation