Ceritypartners
Merger Integration Investment Analyst
New York City, NY
No sponsorship$100k-$120kDetected 14 days ago
Outbound SalesResearchLeadershipCommunicationAdaptabilityMicrosoft OfficeCFA
About the role
- The visibility and responsibility of having a critical role will require the successful candidate to be adept at managing a variety of tasks at a given time.
- The position reports directly to the firm's Head of Investment Management and is an in-office New York City-based position.
- For those needing accommodations, please reach out to careers@ceritypartners.com.
Responsibilities
- Explain the Cerity Partners investment offering and merger glide path
- Complete a detailed report on each merger candidate to be made available to the broader merger team and Cerity Partners' leadership team
- Post-closing, lead detailed review meetings with recently merged firms and guide them through a successful merger process.
- Develop tools to improve our review and outbound communications processes.
- The Merger Integration Investment Analyst is a critical role for Cerity Partners and will offer the successful candidate the opportunity to work directly with members of the firm's leadership team that combines research and advisor engagement.
- In this role, the successful candidate will work closely with the firm's Investment Office and Business Integration team in reviewing prospective merger candidates, explaining the investment offerings from Cerity Partners and provide support to recently merged teams once they join the firm.
- Our people drive our success by working together to deliver exceptional service to our clients.
- Why Cerity Partners:
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
Requirements
- Bachelor's degree required.
- Expertise with Microsoft Office and AI toolsets required.
- Applicants must be authorized to work for any employer in the U.S.
Nice to have
- Manager due diligence experience strongly preferred;
Compensation
- $100,000 - $120,000
Benefits
- Health, dental, and vision insurance - day 1!
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Commuter benefits
- Flexible, adaptable and able to anticipate and resolve complex issues;
- Below is a glimpse of the key elements of our total rewards package:
Company info
- In addition, the successful candidate will have additional responsibilities as part of the Investment Office that may include manager research, developing critical communications pieces and identifying ways to improve the offering.
Equal opportunity
- We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
Visa & Work Authorization
- Applicants must be authorized to work for any employer in the U.S.
Apply directly at Ceritypartners →Create a free account for alerts like thisView Ceritypartners immigration profile
This listing is sourced directly from Ceritypartners's careers page and normalized into a canonical job model.