Portfolio Management Associate

Position Summary: Cerity Partners OCIO is seeking an Associate to join our Portfolio Management team. This role will support the OCIO Portfolio Management team across its core functions – portfolio monitoring, rebalancing, and trade execution – ensuring client portfolios remain aligned with the firm’s investment outlook and each client’s specific objectives and constraints. The Associate will also play an active role in maintaining and enhancing internally developed portfolio management tools and data processes. This is a hybrid position in the firm’s Denver or New York City locations with an expectation of being in the office at least three days per week; the remaining two days may be worked remotely. Primary Responsibilities 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. Required Qualifications: 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. Preferred Qualifications: Progress toward, or attainment of, a CFA designation strongly preferred. Skills and Competencies: 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. Compensation Range: $75,000 - $90,000 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 View email address on click.appcast.io. 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.