Full-Time
Portfolio Management Associate
Posted on 11/4/2025
Cerity Partners
1,001-5,000 employees
National wealth management and fiduciary advisory
Compensation Overview
$70k - $100k/yr
Louisville, KY, USA + 1 more
More locations: New York, NY, USA
In Person
 Finance & Banking (3) |
|---|
| , , |
- Bachelor’s degree in finance, accounting, economics or related field. Master's degree or relevant advanced designation preferred.
- 3+ years of experience in investment management, financial analysis, or related role. Experience with Salesforce, Portfolio Reporting Systems, and Investment Research Platforms is a plus.
- Strong analytical skills and attention to detail. Ability to analyze complex datasets and apply conclusions to solve problems.
- Excellent communication skills and the ability to convey complex technical concepts to non-technical stakeholders.
- Advanced proficiency in Excel is expected. Experience with Python or other programming languages is a plus.
- Data Management & System Oversight: Oversee and maintain platform updates; synthesize, monitor, and validate portfolio management system functionality and accuracy.
- Investment Analysis & Support: Support implementation and use of portfolio management initiatives by Cerity Partners Colleagues across the nation.
- Portfolio Management Operations: Support and contribute to various initiatives in alignment with our Portfolio Management goals.
- Technology & Software Research: Assist in researching available software solutions to enhance firm-wide workflows and offerings.
- Collaboration: Collaborate with Investment Research, Compliance, Wealth Management Operations, Technology, Business Intelligence, and Wealth Management Advisory Colleagues to contribute to Portfolio Management projects.
Cerity Partners is a national wealth management firm that provides integrated advisory services to high-net-worth individuals, families, businesses, and nonprofits. It charges fees as a fiduciary—asset-based, fixed, and hourly—with wealth and investment advice typically starting around 1.50% of assets under management. The firm stands out by assembling teams of finance, tax, and legal experts to offer a wide, objective set of services, including wealth and investment management, estate and tax planning, corporate retirement guidance, and nonprofit OCIO solutions, with growth driven by acquisitions. Its goal is to deliver comprehensive fiduciary guidance that fits each client’s risk tolerance and goals, using a dynamic asset allocation approach based on modern portfolio theory and regular rebalancing.
Company Size
1,001-5,000
Company Stage
Growth Equity (Non-Venture Capital)
Total Funding
$1B
Headquarters
New York City, New York
Founded
2009
Simplify's Take
What believers are saying
- Warburg Pincus $1B investment at $8.5B valuation fuels 2026 expansion.
- Verus merger adds $1.2T institutional assets and 40 years consulting experience.
- Running Point and Edge mergers enhance PPLI, retirement plans nationally.
What critics are saying
- Integration failures from 2026 mergers cause client retention drops in 6-12 months.
- Warburg Pincus mandates trigger advisor defections to Creative Planning in 12-24 months.
- SEC fines hit PPLI strategies from Running Point within 12-18 months.
What makes Cerity Partners unique
- Cerity Partners integrates financial planners, tax advisors, and attorneys for holistic wealth services.
- Firm employs modern portfolio theory with dynamic asset allocation across cash, equities, and private markets.
- M&A strategy acquires boutiques like Running Point for PPLI/PPVA tax-efficient expertise.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Parental Leave
Professional Development Budget
Commuter Benefits
Company News
NEW YORK, April 1, 2026 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm, today announced that it has merged with Covenant Partners LLC, a boutique wealth management firm based in Nashville,
Cerity Partners announces merger with Edge Financial Advisors. Press Releases | Mar 2, 2026 Cerity Partners has announced its merger with Edge Financial Advisors, an independent wealth management firm based in Wheaton, Illinois. This strategic partnership expands Cerity Partners' presence in the Midwest and enhances the combined firm's ability to deliver holistic financial planning and customized portfolio management to high-net-worth individuals, families, and business owners. Edge Financial Advisors will operate under the Cerity Partners name. Founded in 2005 on the mission of helping clients "design the life they want," Edge Financial Advisors takes a comprehensive approach to wealth management. The firm specializes in integrating tax management, investment strategies, and business planning to provide clients with clarity and confidence. With deep expertise in complex retirement strategies, including Defined Benefit and Cash Balance plans, Edge has built a reputation for treating clients with the care of trusted advisors and prioritizing their financial wellbeing as a dimension of overall health. "What drew us to Edge Financial Advisors was an immediate recognition of shared values and a genuine commitment to long-term client relationships and comprehensive planning that puts client wellbeing at the center of everything," said Claire O'Keefe, Partner & Head of Partner Development at Cerity Partners. "By welcoming their team to Cerity Partners, we are bringing greater depth of resources, expertise, and specialized capabilities to our clients in the Greater Chicago market, and we're excited to continue growing together." "Cerity Partners shares our commitment to high-quality planning and long-term client relationships," said Ed Meek, Founder and CEO of Edge Financial Advisors. "The firm's mission has been to give our clients confidence in their future. This partnership provides our clients with access to broader resources and deeper expertise in areas like advanced tax and estate planning, positioning us well to support their dreams for generations to come." By joining Cerity Partners, Edge Financial Advisors ensures that its wellbeing philosophy is supported by a robust, national platform. Clients will continue to receive the personalized, service they have come to expect now augmented by Cerity Partners' expansive capabilities in institutional-quality investment solutions and sophisticated multi-generational planning. This merger allows the Edge team to focus even more intently on their core mission: helping clients plan with confidence, pursue their ambitions, and live with the assurance that their full financial picture is well protected. Hue Partners represented Edge Financial Advisors in this transaction. About Edge Financial Advisors Edge Financial Advisors is a Registered Investment Advisor dedicated to helping clients protect and grow their financial resources through a consultative, "full-picture" planning process. Based in Wheaton, IL, the firm provides holistic wealth management, tax-aware investment strategies, and specialized retirement solutions for business owners and retirees. Edge's mission is to empower individuals to achieve a state of financial wellbeing and live the life they've always wanted.
Cerity Partners announces merger with Running Point Capital Advisors. Press Releases | Mar 2, 2026 Cerity Partners, has announced that it has merged with Running Point Capital Advisors, a wealth management and investment advisory firm based in El Segundo, California. This strategic partnership strengthens Cerity Partners' presence in the Southern California market and enhances the combined firm's ability to provide high-net-worth families and business owners with a team-based approach to wealth management. Running Point Capital Advisors will operate under the Cerity Partners name. Running Point Capital Advisors provides deeply personal and highly professional service to a diverse client base. The firm's approach is rooted in multidisciplinary teamwork, with expertise in sophisticated wealth planning strategies including Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA); specialized tools that provide tax-efficient growth and asset protection for high-net worth clients. By collaborating across technical disciplines and prioritizing clear communication on complex matters, Running Point helps clients navigate their financial journeys with clarity and confidence. "This partnership brings together two firms with a shared culture of client-first advice and a commitment to being caring stewards of our clients' wealth," said Claire O'Keefe, Partner & Head of Partner Development at Cerity Partners. "By welcoming Running Point Capital Advisors, we are expanding our footprint in the Greater Los Angeles area with a team whose depth in sophisticated planning strategies - including PPLI and PPVA - meaningfully expands access to what we can offer high-net worth clients nationally." "Cerity Partners shares our commitment to strategic, client-first planning that goes beyond conventional solutions," said Jim Schlager, Founder and Managing Partner. "Our focus has always been on deploying the full range of available strategies to help clients preserve and grow their wealth in the most tax-efficient way possible. Joining Cerity Partners gives us the national platform to deliver these capabilities to even more clients." By joining Cerity Partners, Running Point Capital Advisors ensures its clients benefit from a robust, fully integrated wealth management platform while maintaining the highly personalized service they expect. This merger deepens the firm's ability to address the full complexity of high-net-worth financial lives all supported by Cerity Partners' national resources and the specialized technical expertise the Running Point team brings to the combined firm. Hue Partners represented Running Point Capital in this transaction. About Running Point Capital Advisors Running Point Capital Advisors is a Southern California-based wealth management firm dedicated to the total financial well-being of high-net-worth families and business owners. The firm's capabilities include specialized expertise in Private Placement Life Insurance and Private Placement Variable Annuities, offering clients access to tax-efficient, institutional-quality planning strategies alongside core investment management and financial planning services. The firm's mission is to empower clients to achieve their goals through personalized service and multidisciplinary expertise.
Cerity Partners, a registered investment adviser, is set to receive a $1 billion investment led by Warburg Pincus at an $8.5 billion valuation, according to sources. The firm's management team is also purchasing $500 million of equity in the transaction. The deal represents a significant valuation for the wealth management firm and highlights continued investor interest in the registered investment adviser sector. Warburg Pincus, a private equity firm, will lead the funding round. Details about how Cerity Partners plans to use the capital or the timeline for closing the transaction were not disclosed.
Warburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources Citywire