layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Investment Associate
Chicago, IL; Chicago Office
Source: Cerity Partners careers · View original posting
- Pay
- Compensation Range: $75,000 - $100,000
- Employment
- full time
Employer job description
From Cerity Partners's posting. “We” and “our” refer to the employer.
Position Summary:
Cerity Partners is hiring a single Investment Associate to be shared across three to four Chicago wealth management partners. This is a career-track investment role for a high-quality recent graduate with a strong finance/investment background and a genuine interest in building a career in wealth management.
Over a 3–5 year developmental arc, the analyst will become a dedicated investment resource for each participating partner — learning their clients, investment philosophy, preferred models, and portfolio-management approach — while pursuing the CFA designation.
The role provides approximately 9–12 hours of dedicated investment support per partner per week, depending on whether the position is shared among three or four partners. It moves investment-knowledge work — but not necessarily partner-level experience — to the appropriate level, freeing partners and senior team members to focus on client relationships and advice, complex planning, prospect development, COI relationships, business development, and asset gathering and retention.