Cerity Partners' Retirement Plan Consulting (RPC)practice ishiring an Investment Analyst to serve as the dedicated investment analytics resource for our institutional retirement plan clients. Today, this work is split between our two investment-focused team members (Connie Mulligan and Patrick Fischbach) and borrowed capacity from our Wealth Management Division. This roleconsolidatesthat work into one dedicated seatand willbecome the investment analytics backbone of a growing institutional retirement consulting practice, with a clear path toward more senior, client-facing responsibility as you develop.
Primary Responsibilities
Prepare Investment Monitoring Reports (IMRs) each quarter, including data collection, quality checks, and coordination with plan advisors
Build Target Date Fund due diligence reports and support ongoing target date fund series research
Produce Strategic Lineup Reviews (SLRs) for client retirement plan menus
Prepare Stable Value fund due diligence reports
Support investment selection and fund replacement/mapping analysis
Respond to ad hoc investment analytics requests from the RPC team
Maintain and improve report templates, data sources, and process documentation used across the team
Over time, take on greater ownership of client-ready output and begin supporting client-facing meeting preparation
Required Qualifications:
Recent college graduates with a finance-related degree are encouraged to apply — up to approx. 1–2 years of experience in investment operations, retirement plan consulting, asset management, or a related analytical role is also welcome (relevantinternshipexperience will be considered)
Bachelor's degree in finance, economics, accounting, or a related fieldrequired
Comfortable with Excel-based analysis; exposure to Morningstar, Broadridge/Fi360, or similar investment research tools is a plus
Strong attention to detail — this role is client-facing output even when the personisn'tin the room
Organized and able to manage a recurring quarterly reporting cycle across many clients at once
Clear written communicator; comfortable asking questions and flagging issues early
Interest in eventually growing into more client-facing retirement plan consulting work
Preferred Qualifications:
Progress toward CFA, CIMA, AIF, or similar designation
Prior exposure to defined contribution retirement plans (401(k), 403(b), 457)
Skills & Competencies:
Ability to talk to clients independently
Ability to train and mentor Client Service Associates
Ability to develop wealth planning and investment recommendations and present to clients when applicable
Working knowledge of e-Money, Salesforce a strong plus.
Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
Must accept and thrive in a fast-paced, changing environment.
Ability to build and maintain relationships with potential and current clients.
Tenacious about doing what is right for the client – always.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Compensation Range:
$60,000 - $70,000
WhyCerityPartners
Our people drive our success by working together to deliver exceptional service to our clients. Below isa 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
Financialassistancefor 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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
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