Investment Associate
Chicagohybridjunior$75K – $100K
Posted yesterday · via Workday
About this role
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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: claude, salesforce
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Chicago. We weight your proximity and willingness to relocate.
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claudesalesforce