Jr. Financial Analyst

Job Details

Job Location

Cleveland Office - Cleveland, OH

Position Type

Full Time

Education Level

4 Year Degree

Job Shift

Day

Job Category

Finance

Under general direction and supervision, your primary duties will be to assist in the preparation of meeting materials for clients, prepare documents to send to clients, analyze client accounts and work with principals of the firm to provide financial counseling to clients.

Primary Responsibilities:

• Assist in building financial exhibits and models used for client presentations using Excel
• Complete various paperwork for investment custodians and insurance providers on client behalf
• Gather relevant tax material used for income tax projections/income tax return
• Review quarterly investment portfolio performance reports for accuracy
• Monitor client accounts for tax-loss harvesting opportunities
• Help in the implementation of new technology initiatives to help firm run more efficient
• Utilize different organizational techniques to assure that both internal and external deadlines are met
• Assist VP and Sr. Financial Analysts in meeting follow-ups
• Fill out client insurance forms and open client investment and bank accounts
• Interact with clients' other advisors (lawyers, accountants, brokers) to provide and request information
• Review clients' debt and lending portfolios and determine proper usage of debt vs. cash
• Perform other duties as deemed necessary or as directed

Ideal Candidate Profile - "Our Casting Call!"

• Team player who welcomes feedback with the goal of continuous improvement
• Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills
• Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time
• Proficiency in technology/applications a must - experience with eMoney, Salesforce and Excel preferred
• 0-3 years experience in financial services preferred
• Bachelor's degree preferred but not required

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class customer experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills