Merger Integration Investment Analyst

Cerity Partners LLC; New York (NY); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners LLC in New York City is seeking a Merger Integration Investment Analyst to work with senior leadership on merger review, integration, and post-merger strategy. You will conduct in-depth investment analyses, explain offerings, and prepare detailed reports for the merger team.

The ideal candidate has 3–5 years of investment experience, due diligence capabilities, and strong communication. This in-office hybrid role offers exposure to leadership and a path to impact notable mergers.

Qualifications

• 3–5 years of investment experience, preferably at an RIA, broker-dealer, multi-family office or bank.
• Understanding of investments including asset allocation, managed portfolios, alternative investments and performance measurement.
• Manager due diligence experience preferred.
• Strong written and oral communication and presentation skills.
• Bachelor’s degree required; CFA/MBA/CIMA/CAIA designations viewed favorably.
• Expertise with Microsoft Office and AI toolsets required.

Responsibilities

• Review prospective merger firms and conduct deep-dive investment analyses.
• Explain Cerity Partners’ investment offering and merger glide path.
• Prepare detailed merger candidate reports for leadership review.
• Lead post-closing review meetings with recently merged firms.
• Support merged teams in identifying new strategies for Wealth Management Investment Committee.
• Develop tools to improve review and outbound communications processes.
• Present to firmwide audiences on investment-related calls.

Skills

Investment experience

Due diligence

Communication skills

Presentation skills

Confidentiality

Team collaboration

Business acumen

Education

Bachelor’s degree

Tools

Microsoft Office

AI toolsets

Job description

## Merger Integration Investment AnalystApplyremote type: Hybridlocations: New York City, NYtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R744The Merger Integration Investment Analyst is a critical role for Cerity Partners and will offer the successful candidate the opportunity to work directly with members of the firm’s leadership team that combines research and advisor engagement. The visibility and responsibility of having a critical role will require the successful candidate to be adept at managing a variety of tasks at a given time. In this role, the successful candidate will work closely with the firm’s Investment Office and Business Integration team in reviewing prospective merger candidates, explaining the investment offerings from Cerity Partners and provide support to recently merged teams once they join the firm. In addition, the successful candidate will have additional responsibilities as part of the Investment Office that may include manager research, developing critical communications pieces and identifying ways to improve the offering. The position reports directly to the firm’s Head of Investment Management and is an in-office New York City-based position.**Primary Responsibilities**In this role, you will:* Participate in the review of prospective merger firms* Do a deep-dive analysis on all things investment-related to the merger* Explain the Cerity Partners investment offering and merger glide path* Complete a detailed report on each merger candidate to be made available to the broader merger team and Cerity Partners’ leadership team* Post-closing, lead detailed review meetings with recently merged firms and guide them through a successful merger process.* Assist recently merged teams as they identify new strategies to be presented to the Wealth Management Investment Committee.* Work with other members of the Investment Office with initial and ongoing due diligence of strategies on the platform.* Present to a firmwide audience on investment-related calls.* Develop tools to improve our review and outbound communications processes. **Ideal Candidate Profile – “Our Casting Call!”*** 3-5 years of investment experience, preferably at an RIA, broker-dealer, multi-family office or bank;* Experience or demonstrated understanding of investments including, but not limited to asset allocation, managed portfolios, alternative investments, performance measurement, portfolio reviews;* Manager due diligence experience strongly preferred;* Coachable professional with good "business sense" and an energetic/dynamic personality;* Flexible, adaptable and able to anticipate and resolve complex issues;* The ability to establish credibility and rapport by balancing persistence with collegial follow-up and who views the team concept as critical to model;* Superior written and oral communication/presentation skills;* Confidentiality and professional integrity of the highest order;* Bachelor’s degree required. CFA, MBA, CIMA or CAIA designations would be viewed favorably;* Expertise with Microsoft Office and AI toolsets required.**Physical Requirements:*** Prolonged periods sitting at a desk and working on a computer* Able to lift up to 25lbs**Compensation Range:****$100,000 – $120,000****Why Cerity Partners****:**Our people drive our success by working together to deliver exceptional service to our clients. Below is a 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* Financial assistance for 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 [e-mail]. Applicants must be authorized to work for any employer in the U.S.*