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Office of CIO Internship

Company: Cercano Management
Location: Bellevue
Posted on: August 5, 2022

Job Description:

Job DescriptionSalary: COMPANY OVERVIEW Cercano Management LLC ("Cercano") is a newly formed SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as a family foundation. Cercano is based in Bellevue, WA, with offices in Minneapolis, MN, and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer. The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis. Cercano offers services for all aspects of a client's assets or family office. The team also has experience working with clients who have significant investments in non-financial assets on a global scale, such as fine art, professional sports teams, entertainment properties, intellectual property, commercial real estate, farmland, and personal residential estates. POSITION MISSION The hallmark of great client service is anticipating client needs. Our goal is to proactively generate and curate custom investment-related content for distribution to our clients. The Office of the CIO will be the source of this content in conjunction with the Client Service Team. ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Monitor macro trends – publish thought pieces, aggregate supporting data, charts, graphs, tables etc.
  • Create, curate, maintain library of investment research work-product
  • Generate economic and investment content appropriate to all clients as well as content specific to individual clients
  • Synthesize ideas/themes from public equities team single-stock research
  • Monitor single stock and macro research generated by the Street, identify themes, connect dots, and tie it in as it relates to client portfolios
  • Help generate content for CIO
  • Collaborate with client service team to generate content for clients/respond to inbound requests for clients QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Knowledge, experience, skill, and/or ability Required
    • Excellent analytical skills including financial modeling and independent research
    • Strong communication skills (writing, verbal, and presentations)
    • Self-sufficient but team oriented
    • Academic background in economics and/or finance
    • Background in business writing, financial publications PreferredEconomics major preferred. Finance Majors will be considered. Business writing skills, presentation skills, facility with PowerPoint. Bloomberg a plus. Must have a strong interest in capital markets.Computer skills
      • MS Office (Word, Excel, PowerPoint, and Outlook) Education/experience/certifications
        • Bachelor's degree in Finance/Accounting
        • Advanced degrees will be considered though not required Cercano Management LLC is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.

Keywords: Cercano Management, Bellevue , Office of CIO Internship, Administration, Clerical , Bellevue, Washington

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