Project Manager- Operations Analyst

Primary Responsibilities

As a member of the operations team your responsibilities would include the following activities:

• Support the project team by maintaining a clearly defined project plan. This includes:

  • Organized updates on statuses for all project related tasks

  • Realistic and defined due dates and dependencies

  • Managing follow ups and delegation of tasks throughout the project

• Support the integration of new advisors onto the Orion system.  This includes:

  • Establish the clients / accounts

  • Link to custodians

  • Analyze the conversion of history (transactions, balances and performance)

  • Reconcile outliers pertaining to the historical conversion

  • Populate custom fields

  • In conjunction with users, create and test client packages

  • Assist in user setup and training

• During the life of the project, serve as a point of contact for all operations questions for advisor teams, and third-party solution providers

• Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform.

• Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.

• Ensure the existence of adequate internal controls and compliance with regulatory requirements

• Assist with improvement projects, ad-hoc projects and complete assigned research projects

• Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies

Primary Responsibilities  

• Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team.

• Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm.

• An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.

• 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 excel required

• Bachelor’s degree in Business or related field required

• 1-3 years related investment services industry experience preferred

• Experience with portfolio accounting and performance management software such as Orion a plus

• Experience with project management a plus

Compensation Range: 

$90,000 - $100,000

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 [email protected]. Applicants must be authorized to work for any employer in the U.S.