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© All Rights Reserved. ApplyBlast.com
Cerity Partners
A Trading Associate at Cerity Partners provides centralized trading, rebalancing, and investment management support for the firm's advisor base. The role involves executing trades, performing portfolio reconciliations, and utilizing the Eclipse platform to ensure compliance with investment policies. Associates collaborate with advisors and the Investment Committee to maintain accurate client portfolios while adhering to fiduciary obligations.
Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cerity Partners.
30% below the average for this role
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
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