Investment Analyst, Intern
COMPANY OVERVIEW
Cercano Management LLC (“Cercano”) is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as family foundations and family offices. Cercano is based in Bellevue, WA, with offices in Wayzata, MN, Atlanta, GA, 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.
POSITION MISSION
Cercano is hoping to identify an exceptional candidate who can assist the team with a variety of projects during the upcoming summer months, examples of which are listed below. This is position is part-time.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Work closely with the co-CIO and other investment professionals, helping in their everyday work.
• Assist in business development tasks, including organizing data for the CRM and other assignments.
• Work on special research projects.
QUALIFICATIONS
To perform this job successfully, an individual must be capable of operating in a start-up environment and have a “can-do” attitude. 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 ability to work independently
• Strong communication skills (written, verbal, and presentations)
• Self-motivated and team oriented
• Intellectual curiosity
• Academic background or interest in business, finance, or marketing
• Ability to operate within a fluid and flexible scope of responsibilities
Preferred
The ideal candidate is someone who considers themselves to be a curious, multi-interested and a thoughtful contributor, who is excited about the opportunity to step into a growing, dynamic financial firm. Previous experience with Excel and PowerPoint is a plus, as well as previous internship experience in Finance, Banking, or Investment setting.
Computer skills
• MS Office (Word, Excel, PowerPoint, Outlook, and SharePoint) proficiency
Education/experience/certifications
• Pursuing a Bachelor’s degree in Business, Finance, Economics or a related field
SALARY RANGE:
$20.00 on an hourly basis.
Cercano 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.
Benefits:
Opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, Benefit.
Cercano 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.
Location
Bellevue, Washington (Remote)
Department
Executive
Employment Type
Intern
Minimum Experience
Entry-level
Cercano Management LLC (“Cercano”) is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as family foundations and family offices. Cercano is based in Bellevue, WA, with offices in Wayzata, MN, Atlanta, GA, 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.
POSITION MISSION
Cercano is hoping to identify an exceptional candidate who can assist the team with a variety of projects during the upcoming summer months, examples of which are listed below. This is position is part-time.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Work closely with the co-CIO and other investment professionals, helping in their everyday work.
• Assist in business development tasks, including organizing data for the CRM and other assignments.
• Work on special research projects.
QUALIFICATIONS
To perform this job successfully, an individual must be capable of operating in a start-up environment and have a “can-do” attitude. 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 ability to work independently
• Strong communication skills (written, verbal, and presentations)
• Self-motivated and team oriented
• Intellectual curiosity
• Academic background or interest in business, finance, or marketing
• Ability to operate within a fluid and flexible scope of responsibilities
Preferred
The ideal candidate is someone who considers themselves to be a curious, multi-interested and a thoughtful contributor, who is excited about the opportunity to step into a growing, dynamic financial firm. Previous experience with Excel and PowerPoint is a plus, as well as previous internship experience in Finance, Banking, or Investment setting.
Computer skills
• MS Office (Word, Excel, PowerPoint, Outlook, and SharePoint) proficiency
Education/experience/certifications
• Pursuing a Bachelor’s degree in Business, Finance, Economics or a related field
SALARY RANGE:
$20.00 on an hourly basis.
Cercano 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.
Benefits:
Opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, Benefit.
Cercano 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.
Location
Bellevue, Washington (Remote)
Department
Executive
Employment Type
Intern
Minimum Experience
Entry-level