Job Description

Job Description

Job Description

Salary:

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 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 clients 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

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.

We are accepting applications until 5 PM PT on February 28th.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Work closely with the private investments team, helping analyze new investment opportunities in private credit and private equity.
• Assist in building and maintaining company models, reading through company results, and taking notes.
• 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
• Candidates entering their junior or senior year of studies (in the Fall academic year)
• 40 hours a week from 8am to 5pm in the Bellevue office

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 Bachelors degree in Business, Finance, Economics or a related field

SALARY RANGE: $22.00 per hour

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.

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