Marketing, Business development and Client Service 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 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          

Since the firm’s inception, Cercano’s Business Development, Marketing, and Client Service departments have been involved in a broad range of projects, including sourcing and onboarding new clients, creating external marketing materials, supporting Cercano’s current client relationships in a variety of ways, and building out a customized CRM system. Cercano is hoping to identify an exceptional candidate who can assist with projects and deliverables across these three departments during the upcoming summer months, examples of which are listed below.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Update data in the CRM system and maintain data integrity.
• Create profile reports on prospective clients and other business partners.
• Curate and maintain a library of investment research related to current economic and capital market events, in preparation for quarterly client reporting.
• Assist as needed with ad hoc deliverables for the client service team.
• Collaborate with other internal product teams who may require assistance in producing materials for the CIO.

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
• Proactive self-starter
• Academic background or interest in business, finance, or marketing
• Ability to operate within a fluid and flexible scope of responsibilities
• Must be a U.S. resident in the state of Washington or Minnesota
• 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 or Wayzata 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 PowerPoint and visual design is a plus, as well as previous internship experience in a business or corporate office setting. Ideally, the candidate would have an interest in pursuing a position in fundraising, business development, and/or client service and marketing following the completion of their undergraduate degree.

Computer skills

• MS Office (Word, Excel, PowerPoint, Outlook, and SharePoint)

Education/experience/certifications

• Pursuing a bachelor’s degree in business, finance, marketing, 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. 

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. 

Salary : $22