Investment Associate

Reposted Yesterday
Be an Early Applicant
2 Locations
In-Office
100K-115K Annually
Junior
Financial Services
The Role
As an Investment Associate, you will source venture capital investment opportunities, evaluate business plans, track deal flow, research industry trends, and assist with due diligence.
Summary Generated by Built In
Position Summary:   

Cerity Partners Ventures (CPV) is hiring Investment Associates for our Built World team. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations, working with leading brands like Kellogg, T-Mobile, BEHR, and more. With a team of 50+ investment professionals in Boston, Chicago, Los Angeles, New York, Philadelphia, and San Francisco, CPV manages more than 20 corporate venture capital funds. 

As an Investment Associate, you will work on a dedicated fund team focused on AI, insurance technology, home services, construction technology, building products, and more as part of our larger Built World sector practice. Investment Associates source venture capital investment opportunities and help impact the innovation strategies at some of the world’s most successful corporations. The Associate role is an exciting and entrepreneurial opportunity to join a growing firm, providing potential for growth and advancement. We are building something special and are seeking candidates who share our vision and excitement. 

This position will be based with our team in San Francisco or New York City.

Primary Responsibilities  

  • Identify potential start-up investments and source relationships with the company founders 

  • Meet with entrepreneurs and evaluate their business plans and pitches 

  • Track and report on deal flow generated by our team 

  • Research industry sectors, trends, and market dynamics 

  • Assist with due diligence 

Required Qualifications:  

  • Bachelor’s degree 

  • 1-3 years of relevant work experience  

Skills and Competencies:  

  • Detail-oriented and self starter who enjoys working in a collegial workplace  

  • Critical thinking skills, including superior research and analytical ability 

  • Positive and flexible attitude  

  • Intellectual curiosity, strong problem-solving skills, and attention to detail 

  • Excellent writing, presentation and verbal communication skills 

  • Ability to build relationships with entrepreneurs, investors, and other stakeholders 

  • Enthusiasm for venture capital, start-ups and entrepreneurship 

  • Willingness to work in a start-up culture 

Compensation Range: 

$100,000-115,000 

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.

Skills Required

  • Bachelor's degree
  • 1-3 years of relevant work experience

Cerity Partners Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.

  • Retirement Support An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
  • Leave & Time Off Breadth Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
  • Wellbeing & Lifestyle Benefits Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.

Cerity Partners Insights

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The Company
HQ: New York, NY
879 Employees

What We Do

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.

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