Position Summary:
Cerity Partners Ventures (CPV) is hiring an Operations Associate supporting business development. Founded as Touchdown Ventures in 2014, our practice merged with Cerity Partners in 2024. CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations, working with leading brands like Kellogg, T-Mobile, Olympus, 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.
The Associate role is an exciting opportunity to join a growing firm. We are building something special and are seeking candidates who share our vision and excitement.
Note: this is not a venture capital investment position, but the candidate will get exposure to and learn about the venture capital industry.
This position will be based with our team in Philadelphia. We are hybrid with the candidate expected to work three days a week in the office in Philadelphia.
Primary Responsibilities
Track and report on our new business development pipeline
Research various industries and companies supporting our new business development efforts
Prepare marketing materials including presentations and collateral on our practice targeting prospective clients
Assist with financial reporting and tracking of our practice metrics
Required Qualifications:
Bachelor’s Degree
1-3 years of relevant work experience
Skills and Competencies:
Detail Oriented and self-starter who enjosy working in a colleagial workplace
Extremely positive and flexible
Critical thinking, including superior research and analytical ability
Intellectual curiosity, strong problem-solving skills, and attention to detail
Excellent writing, presentation and verbal communication skills; knowledge of Salesforce and LinkedIn is strongly preferred but not required
Enthusiasm for venture capital, start-ups and entrepreneurship
Willingness to work in a start-up and fast paced culture
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.
Top Skills
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.
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