Investment Associate

Cerity Partners

$100K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 1-3 years of relevant work experience
  • Detail-oriented with a self-starter mentality
  • Strong research and analytical skills
  • Excellent communication skills in writing and presentation
  • Ability to build relationships in the entrepreneurial and investor community
  • Passion for venture capital and start-up culture

Responsibilities

  • Identify potential start-up investments and source relationships with founders
  • Evaluate business plans and pitches from entrepreneurs
  • Track and report on deal flow generated by the team
  • Conduct research on industry sectors and market trends
  • Assist with due diligence processes

Benefits

  • Health, dental, and vision insurance from day one
  • 401(k) plan with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education
  • Opportunity to engage in community outreach
  • Commuter benefits
Full Job Description
Position Summary:

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


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