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 in investment or related fields.
  • Detail-oriented and self-starter with a collaborative mindset.
  • Strong critical thinking and analytical skills.
  • Excellent writing, presentation, and verbal communication skills.
  • Ability to network with entrepreneurs and investors.

Responsibilities

  • Identify and source potential start-up investments from founders.
  • Evaluate business plans and pitches through meetings with entrepreneurs.
  • Track and report deal flow generated by the investment team.
  • Conduct research on industry sectors, trends, and market dynamics.
  • Assist in the due diligence process for investments.

Benefits

  • Health, dental, and vision insurance starting on day 1.
  • 401(k) plan options with a 4% employer match.
  • Flexible PTO policy.
  • Parental leave available.
  • Financial assistance for further education and professional designations.
  • Opportunities to engage in community service.
  • Commuter benefits provided.
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 Los Angeles, New York, or Philadelphia.

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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