About the role

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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Aplyr's read

Cerity Partners is a wealth management firm focusing on personalized financial services for individuals and institutions, employing a diverse range of financial professionals.
Synthesized from recent postings & public sources

What's promising

•Cerity Partners offers a collaborative work environment with opportunities for career growth in wealth management.
•The firm provides comprehensive financial services, appealing to clients seeking personalized investment strategies.
•Recent expansion in roles indicates a growing company with diverse opportunities for financial professionals.

What to watch

•The highly competitive financial services industry may pressure Cerity Partners' market share.
•Economic downturns could impact client investments and firm revenue, affecting job stability.
•Limited public information about employee satisfaction and company culture may concern potential applicants.

Why Cerity Partners

•Cerity Partners emphasizes personalized financial planning, setting it apart from more standardized competitors.
•The firm integrates wealth management with tax and compliance services, offering a holistic approach.
•Cerity Partners' focus on training and development is evident in roles like Director of Wealth Management Training & Development.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Cerity Partners

Cerity Partners

ceritypartners.com

View company

Cerity Partners is a wealth management firm that provides financial planning and investment management services to individuals, families, and institutions.