Jobs Companies Cerity Partners Investment Associate

About this Investment Associate role at Cerity Partners

Cerity Partners · Onsite · San Francisco, CA
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.

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About Cerity Partners

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for e

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