Cerity Partners Ventures
Financial Services
InvestmentAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Investment Associate at Cerity Partners Ventures. Skills: Investment analysis, Financial modeling. Support investment team. Conduct financial modeling”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
1+ years experience, Bachelor's degree
Nice to Have
CFA charterholder preferred, Master's degree preferred, Series 7/63/65 licenses preferred
What You'll Do.
Support investment team
Conduct financial modeling
Perform valuation analysis
Assist with due diligence
Prepare investment memos
Monitor portfolio companies
Track industry trends
How You'll Work.
Team & Collaboration
Investment team; Senior management
Communication Scope
Investment memos; Presentations
Full Job Description
**Position Summary:** Cerity Partners Ventures (CPV) is hiring Investment Associates for our Built World and Technology teams. 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 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
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