Cerity Partners Ventures

Financial Services

InvestmentAssociate

$100–115k Los Angeles, California, United States; New York, New York, United States; Philadelphia, Pennsylvania, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Investment Associate at Cerity Partners Ventures. Skills: Investment analysis, Financial modeling. Support investment team. Conduct financial modeling”

Industry & Context.

Financial Services
Problems you'll solve

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

Free ATS check

Applying for this Investment Associate role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Cerity Partners Ventures?

Real rants from real employees. Read before you apply.

Read Company Rants →