Cerity Partners Ventures
Financial Services
InvestmentAssociate
“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
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