Investment Associate

Cerity Partners

Los Angeles, CAHybridFull time
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Pay
$100K
a year
Location
Los Angeles, CA
Work style
Hybrid
Job type
Full time
Posted
Oct 16
1 day ago
Career path

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About the company

Cerity Partners

Financial Services · 1,001 to 5,000 employees

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.

We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.

Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.

This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.

https://ceritypartners.com/award-disclosures

Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.

Cerity Partners on LinkedIn

What you'll do

  • The Associate will identify and evaluate startup investment opportunities while developing relationships with founders and industry leaders.
  • They will also conduct market research, assist with due diligence, and support the execution of commercial partnerships.

What you need

  • Candidates must hold at least a bachelor's degree and possess 1-3 years of relevant experience in consulting, financial services, or startup operations.
  • Strong analytical skills, a growth mindset, and attention to detail are essential for this role.
  • Education: a bachelor's degree

Key skills

Venture capitalInvestment analysisDue diligenceFinancial servicesMarket researchBusiness innovationDeal flow managementRelationship managementStrategic insightsClient serviceStartup evaluationConsultingFinancial modelingTrend analysisCommercial partnerships

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Perks

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Performance bonuses
  • 401(k) savings plan
  • 4% match
  • Flexible PTO policy
  • Parental leave

See full description on company page, apply now

Read the full posting here
Cerity Partners Ventures (CPV) is hiring an Associate to join our team in Los Angeles. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations, working with industry leaders like Avery Dennison, Kellogg, Olympus, T-Mobile, and more. With a team of 40+ investment professionals in Boston, Chicago, Los Angeles, New York, Philadelphia, and San Francisco, CPV manages more than 15 corporate venture capital funds. Cerity Partners Ventures works closely with corporate clients to develop and execute innovation strategies. Associates source and qualify opportunities for some of the world’s most successful corporations to partner with and invest in startups. You will work on a collaborative team investing in startups relevant for food & agriculture, CPG, and industrial manufacturing leaders. Our team delivers high quality client service, strategic insights, commercial impact, and venture capital investment advisory. The Associate role is an opportunity to join a growing firm, with substantial mentorship and training from experienced venture capitalists. This position will be based in our Los Angeles Century City office. Primary Responsibilities Identify startups for investments and commercial partnerships Meet with entrepreneurs and evaluate their business plans and pitches Develop relationships with founders Track and report on other deal flow generated by our team Research industry sectors, trends, and market dynamics Assist with due diligence and in closing transactions Required Qualifications. Minimum of a bachelor’s degree, preferably with 1-3 years of relevant work experience in consulting, financial services, or startup operating roles. Candidates should bring a growth mindset for a professional services environment. Successful colleagues are detail-oriented self-starters with natural curiosity about business innovation Compensation Range $100,000 + Performance Bonus & Benefits Why Cerity Partners Cerity Partners Ventures is a leading practice within Cerity Partners, a top independent investment advisory firm with more than $150 billion in assets under management. Cerity Partners seeks to deliver financial advantage for institutions, family offices, and high net worth individuals. Our people drive our success by working together to deliver exceptional service to our clients. Below are elements of compensation in addition to salary and annual performance bonus: Health, dental, and vision insurance Potential for performance bonuses based on successful investments 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave 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.

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