Investment Associate

Cerity Partners Management LLC; Los Angeles (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Job summary

Cerity Partners Ventures, a Cerity Partners practice, is seeking an Associate to join the Los Angeles team. You will identify startups for investments and partnerships, meet entrepreneurs, and assess business plans while developing relationships with founders.

You will help track deal flow, research industry dynamics, and assist with due diligence and closing transactions, gaining mentorship from experienced venture capitalists in a collaborative setting.

Qualifications

• Bachelor’s degree with 1–3 years of experience in consulting, financial services, or startup operating roles.
• Growth mindset for a professional services environment.
• Detail-oriented self-starters with curiosity about business innovation.

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 deal flow generated by our team.
• Research industry sectors, trends, and market dynamics.
• Assist with due diligence and in closing transactions.

Skills

Growth mindset

Detail-oriented

Self-starter

Curiosity

Education

Bachelor's degree

Job description

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

Compensation Range $100,000 + Performance Bonus & Benefits

Benefits

• 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

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.

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 [e-mail].

Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. We truly care about what we do.

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 experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron's Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.

We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.