Investment Associate

Cerity Partners; San Francisco (CA); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO policy

Parental leave

Financial assistance for education

Commuter benefits

Job summary

Cerity Partners is seeking an Investment Associate to join their Built World and Technology teams in San Francisco. The role involves sourcing venture capital opportunities and assisting with due diligence. Candidates should have a Bachelor’s degree and 1-3 years of relevant experience. The position offers a competitive salary range of $100,000 to $115,000, along with health insurance and a flexible PTO policy among other benefits. Cerity Partners values diversity and is an Equal Opportunity Employer.

Qualifications

• 1-3 years of relevant work experience.

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.

Skills

Detail-oriented

Critical thinking

Research skills

Analytical skills

Communication skills

Relationship building

Enthusiasm for venture capital

Education

Bachelor's degree

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 San Francisco.

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 relationships with entrepreneurs, investors, and other stakeholders
• Enthusiasm for venture capital, start‑ups and entrepreneurship
• Willingness to work in a start‑up culture

Compensation Range

$100,000-115,000

Why Cerity Partners

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

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 [e-mail]. Applicants must be authorized to work for any employer in the U.S.