Investment Associate - Technology & Media

Cerity Partners; San Francisco, Northern (CA, KY); Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerit y Partners Ventures (CPV) is hiring Investment Associates for our Technology & Media team. Based in Boston, Chicago, or San Francisco, CPV sources venture capital opportunities and supports corporate venture funds.

The role offers a path for growth within a growing firm and exposure to leading corporate ventures. With a compensation range of $100,000-$115,000 and a strong benefits package, CPV emphasizes collaboration, entrepreneurial spirit, and a commitment to diversity and inclusion.

Qualifications

• Bachelor’s degree is required.
• 1–3 years of relevant work experience.
• Willingness to work in a start-up culture.

Responsibilities

• Identify potential start-up investments and source relationships with 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

Research skills

Analytical ability

Communication skills

Relationship building

Venture capital interest

Start-up culture

Willingness to work in start-up

Education

Bachelor’s degree

Job description

Position Summary: Cerity Partners Ventures (CPV) is hiring Investment Associates for our Technology & Media team. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations, working with leading brands like Mars, 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 Technology and/or Media venture opportunities. 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 Boston, Chicago or 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.

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.