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Cerity Partners

National wealth management and fiduciary advisory

Investment Associate

Venture CapitalConfirmed live in the last 24 hours
Full-timeLos Angeles, CA, USA

About the Job

Requirements

  • A bachelor's degree is required.
  • One to three years of relevant work experience in consulting, financial services, or startup operating roles is preferred.
  • Candidates should bring a growth mindset for a professional services environment.
  • Candidates should be detail-oriented self-starters with natural curiosity about business innovation.
  • Applicants must be authorized to work for any employer in the United States.

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 the team.
  • Research industry sectors, trends, and market dynamics.
  • Assist with due diligence and closing transactions.

About the Company

Cerity Partners

National wealth management and fiduciary advisory

Cerity Partners is a national wealth management firm offering integrated advisory services to individuals, families, businesses, and nonprofits. It operates as a fee-based fiduciary, earning asset-based, fixed, and hourly fees, with wealth and investment advisory fees starting around 1.50% of assets under management. The firm provides a full suite of services, including wealth and investment management, estate and gift planning, tax planning, and corporate services like retirement plan consulting and OCIO for nonprofits, delivered by teams of experts across finance, tax, and law. Its growth relies on mergers and acquisitions to expand reach and capabilities, and it bases investment decisions on modern portfolio theory with dynamic asset allocation and rebalancing.

Company size
1,001-5,000
Company stage
Growth Equity (Non-Venture Capital)
Total funding
$1B
Headquarters
New York City, New York
Founded
2009

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