Cerity Partners
1001 - 5000 employees
💸 Finance
🤝 Non-profit
Finance • Wealth Management • Non-profit
Cerity Partners is a comprehensive financial advisory firm that provides a wide array of services tailored for individuals, families, corporations, and nonprofit organizations. The firm specializes in wealth management, investment solutions, estate and gift planning, tax planning, and risk management. Their approach is centered on delivering objective financial advice and customized strategies aimed at addressing the unique financial needs and complexities faced by their clients.
Investment Associate
🕒 May 21
🏢🏡 San Francisco – Hybrid
💵 $100k - $115k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
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Cerity Partners
1001 - 5000 employees
💸 Finance
🤝 Non-profit
Finance • Wealth Management • Non-profit
Cerity Partners is a comprehensive financial advisory firm that provides a wide array of services tailored for individuals, families, corporations, and nonprofit organizations. The firm specializes in wealth management, investment solutions, estate and gift planning, tax planning, and risk management. Their approach is centered on delivering objective financial advice and customized strategies aimed at addressing the unique financial needs and complexities faced by their clients.
📋 Description
• 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
🎯 Requirements
• Bachelor’s degree • 1-3 years of relevant work experience
🏖️ Benefits
• 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
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