Cerity Partners

Support business development through research, reporting, and preparing marketing materials, with a focus on venture capital industry exposure. | Bachelor's degree, 1-3 years of relevant experience, strong research, communication, and analytical skills, enthusiasm for startups and entrepreneurship. | Position Summary: Cerity Partners Ventures (CPV) is hiring an Operations Associate supporting business development. Founded as Touchdown Ventures in 2014, our practice merged with Cerity Partners in 2024. CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations, working with leading brands like Kellogg, T-Mobile, Olympus, 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. The Associate role is an exciting opportunity to join a growing firm. We are building something special and are seeking candidates who share our vision and excitement. Note: this is not a venture capital investment position, but the candidate will get exposure to and learn about the venture capital industry. This position will be based with our team in Philadelphia. We are hybrid with the candidate expected to work three days a week in the office in Philadelphia. Primary Responsibilities Track and report on our new business development pipeline Research various industries and companies supporting our new business development efforts Prepare marketing materials including presentations and collateral on our practice targeting prospective clients Assist with financial reporting and tracking of our practice metrics Required Qualifications: Bachelor’s Degree 1-3 years of relevant work experience Skills and Competencies: Detail Oriented and self-starter who enjosy working in a colleagial workplace Extremely positive and flexible Critical thinking, including superior research and analytical ability Intellectual curiosity, strong problem-solving skills, and attention to detail Excellent writing, presentation and verbal communication skills; knowledge of Salesforce and LinkedIn is strongly preferred but not required Enthusiasm for venture capital, start-ups and entrepreneurship Willingness to work in a start-up and fast paced culture 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 careers@ceritypartners.com. 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. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. 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 experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective 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 $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts 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.

Assist with client correspondence, month-end close, reconciliations, and ad hoc projects in a finance environment. | Pursuing a degree in Accounting, Finance, or Business, with strong MS Office skills, decision-making, and communication abilities. | Accounting and Operations Internship (Summer 2025) job at Cerity Partners. New York, NY. Job Details Level Entry Job Location New York 99 Park - New York, NY Position Type Seasonal Salary Range $20.00 - $25.00 Hourly Job Category Finance Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our summer internship experience. Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Fund Accounting and Operations team for the summer of 2025. The Fund Accounting and Operations intern will work with a team on daily tasks focused on delivering client outcomes. The team provides outsourced investment services to endowments, foundations, and other institutional investors. As an Intern, you be responsible for providing administrative and project support to the Operations, Accounting and Finance teams, including assisting with daily transactions, reporting, month-end close and audit support. This is a paid internship program which requires an availability of 40 hours per week and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory. Interns are expected to work in a hybrid model with both in person and remote work. Primary Responsibilities: • Assisting the team in monitoring client correspondence. This includes, but not limited to, daily review of emails, retrieving and saving documents (such as capital call and distribution notices, KYC/AML requests, tax documents, audited financial statement, performance, capital account statements, monthly/quarterly letters, etc.), creating reminders to ensure timely action is taken. • Assist with month-end close and perform reconciliations of balance sheet accounts. • Help with Accounts Payable transactions including data entry, expense report processing and filing. • Take part in cycle counts with Accounting and the Operations teams. • Perform ad hoc projects and tasks related to internal and external requests. Ideal Candidate Profile: • Pursuing a degree in Accounting, Finance, or Business. • Ability to work independently in a fast-paced environment. • Strong knowledge of MS Office applications. • Familiarity with Excel and key formulas like VLOOKUP and performing pivot tables. • Strong decision-making skills with a high attention to detail. • Strong presentation and communication skills. • Excellent interpersonal skills, ability to work with clients, vendors, management, and other staff members. • Identify with Cerity Partner's mission and demonstrate our core values. Ready to apply? Before you apply, gather the necessary materials. You'll be required to attach a resume, unofficial academic transcript, and letter of recommendation with your application. Company Overview: Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if: • You understand the need to provide a world-class client experience • You value the collaboration of insightful, experienced colleagues to deliver our services • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills Cerity Partners