Cerity Partners · 1 hour ago
Operations Associate
Philadelphia, PA
Full-time
Hybrid
Entry Level
1+ years expCerity Partners Ventures is seeking an Operations Associate to support business development. The role involves tracking the business development pipeline, conducting research, preparing marketing materials, and assisting with financial reporting.
BankingFinanceFinancial Services
No H1B
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
Qualification
Required
Bachelor's Degree
1-3 years of relevant work experience
Detail Oriented and self-starter who enjoys working in a collegial 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
Enthusiasm for venture capital, start-ups and entrepreneurship
Willingness to work in a start-up and fast paced culture
Preferred
Knowledge of Salesforce and LinkedIn is strongly preferred but not required
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
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase