New York, New York, United States · Hybrid
$100k–$150k/yr
Position Overview The Investment Associate/VP (title commensurate with experience) supports the Chief Investment Officer and Deputy Chief Investment Officer in driving the firm’s investment process across public and priv…
Skills: Investment diligence, Financial analysis, Due diligence, Investment memos, Public markets
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Investment Associate/VP will conduct rigorous due diligence on public and private market investments and present findings to the Investment Committee. They will also originate investment content and maintain relationships across the firm's professional network.
Candidates must have 2–7 years of investment experience with a strong background in both public and private markets. A bachelor's degree in finance or economics is required, and professional certifications like CFA or CAIA are considered a plus.
Position Overview
The Investment Associate/VP (title commensurate with experience) supports the Chief Investment Officer and Deputy Chief Investment Officer in driving the firm’s investment process across public and private markets. You’ll be deeply involved in deal, fund, and manager diligence, translating your analysis into clear investment memos and presenting your findings to the Investment Committee and broader management team. Beyond diligence, you’ll help originate investment content for both internal and external audiences and represent the firm in the broader investment community.
This role is ideal for an intellectually curious investor who thrives on rigorous analysis across a wide range of asset classes and legal structures, and who wants to grow their career alongside the senior investment team of a fast-growing RIA.
Company Profile
Collaborative Capital Advisors is an independent, fast-growing RIA providing sophisticated financial solutions and family office services to distinguished families and institutions. Founded and led by a partnership with clear growth ambitions, the firm is building for scale — expanding its client base, deepening its service offering and investing in the people and infrastructure needed to serve ultra-high-net-worth clients at the highest level.
What truly sets CCA apart is our ecosystem; the firm is supported by an advisory board and a circle of accomplished, high-profile individuals from various corners of the financial world who lend their expertise, judgment and relationships to CCA in a variety of ways. This network of distinguished backers strengthens everything from strategic direction and investment perspective to client introductions and access, giving our advisors and clients the benefit of insight and reach well beyond a firm of our size. We pride ourselves on translating that collective stature into a personalized, white-glove experience grounded in fiduciary responsibility and long-term value creation.
Key Responsibilities
Investment Diligence & Analysis
Investment Committee & Content
Manager & Market Engagement
Who Will Thrive Here
Qualifications
Compensation & Benefits
Collaborative Capital Advisors is an Equal Opportunity Employer committed to building a diverse and inclusive workplace where all team members can contribute to their full potential.
Collaborative Capital Advisors is a next-generation, tech forward multi-family office for families and individuals with $25 million to more than $1 billion in investable assets who deserve to have their needs put first. We leverage a powerful network and history of excellence to serve those families with complex needs today and an enduring vision for an uncertain tomorrow. We offer curated investment opportunities, a full-spectrum of family office services, and strategic guidance for philanthropic endeavors—delivered with a thoughtful, high-touch approach tailored to meet each family’s unique challenges, goals and vision. Combining capability, candor, and earned confidence, we apply our experience and peerless relationships to ensure your financial health and deserved legacy for generations to come.
Offices: 1120 Avenue of the Americas, 13th FL, New York, NY 10036, US
View all jobs at Collaborative Capital AdvisorsCollaborative Capital Advisors is a next-generation, tech forward multi-family office for families and individuals with $25 million to more than $1 billion in investable assets who deserve to have their needs put first. We leverage a powerful network and history of excellence to serve those families with complex needs today and an enduring vision for an uncertain tomorrow. We offer curated investment opportunities, a full-spectrum of family office services, and strategic guidance for philanthropic endeavors—delivered with a thoughtful, high-touch approach tailored to meet each family’s unique challenges, goals and vision. Combining capability, candor, and earned confidence, we apply our experience and peerless relationships to ensure your financial health and deserved legacy for generations to come.
Offices: 1120 Avenue of the Americas, 13th FL, New York, NY 10036, US
View all jobs at Collaborative Capital Advisors