Investment Associate

About the role

Brighton Jones is a purpose-driven, client-focused team dedicated to helping individuals live richer lives. We are one of the largest Registered Investment Advisors (RIAs) in the nation, recognized for our commitment to continuous growth, collaboration, and community. Our team of over 300 professionals works across private equity, venture capital, and real estate, providing consultative support to our clients.

Responsibilities

• Drive investment projects with autonomy; take ownership once a project, investment, or advisory opportunity is assigned.
• Source, track, and manage deal flow across private equity, venture capital, and other private market opportunities.
• Conduct financial analysis, modeling, and due diligence to evaluate potential investments.
• Identify key insights and risks, communicate findings effectively, and escalate or engage with the right stakeholders as needed.
• Build market awareness and maintain strong industry connections to support sourcing, diligence, and investment perspectives.
• Collaborate with senior investors on Investment Committee materials and portfolio updates.
• Support portfolio companies with initiatives like financial modeling, recruiting, and business development.
• Manage investment data and pipeline activity in internal systems.

Client and Service Team Support

• Partner with advisors to provide insights and recommendations on private investment opportunities.
• Review pitch decks, term sheets, and financial models to support client-facing work (will not require direct client interaction initially).
• Contribute to educational initiatives that expand private market knowledge internally and for clients.
• Support prospecting and business development efforts with private investment expertise.

Requirements

2–3 years of experience in investment banking, private equity, venture capital, investment consulting, or related investment roles.

Foundational knowledge of the investment industry with strong business acumen.

Highly curious and proactive; asks questions and knows what to look for in investment opportunities.

Strong analytical and financial modeling skills.

Ability to work hard, manage multiple priorities, and follow through on assignments independently.

Proficiency in Microsoft Office (Excel, Word, PowerPoint); willingness to learn new systems.

Comfortable collaborating with senior leaders and internal teams; client-facing experience not required.

Series 65 license, CAIA or CFA charter candidate a plus.

Undergraduate degree required.

Qualifications

In-depth understanding of private equity, venture capital, and real estate investment strategies.

Experience with financial modeling, valuation techniques, and investment analysis.

Strong communication and interpersonal skills, with the ability to build relationships with clients and colleagues.

Ability to work independently and as part of a team, with a focus on delivering high-quality results.

Skills

• Financial modeling and analysis
• Investment research and due diligence
• Collaboration and teamwork
• Client relationship management
• Business acumen and strategic thinking

Benefits

• Full paid medical, dental, and vision coverage for employees
• 401(k) with 100% match up to 3% of annual compensation
• Equity ownership opportunities for every employee
• New Business Incentive Program
• Grossing up for tax purposes
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members
• Heavily subsidized transit
• Annual professional & personal wellbeing stipend
• Richer Life Business Partner (coaching for all employees)
• Mindful Emotional & Social Intelligence training
• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups
• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

Pay

$100,000 - $130,000 per year

Schedule

This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility. Compensation includes a generous benefits package, including fully paid medical, dental, and vision coverage, a 401(k) with a 100% match, and equity ownership opportunities for every employee. We also offer a New Business Incentive Program, grossing up for tax purposes, an employee referral bonus, cell phone data reimbursement, heavily subsidized transit, an annual professional & personal wellbeing stipend, Richer Life Business Partner coaching, mindful emotional & social intelligence training, quarterly team-building events, regular social events, employee-led book clubs, committees, and affinity groups, paid parental leave, adoption benefits, and anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years.