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Investment Associate/VP - Wealth Management

Collaborative Capital Advisors · New York, NY · 1 mo ago
On-siteFinance$100k–$150k/yrFull-time

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

  • Conduct deal and fund review and due diligence across public and private markets

  • Evaluate bespoke deals and co-investment opportunities

  • Analyze investments across a wide variety of asset classes and legal forms, including public securities, limited partnerships, interval/evergreen vehicles, and securitized structures

  • Craft clear, well-reasoned investment memos to support recommendations

  • Present investment opportunities and analysis to the Investment Committee

  • Originate investment content for both internal and external consumption

  • Manage and represent the firm at industry conferences

  • Support the CIO and Deputy CIO in building and maintaining relationships across the firm’s investment network

Who Will Thrive Here

  • Intellectually curious investors who bring genuine rigor and independent thinking to their analysis

  • Generalists comfortable moving across public and private markets and many asset classes

  • Strong writers and presenters who can distill complex opportunities into clear recommendations

  • Those who excel in small-team, high-standards environments and want to grow with the firm

Qualifications

  • 2–7 years of investment experience (within an RIA/wealth/SFO/MFO context strongly preferred)

  • Experience across public and private markets

  • Experience with bespoke deals and co-investments a plus

  • Ability to host and engage managers and investment professionals across a wide variety of asset classes

  • Familiarity with investments across many different legal structures (including public securities, limited partnerships, interval/evergreen vehicles and securitized structures)

  • Strong written and verbal communication, including investment memo writing and presentation skills

  • Strong sense of intellectual curiosity (a must-have)

  • High degree of integrity and discretion

  • Bachelor’s degree in finance, economics or related field; CFA/CAIA (or progress toward it) a plus

  • Comfort with working in-office setting (4 days in office, 1 day remote)

Compensation & Benefits

  • Base Salary Range: $100k–$150k (commensurate with experience)

  • Performance-based annual bonus tied to individual and team performance

  • Comprehensive health, dental, and vision insurance

  • Retail plan

  • Professional development and continuing education support

  • Flexible work arrangements

About Collaborative Capital Advisors

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.

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