Investment Associate

Job Description Job Description Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards, including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Lenora Capital, Brighton Jones’ private investment team, deploys capital across private equity, venture capital, and real estate, while providing consultative support to clients around their private investing activities. We are seeking an Investment Associate who can bring curiosity, rigor, and initiative to projects, investments, and advisory work. We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers exposure across the full investment lifecycle — from diligence to portfolio management — and the opportunity to work directly with senior investors, founders and our seasoned client service advisors. The ideal candidate is intellectually curious, highly analytical, and possesses strong business acumen, with a desire for building a long-term career in private markets. Take our Values in Action Self-Assessment to see how our values align! Your Role - Lenora Capital Fund: 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. Your Role - 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. Your Experience: 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. This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility. Compensation: Pay: $100,000 - $130,000 per year Ownership & Financial Wellbeing Fully 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 Generous employee referral bonus Cell phone data reimbursement Financial planning services discount for employees and immediate family members Time & Flexibility Minimum 3 weeks PTO starting Day 1 Winter Break, Summer Friday flex-days, and 10 paid holidays Unlimited Volunteer Time Off plus company grant matching Heavily subsidized transit Growth & Development 100% reimbursement for required training, certifications, licensing, and dues Personal career development plans Richer Life Business Partner (coaching for all employees) Mindful Emotional & Social Intelligence training Annual professional & personal wellbeing stipend Connection & Community Quarterly team-building events Regular social events Employee-led book clubs, committees, and affinity groups Family & Milestones 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 Visa Sponsorship : Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. 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