Associate – Investments

About Veris Wealth Partners

Veris Wealth Partners is a pioneering wealth management firm dedicated to creating a more equitable, sustainable, and impactful world through financial strategies. Established in the landscape of impact wealth management, the firm integrates social and environmental factors into investment decisions to align financial objectives with broader societal goals. Veris is recognized as a B Corporation and operates with a strong commitment to equity, belonging, and inclusion. It serves a diverse clientele, including families, individuals, foundations, and endowments, and is dedicated to advancing the field of impact investing. Headquartered in Portsmouth, NH, and with offices across major U.S. cities—including New York, Denver, Oakland, and Philadelphia—Veris stands at the forefront of integrating impact into wealth management, combining comprehensive financial advisory services with a dedication to sustainable practices.

About this Role

As an Associate, Investments at Veris Wealth Partners, you will play a vital role in the firm’s investment process. This includes sourcing, analyzing, and conducting due diligence on top-tier portfolio managers and funds. You will work closely with the Investments Team to shape the firm’s strategies and present key insights, thereby influencing critical decision-making processes. This role offers an exciting opportunity to delve deep into thematic investing, impact measurement and management, and state-of-the-art financial analysis. You will gain comprehensive hands-on experience that will strengthen your expertise and contribute to a forward-thinking investment landscape focused on sustainability.

Responsibilities

• Develop an understanding of asset classes, sectors, and investment themes.
• Analyze PPMs, financial statements, and returns to support decision-making.
• Support the Investments team in identifying, evaluating, and managing a pipeline of investment opportunities.
• Assist in reviewing primary funds, approved managers, and industry trends.
• Perform thematic research to assess risks, opportunities, and performance.
• Draft investment memos and present findings to the Investment Committee for approval.
• Track fund manager performance and benchmark results.
• Analyze EDI (Equity, Diversity, and Inclusion) and impact metrics.
• Assist in preparing impact reports, disclosures, and research materials.
• Maintain investment records and ensure adherence to regulatory standards.
• Support internal committees with meeting coordination and reporting.
• Participate in ad hoc projects as assigned by the Investments Team.

Requirements

• Bachelor’s degree in finance, economics, accounting, or a related field; MBA, CFA, CIMA, or CAIA preferred.
• 1-3 years of experience in an associate-level role or relevant investment management field.
• Strong commitment to impact investing and sustainable business practices.
• Experience with Morningstar Direct, FactSet, Envestnet, and/or Salesforce preferred.
• Exposure to impact investing products and solutions preferred.
• Basic knowledge of public equities, fixed income, private equity, venture capital, real assets, and private debt.
• Understanding of ESG metrics and impact investing applications.
• Analytical mindset with qualitative and quantitative research skills.
• Proficiency in Microsoft Office Suite, with financial modeling skills preferred.
• Strong business writing, communication, and presentation skills.
• Intellectual curiosity and a collaborative approach to problem-solving.
• Passion for lifelong learning and professional growth.

Benefits

• Comprehensive health, dental, and vision coverage with 100% employer premium coverage.
• Flexible Spending Accounts (FSA) for traditional and dependent care.
• 100% employer premium coverage on Short Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance.
• 401(k) retirement plan with employer matching.
• 3 weeks of Paid Time Off.
• 9 days of Sick Leave.
• 11 paid Holidays.
• Paid Leave for Jury Duty, Volunteer Time, Disability, Parental Leave, etc.
• Employee Assistance & Employee Discount Programs.
• Professional development opportunities, including tuition reimbursement and training programs.
• Flexible work arrangements, including remote work options.