Why Veris?
- Competitive pay, health care, and retirement benefits
- A unique, diverse, inclusive work environment
- A company culture driven by its values and mission
- 100% dedicated to impact wealth management
- Paid time off for volunteering
Join The Team
At Veris, we aim to help our clients achieve their financial objectives while seeking to build a more just, equitable, and sustainable world.
Our team of seasoned investment advisors, analysts, and client service professionals are dedicated to helping meet our clients’ needs with integrity and exemplary service.
Our current job openings are listed below.
Current Opportunities
Associate – Investments (NYC)
As an Associate, Investments, you’ll be at the heart of the investment process—sourcing, analyzing, and conducting due diligence on top-tier portfolio managers and funds. Collaborating with the Investments Team, you’ll play a pivotal role in shaping investment strategies, presenting key insights, and influencing decision-making.
This is more than just a research role, it’s an opportunity to dive deep into thematic investing, impact measurement and management, and cutting-edge financial analysis. You’ll gain hands-on experience that not only strengthens your expertise but also contributes to a more sustainable and forward-thinking investment landscape.
What You’ll Do:
- Develop an understanding of asset classes, sectors, and investment themes while analyzing PPMs, financial statements, and returns to support decision-making.
- Support the Investments team in identifying, evaluating, and managing a pipeline of investment opportunities aligned with the firm’s vision.
- Assist in reviewing primary funds, approved managers, and industry trends and 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, benchmark results, and analyze EDI (Equity, Diversity, and Inclusion) and impact metrics.
- Assist in preparing impact reports, disclosures, and investment research materials for internal and external stakeholders.
- Maintain investment records, ensure adherence to regulatory standards, and support internal committees with meeting coordination and reporting.
- Support ad hoc projects that the Investments Team is responsible for.
What You’ll Need to Succeed:
- 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 experience in investment management, research, investment banking, consulting, or a related 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 investment products in public equities, fixed income, private equity, venture capital, real assets and private debt.
- Familiarity with the wealth management industry and investment products across public equities, fixed income, private equity, venture capital, real assets, and private debt.
- Understanding of Environmental, Social, and Governance (ESG) metrics and impact investing applications.
- Basic knowledge of due diligence, performance measurement, and investment management concepts.
- Analytical mindset with the ability to conduct qualitative and quantitative research and financial analysis.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); 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.
Compensation
Salary range: $92,000–$125,000 – may be eligible for additional, discretionary incentive compensation based on individual and the firm’s performance.
Benefits
• Comprehensive health, dental, and vision coverage with 100% employer premium coverage
• Flexible Spending Accounts (FSA) 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 (Jury Duty, Volunteer Time off, 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
How to Apply
Interested candidates, please send a cover letter and CV to margie@newlevelresources.com.
Please note: We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not working with agencies or third-party recruiters at this time. Thank you for your understanding.
Equal Opportunity Employer
Veris provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, genetics, or veteran status. In addition to federal law requirements, Veris Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment at its location.
We are proud to be an equal opportunity employer.
