Investment Associate

About the job

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 ’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 #One Team.

Lenora Capital, Brighton Jones’ private investment team, is an exciting new endeavor that deploys capital across private equity, venture capital, and real estate investment opportunities and also provides consultative support to clients around their individual private investing activities.

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 clients. The ideal candidate is intellectually curious, highly analytical, and passionate about 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:

• Source, track, and manage deal flow across private equity and venture capital opportunities.
• Coordinate and lead company and market diligence meetings.
• Conduct due diligence and financial analysis to evaluate potential investment opportunities.
• Perform and present market and competitive analyses to inform investment theses.
• Actively support portfolio companies through initiatives such as financial modeling, recruiting, and business development.
• Build and maintain a strong network of industry relationships to drive sourcing and insight.
• Manage investment data and pipeline activity within the CRM system.
• Create Investment Committee materials to facilitate informed decision-making.
• Support investor communications through materials such as portfolio updates, investment memos, pipeline reports, and quarterly updates.
• Collaborate with the Operations team on capital tracking, legal entity formation, investor statements, capital calls/distributions, and tax reporting.

Your Role - Client and Service Team Support

• Partner with Brighton Jones advisors to deliver private investment insights and recommendations tailored to client portfolios.
• Review pitch decks, evaluate term sheets, and analyze financial models for client-related investment opportunities.
• Contribute to educational and marketing initiatives (e.g., webinars, articles, and white papers) that expand private market knowledge across the firm and our clients.
• Support business development and prospecting efforts with private investment expertise.
• Mentor and train members of the Personal CFO service teams to enhance firmwide fluency in private markets.

Your

Experience:

• 2–4 years of experience in investment banking, private equity, venture capital, or management consulting.
• Strong financial modeling skills, analytical capabilities, and general business acumen.
• Comfortable engaging with clients and executives, translating complex analyses into actionable insights.
• Exceptional organization and attention to detail, with the ability to manage multiple priorities across teams.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint); willingness to learn additional tools and systems.
• This role is a full-time, in-office position within a flexible and collaborative work environment.
• Series 65 license or CFA Charter a plus
• Undergraduate degree required

Compensation:

• Pay: $100,000 - $130,00 per year
• Benefits:
  Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental…