Brighton Jones · 1 week ago
Investment Associate
Seattle, WA
Full-time
Onsite
Entry, Mid Level
2+ years expBrighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. They are seeking an Investment Associate to play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers, offering exposure across the full investment lifecycle.
Financial Services
Responsibilities
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
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
Qualification
Required
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
Undergraduate degree required
Preferred
Series 65 license or CFA Charter a plus
Benefits
Health care benefits (medical/dental/vision)
Retirement benefits
Paid time off (PTO)
Holiday flex-days
Summer flex-days
Company-paid holidays
Parental leave
Transportation benefits
Unlimited volunteer time off
Professional, and personal wellbeing stipend
Other fringe benefits
Company
Brighton Jones
Brighton Jones is an investment advisory and financial planning firm headquartered in Seattle.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jon Jones
CEO and Co-Founder
Charles Brighton
Co-Founder
Recent News
2026-01-13
Company data provided by crunchbase