Investment Associate

Ivy Invest, a VC-backed fintech offering the first endowment-style investment platform for everyday investors, is seeking an Investment Associate for its investing team in New York. The firm was founded by professionals who managed multi-billion dollar endowment portfolios and founded multiple companies with nine-figure exits. Ivy Invest SEC-registered fund provides exposure to institutional-quality public and private market investments with no accreditation requirements.

The Investment Associate role spans investing, communications, and hands-on company building. On the investment side, the role is a generalist position covering research across public and private markets, manager due diligence, portfolio risk and exposure evaluation, and contributions to investment decisions across asset allocation and portfolio construction. The Associate will also support investment operations including building reports and presentations for the Board and investors.

On the communication side, the Associate will help explain the investment philosophy to current and prospective customers, writing educational content, contributing to weekly market updates, producing social and short-form video, and translating complex investing concepts. This is an early-stage opportunity at a fast-moving team building an innovative investment platform.