Associate, Investment Associate

Ivy Invest is looking for an Investment Associate to join their team in New York. This role is unique as it combines investing, communication, and hands-on company building. You’ll be involved in researching investment strategies, performing due diligence, and helping to explain complex concepts to customers. If you’re passionate about making quality investing accessible to everyone, this could be the perfect opportunity for you.

What You’ll Do

• Research investment strategies across public and private markets.
• Perform due diligence on investment managers.
• Evaluate portfolio risks and exposures.
• Contribute to investment decisions and portfolio construction.
• Support investment operations and create reports for stakeholders.
• Help communicate investment philosophy to customers through various content formats.

What You Need

• At least two years of relevant investing experience.
• Experience evaluating investment managers and strategies is a plus.
• Strong writing skills with a clear and specific style.
• Intuition for social media and content creation.
• Passion for democratizing access to investing.

What You’ll Love

• Be part of a small, fast-moving team with real impact.
• Work directly with experienced founders and industry leaders.
• Opportunity to contribute to product, growth, and marketing strategies.
• Meaningful equity in a growing fintech company.

About the Firm

• Ivy Invest is a VC-backed fintech focused on democratizing investment access.
• They offer an endowment-style investment platform for everyday investors.
• Their first product is an SEC-registered fund with a low minimum investment.
• The team has extensive experience managing multi-billion dollar portfolios.