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About the Role

The Investment Associate/VP supports the Chief Investment Officer and Deputy Chief Investment Officer in driving the firm’s investment process across public and private markets. This role involves deep engagement in deal, fund, and manager diligence, creating investment memos, and presenting findings to the Investment Committee. Additionally, the role contributes to originating investment content and representing the firm within the investment community. This position is suited for an intellectually curious investor focused on rigorous analysis across diverse asset classes and legal structures, seeking career growth within a rapidly expanding RIA.

Responsibilities

Conduct deal and fund review and due diligence across public and private markets.
Evaluate bespoke deals and co-investment opportunities.
Analyze investments across a wide variety of asset classes and legal forms, including public securities, limited partnerships, interval/evergreen vehicles, and securitized structures.
Craft clear, well-reasoned investment memos to support recommendations.
Present investment opportunities and analysis to the Investment Committee.
Originate investment content for both internal and external consumption.
Host and evaluate managers and investment professionals across a wide variety of asset classes.
Represent the firm at industry conferences.
Support the CIO and Deputy CIO in building and maintaining relationships across the firm’s investment network.

Requirements

2–7 years of investment experience.
Experience across public and private markets.
Experience with bespoke deals and co-investments is a plus.
Ability to host and engage managers and investment professionals across a wide variety of asset classes.
Familiarity with investments across many different legal structures (including public securities, limited partnerships, interval/evergreen vehicles and securitized structures).
Strong written and verbal communication, including investment memo writing and presentation skills.
Strong sense of intellectual curiosity.
High degree of integrity and discretion.
Bachelor’s degree in finance, economics or related field.
Comfort with working in an in-office setting (4 days in office, 1 day remote).

Skills

Investment Diligence
Financial Analysis
Investment Memo Writing
Presentation Skills
Manager Evaluation
Relationship Building
Written Communication
Verbal Communication

Location

4 days in office, 1 day remote

Work Type

Hybrid

Experience Level

Associate/VP (commensurate with experience)
2-7 years

Education Level

Bachelor's degree in finance, economics or related field
CFA/CAIA (or progress toward it) is a plus

Salary/Compensations

$100k–$150k

Benefits

Performance-based annual bonus tied to individual and team performance
Comprehensive health, dental, and vision insurance
Retirement plan
Professional development and continuing education support
Flexible work arrangements

About the Company

Collaborative Capital Advisors is an independent, fast-growing RIA providing sophisticated financial solutions and family office services to distinguished families and institutions.
The firm is building for scale, expanding its client base, deepening its service offering, and investing in people and infrastructure.
CCA is supported by an advisory board and a circle of accomplished individuals from the financial world who lend their expertise, judgment, and relationships.
This network strengthens strategic direction, investment perspective, client introductions, and access.
The firm prides itself on translating collective stature into a personalized, white-glove experience grounded in fiduciary responsibility and long-term value creation.

Equal Opportunity

Collaborative Capital Advisors is an Equal Opportunity Employer committed to building a diverse and inclusive workplace where all team members can contribute to their full potential.