CornerStone Partners is comprised of talented individuals who pursue excellence in investing and client service. We value the diverse perspectives and experiences that our team members bring to the table, and we take pride in working together to support our clients’ missions in the areas of health, education, conservation, and building and improving communities.
Career Opportunities
Transaction Specialist (Investment Operations) Toggler
Currently Accepting Applications
As our Investment Operations Transaction Specialist in Charlottesville, VA making $65,000 - $80,000 annually, you will lead the transaction processing initiative at our firm. You will communicate with various parties regarding each of the steps for document completion and investment funding, as well as timelines for all tasks. To thrive in this role, you must have demonstrated work experience where you used Microsoft® Excel and Word to manage time-sensitive, quarterly, monthly or weekly processes that included many different stakeholders and details.
This is a full-time position that includes an annual bonus, generous benefits package, including group health insurance, short- and long-term disability insurance, life insurance, and employer retirement plan contribution. This position requires the candidate to spend a minimum of 2 days per week with team members in CornerStone’s Charlottesville office with additional time in the office during the initial training period.
Here is what you can expect on a typical day:
- Work closely with our portfolio managers, clients, and investment managers to complete the necessary documentation for the high volume of investment transactions we complete each week. This may include setting up wires to fund investments.
- Review documents closely for accuracy and completeness. We are SEC regulated. Your attention to detail in your work is critical.
- Track workflow for many different processes including audits, investments, and tax support. You will ensure each time-sensitive step is complete and the next steps have been communicated clearly.
- Use technology and your experience managing processes to maintain our investment manager database and extensive internal online document management system.
Requirements
- Demonstrated work experience managing time-sensitive, reoccurring processes that included many different stakeholders and details.
- Ability to use Microsoft® Office Suite, including Outlook, Word, and Excel to create reports and track processes.
- Ability to effectively communicate highly detailed information to many different internal and external stakeholders, while being thoughtful about grammar and tone.
- We are a highly regulated financial organization and require all employees to complete a pre-employment background investigation.
Our Firm
CornerStone Partners is an outsourced investment office (OCIO) in Charlottesville, Virginia. Our clients are non-profits, foundations, and endowments that rely on the returns generated by their investment portfolios to fund their missions in health, education, conservation, and building and improving communities. They hire CornerStone to manage their investment program, including full- scale back office operational and administrative support. The firm has 33 employees and is a dynamic, growth- oriented firm committed to developing a diverse and equitable workforce
To Apply
Please submit a resume and cover letter by visiting our Careers page at www.cstonellc.com/careers and click "Apply for Open Positions." Applications will be reviewed as they are received, and we will be conducting interviews until the position is filled. CornerStone is not able to sponsor employees who would require a visa to work in the U.S.
Contact Susan Holtzman, HR Manager, with any questions about the position or to learn more about CornerStone Partners at careers@cstonellc.com.
Full DescriptionInvestment Summer Intern Program Toggler
Not Currently Accepting Applications
CornerStone Partners offers a rigorous and immersive 8-week Summer Investment Intern Program that is appropriate for students both with and without prior investment knowledge and experience. This is a paid internship and offers the option to work remotely.
Our program is well-suited for students who are:
- Interested in investing
- Interested in furthering their technical training
- Self-starters and team players
- Open-minded, teachable, and eager to learn
The application period for the 2025 summer intern cohort is now closed.
The application period for the 2026 cohort will be July 7 – October 6, 2025. Applications will be reviewed as they are received, and we will be conducting interviews until the positions are filled.
Investment Analyst Program Toggler
Not Currently Accepting Applications
CornerStone’s Investment Analyst program offers a unique opportunity to work closely with the senior members of an investment organization while completing meaningful investment work. Our program welcomes all majors and is well-suited for individuals who are:
- Interested in investing and furthering their technical training
- Self-starters and team players
- Open-minded, teachable, and eager to learn
Analysts are involved across the investment process and have a clear path to growth and development over the course of a 3-year program.
The application period for the 2025 Investment Analyst Program is currently closed. The position has been filled.
