Private Markets Associate

Cerity Partners Management LLC; San Francisco (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with 4% match

Flexible PTO policy

Parental Leave

Education assistance for designations

Job summary

Cerity Partners is seeking a Private Markets Associate to work across private markets (private equity, private credit, real assets) with a hybrid work policy prioritizing office collaboration. The role requires 3–5 years in private markets research, a bachelor's degree, and preferred MBA/finance credentials.

CFA/CAIA are a plus. The position offers a compensation range of $90,000–$120,000 with strong benefits.

Qualifications

• 3–5 years of experience in private markets research.
• Bachelor’s degree required; MBA/Finance master preferred.
• CFA/CAIA certification is a plus.

Responsibilities

• Support due diligence and development of investment content for private markets clients.
• Draft responses to RFPs with data, analyses, and writing as directed.
• Present research findings to internal teams and clients as needed.
• Interact with managers and intermediaries to collect data and respond to ad-hoc requests.
• Proactively source investment opportunities and analyze data.
• Draft presentations and written reports summarizing data and conclusions.
• Collaborate in a fast-paced, team-based environment while adhering to compliance policies.

Skills

Strong communication

Organizational skills

Time management

Education

Bachelor's degree

MBA or Finance master's

Tools

Microsoft Suite

PitchBook

AI tools

Coding concepts

Job description

Position Summary

CPIC is in search of a Private Markets Associate to be focused across private markets asset classes (private equity, private credit and real assets), to join one of our offices, preferably in San Francisco, CA or Pittsburgh, PA. Our office culture is one that values in-person collaboration and interaction. We have implemented a hybrid work policy that strongly encourages working from the office, as we believe it fosters a more collaborative and dynamic work environment. The ideal candidate will have at least 3 years of experience in private markets, principally covering private equity or private credit.

Primary Responsibilities

• Support manager due diligence, development of investment content, and Private market Consultants with client service relationships
• Provide support on drafting RFP responses by providing data, analyses, and written responses as directed by supervisors and independently
• Effectively present research findings and conclusions internally, and as needed to client staff and prospective clients
• Interact with managers and intermediaries to collect data, including special ad-hoc requests
• Proactive sourcing of investment opportunities
• Analyze data to reach, support, and present reasoned conclusions
• Draft presentations and written reports
• Summarize key data, findings, and conclusions

Required Qualifications

• 3 – 5 years of experience in private markets research
• Bachelor’s degree
• Master’s degree in finance or MBA preferred

Preferred Qualifications

• CFA charter and/or CAIA
• Strong technical knowledge of the Microsoft Suite
• Familiarity with industry databases (e.g. Pitchbook), AI tools, and coding concepts

Skills and Competencies

Demonstrate strong and effective communication, organizational and time management skills. Ability to work in a team based/collaborative environment. Must accept and thrive in a fast-paced, changing environment. Adherence to all compliance policies & procedures. Demonstrate the Cerity Partners culture.

Physical Requirements

Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.

Compensation Range

$90,000 - $120,000

Why Cerity Partners

Our people drive our success by working together to deliver exceptional service to our clients.

Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well‑being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in‑house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.