Private Markets Associate - PE, Credit & Real Assets

Cerity Partners Management LLC

San Francisco (CA)

Hybrid

USD 90,000 - 120,000

Full time

4 days ago
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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

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.

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