Private Markets Associate — Research & Deal Sourcing

ceritypartners; San Francisco (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Flexible PTO

Parental Leave

Professional development

Commuter benefits

Job summary

Cerity Partners is seeking a Private Markets Associate to work across private markets asset classes—private equity, private credit and real assets—joining an office with a hybrid work policy that strongly encourages office presence. The role emphasizes collaboration and client service, ideally located in San Francisco, CA.

The candidate should have 3–5 years of private markets research experience, a Bachelor's degree, and MBA or CFA/CAIA preferred.

Qualifications

• 3–5 years of experience in private markets research
• Bachelor's degree required
• MBA or CFA/CAIA preferred

Responsibilities

• Support manager due diligence and development of investment content
• Draft RFP responses with data, analyses and written responses
• Present research findings to internal teams and clients as needed
• Interact with managers and intermediaries to collect data
• Proactively source investment opportunities
• Analyze data and present reasoned conclusions
• Draft presentations and written reports
• Summarize key data, findings and conclusions

Skills

Communication

Team collaboration

Time management

Adaptability

Education

Bachelor's degree

MBA preferred

Tools

Pitchbook

Microsoft Suite

AI tools

Job description

Cerity Partners is seeking a Private Markets Associate to work across private markets asset classes—private equity, private credit and real assets—joining an office with a hybrid work policy that strongly encourages office presence. The role emphasizes collaboration and client service, ideally located in San Francisco, CA.

The candidate should have 3–5 years of private markets research experience, a Bachelor's degree, and MBA or CFA/CAIA preferred.