Private Markets Associate

Cerity Partners

. Support manager due diligence, development of investment content, and private market consultants with client service relationships .

Posted 9/21/2026full-timeUnited StatesJuniorMid-Level💰 $90,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in private markets research, investment analysis, and client service, with strong capabilities in drafting RFP responses and presenting findings. Proficient in utilizing Microsoft Suite and industry databases to support data-driven decision-making.

Highest-signal resume keywords

Private Markets ResearchInvestment AnalysisRFP DraftingMicrosoft Suite ProficiencyCFA Charter or CAIA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisInvestment Content DevelopmentPresentation DraftingResearch Findings PresentationCompliance Adherence

Soft Skills

Effective CommunicationOrganizational SkillsTime ManagementTeam CollaborationAdaptability

Tools & Technologies

PitchbookAI ToolsMicrosoft Suite

Certifications & Qualifications

CFA CharterCAIABachelor's DegreeMaster's Degree in Finance or MBA

Industry Keywords

Client Service RelationshipsInvestment OpportunitiesData SummarizationAd-Hoc RequestsFast-Paced Environment

About the role

Key responsibilities & impact

Support manager due diligence, development of investment content, and private market consultants with client service relationships
Provide support on drafting RFP responses with data, analyses, and written responses
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
Proactively source investment opportunities
Analyze data to reach, support, and present reasoned conclusions
Draft presentations and written reports
Summarize key data, findings, and conclusions

Requirements

What you’ll need

3–5 years of experience in private markets research
Bachelor’s degree
Master’s degree in finance or MBA preferred
CFA charter and/or CAIA preferred
Strong technical knowledge of the Microsoft Suite
Familiarity with industry databases (e.g. Pitchbook), AI tools, and coding concepts
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
Must be able to lift up to 15 pounds at times
Applicants must be authorized to work for any employer in the U.S.

Benefits

Comp & perks

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