Private Markets Associate

About the role

Position Summary: CPIC is searching for a Private Markets Associate to work across private equity, private credit, and real assets, preferably based in San Francisco, CA or Pittsburgh, PA. The office culture emphasizes in‑person collaboration with a hybrid work policy that strongly encourages working from the office to foster a dynamic environment.

Responsibilities

• Support manager due diligence, development of investment content, and private market consultants with client service relationships
• Provide support on drafting RFP responses by supplying 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

Requirements

• 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 Microsoft Suite
• Familiarity with industry databases (e.g., Pitchbook), AI tools, and coding concepts
• Physical requirements: prolonged periods sitting at a desk and working on a computer; must be able to lift up to 15 pounds at times

Skills

• 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

Benefits

• 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

Pay

Compensation Range: $90,000 - $120,000