Private Markets Associate
Core
Support investment managers in due diligence, investment content development, and client service across private equity, private credit, and real assets.
Role type
Associate in private markets investment
Builds
Investment research, due diligence reports, and client-facing presentations
Domain
Private Markets (Private Equity, Private Credit, Real Assets)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | research
Required skills
Private markets research, data analysis, RFP response drafting, investment opportunity sourcing, presentation creation, written reporting
Preferred skills
CFA charter, CAIA, Microsoft Suite proficiency, industry database familiarity (e.g., Pitchbook), AI tools knowledge, coding concepts
Technologies
Pitchbook, Microsoft Suite, AI tools
Responsibilities
Support manager due diligence and development of investment content, draft RFP responses with data and analyses, present research findings to internal teams and clients, interact with managers to collect data, proactively source investment opportunities, analyze data to support conclusions, draft presentations and written reports
Seniority
Associate, execution-focused IC