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Cfa Private Equity Jobs (NOW HIRING)

Alan Biller

Private Equity Analyst

Menlo Park, CA · On-site

$175K - $200K/yr

As a member of the Research Team, Private Equity Analysts conduct due diligence and oversight on ... CFA and CAIA required * Superb writing ability. Writing memos documenting our investment decisions ...

Alan Biller

Private Equity Analyst

Menlo Park, CA · On-site

Identify new and established Private Equity investment managers with superior skills and ... CFA and CAIA required * Superb writing ability. Writing memos documenting our investment decisions ...

Interplay

Partner, Private Equity

New York, NY · On-site

WHAT YOU'LL DO * Build and lead Interplay's private equity division, creating an operational ... An MBA/CFA is nice to have. * Are savvy with spreadsheets and financial models. * Are hyper ...

MassPRIM

Investment Officer, Private Equity

Boston, MA · On-site

$123K - $228K/yr

Investment Officer - Private Equity MassPRIMBoston, MA Salary Range: $123,000 - $228,000 ... CFA, CAIA and/or a relevant graduate degree preferred. * Ability to comprehend, synthesize ...

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How much do cfa private equity jobs pay per year?

As of Jun 13, 2026, the average yearly pay for cfa private equity in the United States is $100,180.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $120,000.00 per year, depending on experience, location, and employer.

What is the difference between Cfa Private Equity vs Cfa Investment Banking Analyst?

AspectCfa Private EquityCfa Investment Banking Analyst
Required CredentialsCFA Charter, relevant finance degreesCFA Charter, finance or related degrees
Work EnvironmentLong-term investment focus, smaller teamsFast-paced, client-driven, larger teams
Employer & Industry UsagePrivate equity firms, asset managersInvestment banks, financial advisory
Common Search & ComparisonYesYes

Both roles often require CFA certification and finance backgrounds. Private equity analysts focus on long-term investments and portfolio management, while investment banking analysts handle deal execution and client advisory. The work environments differ in pace and team size, reflecting their distinct industry functions.

What is a CFA in Private Equity?

A CFA in Private Equity refers to a professional who holds the Chartered Financial Analyst (CFA) designation and works in the private equity industry. The CFA credential demonstrates strong expertise in investment analysis, portfolio management, and ethical standards, which are highly valued in private equity roles such as investment analyst, associate, or manager. Professionals with this background are responsible for evaluating investment opportunities, conducting due diligence, and managing private equity portfolios. While the CFA is not a strict requirement for private equity, it is respected and can help candidates stand out in a competitive field.

What are some common challenges faced by CFA charterholders working in Private Equity, and how can they overcome them?

CFA charterholders in Private Equity often face challenges such as evaluating illiquid investments, conducting thorough due diligence, and navigating complex deal structures. They must balance rigorous financial analysis with qualitative assessments of management teams and market trends. Building strong relationships with portfolio companies and collaborating closely with legal, operational, and investment teams is essential. Staying updated on industry best practices and continually improving negotiation and communication skills can help overcome these challenges and contribute to successful investment outcomes.

What are the key skills and qualifications needed to thrive as a CFA Private Equity professional, and why are they important?

To excel as a CFA Private Equity professional, you need strong financial analysis, valuation, and due diligence skills, typically supported by a CFA charter and relevant finance or business degrees. Familiarity with financial modeling tools, Excel, and private equity databases like PitchBook or Preqin is highly valuable. Outstanding soft skills include negotiation, relationship management, and effective communication for working with investors and portfolio companies. These skills are crucial for identifying sound investments, driving value creation, and building trust with stakeholders in a competitive industry.
More about Cfa Private Equity jobs
What states have the most Cfa Private Equity jobs? States with the most job openings for Cfa Private Equity jobs include:
What job categories do people searching Cfa Private Equity jobs look for? The top searched job categories for Cfa Private Equity jobs are:
Cfa Private Equity jobs near you

Private Equity Analyst

Alan Biller

Menlo Park, CA • On-site

$175K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted yesterday

Job description

As a member of the Research Team, Private Equity Analysts conduct due diligence and oversight on Private Equity investment managers and funds. They sit in on our Investment and Portfolio Review Committees and are actively involved in restructuring private equity portfolios including secondary sales.
Responsibilities:
  • Identify new and established Private Equity investment managers with superior skills and competitive advantages.
  • Work on restructuring existing portfolios including secondary sales.
  • Conduct due diligence including data analysis, manager conference calls, on-site visits, background, regulatory and reference checks, and documentation.
  • Evaluate the drivers of risk, return, strategy robustness and quartile ranking.
  • Willingness to take initiative, exercise independent judgment and to act decisively while working collaboratively with other Analysts and Consultants.
  • Exhibit self-sufficiency, organizational abilities, good team communications and work ethic.
  • Make clear presentations and recommendations to internal committees and to non-technical clients.

Requirements:
  • Master's Degree in Economics, Finance or Business
  • CFA and CAIA required
  • Superb writing ability. Writing memos documenting our investment decisions is a key part of this role.
  • Demonstrated qualitative and quantitative analytic skills assessing private market strategies and opportunities.
  • Manage ongoing relationships with existing and potential investment managers.
  • Attend client meetings with our Consultants as needed.
  • Five years (or more) of relevant experience, especially in Private Equity manager research.
  • Advanced Excel skills and financial information systems e.g., Preqin, HFR.
  • Experience in portfolio analytics/attribution with Barclays Point, Factset or Bloomberg.
  • Travel approximately 20% of the time.

Benefits:
We offer a full complement of benefits including medical, dental, vision, group life, short and long-term disability, 401(k), a "take what you need" time off policy and reimbursement of expenses for work related certifications such as CFA, CAIA and CIPM.
Company:
Since 1982, Alan Biller and Associates has specialized in fiduciary consulting to employee benefit plans. As of April 2026, we consult on approximately $170 billion in client assets. Of that we have discretion as OCIO over approximately $75 billion, making us one of the largest OCIOs to US defined benefit plans. We have an impeccable reputation for ethical behavior, and for making recommendations and decisions based on strong and independent research. We do not offer any proprietary products. The Firm has a practice of promoting from within and rewards significant contributors to the Company.
In determining the base salary, relevant and number of years' experience are considered.
Alan Biller and Associates is an equal opportunity employer. Candidates must be legally authorized to work permanently in the US to be considered. We are unable to provide visa sponsorship for this position.

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