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Cfa Private Equity Jobs (NOW HIRING)

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 ...

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Cfa Private Equity information

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$47K

$100.2K

$143K

How much do cfa private equity jobs pay per year?

As of Jul 15, 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:
Infographic showing various Cfa Private Equity job openings in the United States as of July 2026, with employment types broken down into 3% Internship, 82% Full Time, 7% Part Time, 6% Temporary, 1% Contract, and 1% Summer. Highlights an 81% Physical, 9% Hybrid, and 10% Remote job distribution, with an average salary of $100,180 per year, or $48.2 per hour.
Private Equity Analyst

Full-time

Re-posted 17 days ago


Job description

Sophisticated Work. In a Great City. Making a Difference.
The State of Wisconsin Investment Board (SWIB) manages more than $178 billion in assets, including those of the fully-funded Wisconsin Retirement System (WRS). SWIB operates at a level more often seen in top-tier global asset managers than in typical public pension funds. SWIB is a home for top talent. Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders.
The City of Madison, the state capitol and home of Wisconsin's flagship university, makes regular appearances on lists of best places to live, eat, and play. SWIB offers a modern workspace, hybrid work options, and competitive compensation and benefits.
Serving over 703,000 WRS beneficiaries, SWIB is driven by a clear mission: securing the financial future of those who serve Wisconsin. When you work at SWIB, you know your work matters.
Job Description:
About the Team
SWIB is seeking an Investment Analyst to join its Private Markets & Funds Alpha Division. The Investment Analyst will collaborate with the Head of Private Equity, Portfolio Managers and Investment Analysts to source, review and evaluate prospective investments for the Private Equity and Current Return (i.e. private debt) Portfolios.
The Private Equity Portfolio, with a market value of 18 billion dollars, focuses on global buyout, growth equity and co-investments. SWIB invests across the private equity spectrum with a current focus on U.S. and Western European small and middle-market buyout funds and growth equity funds. The Current Return Portfolio, with a market value of $4 billion, focuses on senior and mezzanine loan funds (performing credit), distressed debt funds (non-performing credit), secondary funds, other yield-driven strategies and co-investments. Co-Investments are positions in underlying portfolio companies' equity and/or debt, alongside the Private Equity Portfolio and the Current Return Portfolio General Partners.
Essential activities:
  • Assist in coordinating the timely review of new fund and co-investment opportunities
  • Participate in discussions with the team regarding new potential funds and co-investments
  • Assist with due diligence on new investment opportunities through research, financial modeling, participation in meetings, and travel when needed
  • Coordinate with operations and legal teams on the closing of new investments
  • Assist in executing the private equity strategy; help create and implement new processes to better effect communication and execute strategy
  • Manage the private markets database (eFront) and track the inflow of investment opportunities
  • Maintain portfolio performance and quarterly returns with an overlay of benchmark statistics

The ideal candidate:
  • Bachelor's Degree
  • 2 - 4 years of investment experience (private equity preferred)
  • CAIA or CFA designation a plus
  • Advanced financial modeling skills
  • A willingness to travel
  • Excellent verbal and written communication skills
  • An ability to be adaptive and thrive in a fast-paced, changing environment
  • Superb work ethic, attention to detail, team orientation, and commitment to excellence

SWIB Offers:
  • Competitive total cash compensation, based on AON (formerly McLagan) industry benchmarks
  • Comprehensive benefits package
  • Educational and training opportunities
  • Tuition reimbursement
  • Challenging work in a professional environment
  • Hybrid work environment

The position requires U.S. work authorization.
Pursuant to our Hybrid Remote Work Policy, all staff have the flexibility to work remotely, but are required to have a weekly presence in our offices, the frequency of which is dependent on their distance from office. Staff are not required to reside locally; however, we offer relocation reimbursement to the Dane County area per our policy.
All SWIB employees are subject to SWIB's Ethics Policy and Personal Trade Approvals Policy. These policies include restrictions on outside business activities and employment and have limits on personal trading. You may request copies of these policies from SWIB's talent acquisition team and any questions can be answered by SWIB's compliance team.