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Cfa Private Equity Jobs (NOW HIRING)

Citizens

Private Wealth, Investment Manager

Tarrytown, NY · On-site

$188K - $246K/yr

Professional designation preferred (CFA, CFP, CRPC, or similar) * Experience working within a ... Strong knowledge of alternative investments, including private equity, private credit, hedge funds ...

Kearney Italia, Inc.

NY · On-site

$212 - $235/hr

Kearney Manager, Private Equity & Principal Investors (PEPI) - Restructuring & Special Situations ... CIRA, CDBV, CTP, CFA, CPA, or other restructuring, turnaround, insolvency, or financial advisory ...

Lee Financial

Private Market Analyst

Dallas, TX · On-site

... CFA candidate) a plus • Minimum of 5 years of experience in private market asset due diligence. • Strong understanding of private market asset classes, including private equity, private credit ...

Citizens

Private Wealth, Investment Manager

Tarrytown, NY · On-site

$188K - $246K/yr

Professional designation preferred (CFA, CFP, CRPC, or similar) * Experience working within a ... Strong knowledge of alternative investments, including private equity, private credit, hedge funds ...

Deloitte

Tax Manager - Private Equity

Seattle, WA · On-site

$126K - $165K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Previous Big 4 ... private equity, investment partnerships, alternative products, family offices, mutual funds, broker ...

Deloitte

Tax Senior, Private Equity

Salt Lake City, UT · On-site

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred : * Advanced degree ... private equity, investment partnerships, alternative products, family offices, mutual funds, broker ...

Deloitte

Tax Senior, Private Equity

Boise, ID · On-site

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred : * Advanced degree ... private equity, investment partnerships, alternative products, family offices, mutual funds, broker ...

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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 Aug 9, 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?

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.
What states have the most Cfa Private Equity jobs? States with the most job openings for Cfa Private Equity jobs include:
Cfa Private Equity jobs near you
Infographic showing various Cfa Private Equity job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 18% Part Time, and 8% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $100,180 per year, or $48.2 per hour.

Counterparty Credit Risk - Private Equity (Senior Vice President)

Citigroup, Inc.

New York, NY • On-site

$163K - $245K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 170 rated banks

Job description

Job Description
Institutional Credit Management (ICM) is a core First Line of Defense function responsible for wholesale and counterparty credit risk management across Citi's Markets and institutional businesses. ICM partners closely with Front Office and Independent Risk to deliver disciplined underwriting, robust portfolio oversight, and consistent global risk standards while supporting sustainable client growth.
We are seeking a Senior Vice President, Private Equity Credit Portfolio Manager to join the global underwriting team focused on Alternative Asset Managers, including Hedge Funds, Private Equity firms, and related investment structures (e.g., BDCs). The role spans a broad range of products including Prime Brokerage, Futures & Clearing, OTC derivatives, repo, and structured financing.
This is a senior, judgment-driven SVP role with material portfolio responsibility, global exposure, and frequent engagement with senior Markets, Risk, and client stakeholders, based in New York, Citi's global hub for Alternatives and counterparty credit risk.
Role Overview
The Private Equity Credit Portfolio Manager (SVP) is responsible for underwriting, monitoring, and managing counterparty credit exposure across a complex Alternatives portfolio. The role requires deep technical expertise in hedge fund business models, capital markets products, and risk mitigation techniques, alongside the ability to make sound decisions in dynamic market environments
Key Responsibilities
Credit Underwriting & Risk Judgment
  • Assess transaction-level and portfolio-level risk across a wide range of hedge fund strategies and financing structures
  • Lead or review underwriting for complex exposures, ensuring alignment with risk appetite and policy
  • Apply rigorous risk analysis across Prime Brokerage, repo, derivatives, fund financing, and structured lending

Portfolio Management & Monitoring
  • Own ongoing monitoring of a hedge fund and alternatives counterparty portfolio
  • Identify emerging risks, liquidity pressures, and concentration issues; escalate proactively
  • Evaluate stress scenarios, market dislocations, and idiosyncratic counterparty events

Stakeholder & Client Partnership
  • Act as a senior risk partner to Front Office, product teams, and Independent Risk (2LoD)
  • Participate in key client discussions related to risk framework, limits, and exposure
  • Provide balanced, well-reasoned views on risk/return trade-offs to support business objectives

Governance & Best Practices
  • Contribute to global underwriting consistency and portfolio governance standards
  • Support senior risk committees, portfolio reviews, and regulatory interactions
  • Apply a strong controls mindset and ensure adherence to internal policies and regulatory expectations

Experience & Qualifications
  • 8+ years of experience in counterparty credit, credit risk management, structuring, or underwriting within a major financial institution
  • Deep expertise covering Private Equity and alternative investment counterparties
  • Strong understanding of capital markets products, including Prime Brokerage, derivatives, repo, and structured financing
  • Proven ability to exercise independent credit judgment under time pressure
  • Bachelor's degree in Finance, Accounting, Economics, or a related field (or equivalent experience)
  • Experience covering Private Equity, BDCs, or other alternative investment vehicles
  • Exposure to subscription finance or fund-level lending structures
  • Advanced degree (MBA) or professional certification (CFA, CPA) a plus, but not required
  • Formal credit training advantageous

Job Family Group:
Risk Management
Job Family:
Credit Risk
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$163,600.00 - $245,400.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Analytical Thinking, Credible Challenge, Financial Analysis, Governance, Policy, Procedure, and Regulation, Risk Management Lifecycle.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Aug 12, 2026
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents - AI Notice and Right
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

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About Citigroup Inc

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We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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