Private Markets Research Associate

Forge Global•San Francisco, CA

12h•$142,000 - $180,000•Remote

About The Position

At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way. The Role Forge is seeking a Private Markets Research Associate / Research Manager to join its Research & Insights team. This individual will help produce proprietary research and market intelligence powered by Forge's unique transaction, pricing, and liquidity data. The ideal candidate combines strong analytical capabilities with exceptional communication skills. They are comfortable working with large datasets, conducting quantitative analysis, and translating complex findings into clear, actionable insights for investors. The role will support the development of research publications, market commentary, and thought leadership for retail investors, financial advisors, wealth managers, and institutional clients. This is an opportunity to help shape how investors understand an increasingly important segment of the capital markets.

Requirements

Bachelor's degree in Finance, Economics, Statistics, Business, Data Science, or a related discipline.
3-7 years of experience in investment research, private markets, equity research, market intelligence, financial data, or related fields.
Strong quantitative and analytical skills with experience interpreting large datasets.
Proficiency in Excel and experience with Python or similar analytical tools.
Exceptional writing and communication skills, including experience producing research reports, market commentary, or investment-related content.
Ability to distill complex information into concise, data-driven insights.

Nice To Haves

Experience covering venture capital, growth equity, private equity, or alternative investments.
Familiarity with private company valuation methodologies and secondary market dynamics.
CFA designation or progress toward charter.
Experience presenting research findings to investment professionals, advisors, or clients.
Knowledge of financial markets, portfolio construction, and investment strategy.

Responsibilities

Analyze proprietary Forge data to identify trends in private company valuations, liquidity, investor activity, and market performance.
Conduct quantitative analysis across industries, sectors, and private market cohorts.
Develop research frameworks, market indicators, and analytical tools that improve understanding of private market dynamics.
Monitor developments across private markets, venture capital, growth equity, IPO markets, and public equities to identify relevant investment implications.
Support the creation and maintenance of proprietary benchmarks, indices, and performance metrics.
Produce recurring research publications.
Translate data and analysis into compelling narratives tailored to different investor audiences.
Create charts, visualizations, presentation materials, and market commentary for clients, partners, media, and conferences.
Collaborate with Marketing, Product, and Client Experience teams to develop data-driven thought leadership.
Respond to requests for market intelligence from internal stakeholders and external clients.
Contribute to research initiatives that support new products, investment solutions, and strategic priorities.