Private Markets Research Associate New San Francisco, California, United States

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. Responsibilities Research & Market Analysis 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. Content & Thought Leadership 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. Qualifications 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. Preferred Qualifications 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. What You\'ll Bring Intellectual curiosity and a passion for understanding how markets evolve. A data-first mindset balanced with strong storytelling abilities. The ability to move seamlessly from data analysis to written insight. A desire to build differentiated research that informs investment decisions and advances thought leadership in private markets. Success in the Role Successful candidates will become trusted experts on Forge's proprietary data, contribute meaningfully to flagship publications and investor communications, and help establish Forge as a leading source of private market research and intelligence for advisors, institutions, and individual investors. Key outputs include: research reports, market outlooks, recurring market updates, thematic studies, proprietary indices and benchmarks, client presentations, webinars, and media-facing thought leadership. For residents of San Francisco, CA the annual salary range for this role is $142,000 - $180,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors. Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches as well as fingerprint and drug test. Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws. Apply for this job * indicates a required field First Name * Last Name * Preferred First Name Email * Phone Country * Phone * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile * Are you legally authorized to work in the United States? * Select... Will you now or in the future require sponsorship for employment visa status? (H-1B. F-1B, CPT, OPT, etc.) * Select... This will be a hybrid role where you\'ll be onsite 2-3 days a week in our SF, CA office-are you comfortable with this requirement? * Select... Please let us know the soonest date you can start. * This role requires recent experience in investment research, private markets, equity research, market intelligence, financial data, or related fields with a preference for private company valuation methodologies and secondary market dynamics. Please explain your experience in these areas. * U.S. Equal Opportunity Employment Information (Completion is voluntary) Individuals seeking employment at Forge Global are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements. Completion of the form is entirely voluntary . Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. #J-18808-Ljbffr Forge Global