Private Markets Research Associate

About this role

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. O

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