Forge Global
Finance
AssociateFundManager,PrivateInvestmentFunds
Neural analysis suggests this role is
optimal for Mid candidates.
“Associate Fund Manager, Private Investment Funds at Forge Global. Skills: Fund Management, Investment Operations, Relationship Management. Assist in day-to-day management of private investment funds. Execute trades”
Industry & Context.
analytical skills; problem-solving skills
2-3 days a week in office in San Francisco, CA
What They're Looking For.
Must Have
3–6 years of experience in asset management, private funds, or a related investment operations role, Hands-on experience with order management systems, fund administration processes, understanding of private investment fund structures, capital flows, valuation principles, Excellent analytical, organizational, and problem-solving skills, interpersonal and communication skills, High level of attention to detail, commitment to accuracy, Proficiency in Excel
Nice to Have
advanced degree or professional certification (e. g. , CFA) preferred, Experience working with private equity, private credit, or hedge fund strategies, Exposure to audit, compliance, or regulatory reporting processes, Ability to manage multiple priorities in a fast-paced environment
What You'll Do.
Assist in day-to-day management of private investment funds
Resolve discrepancies
Support audit processes
Support regulatory reporting requirements
Build and maintain working relationships
Provide timely updates and insights
How You'll Work.
Team & Collaboration
collaborate across portfolio management, fund administration, and distribution teams; Build and maintain working relationships with internal sales teams and external broker/dealer partners; Act as a key liaison between portfolio management, trading, operations, and distribution to ensure seamless communication and execution
Communication Scope
interpersonal and communication skills
Full Job Description
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 an Associate Fund Manager to support the management and operations of FGA’s suite of private investment funds. This role sits at the intersection of investment execution, fund operations, and internal relationship management. The ideal candidate brings strong analytical skills, attention to detail, and the ability to collaborate across portfolio management, fund administration, and distribution teams. Location: This role requires 2-3 days a week in office in San Francisco, CA. Key Responsibilities Fund Management Support Assist in the day-to-day management of private investment funds, including trade execution escalate a
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