United States - California, United States - New York
City New York, San Francisco
Job Type Full Time
Your role Do you have a track record selecting private equity funds for investment? Do you have basic primary direct investing or secondary indirect fund evaluation experience? Are you able to monitor and report on the performance of private equity funds? Have you successfully worked with institutional clients? We are looking for someone like you who can:
Manage and participate in meetings with fund managers and review/analyze new investment opportunities based on top down market analysis
Carry out Due diligence on private equity funds (for primary or secondary investment) in the Americas (primarily the US, Canada, and Latin America; also globally) based on bottom up private equity analysis and valuation of all types (VC, Growth, Buyout, Special Situations)
Perform Portfolio Management and Reporting with private equity analysis, portfolio management attribution, and performance calculations
Take the lead on writing and preparing client monthly and quarterly reports
Develop and respond to sales & marketing enquiries and RfPs.
Create and drive new model portfolios and presentations for new business initiatives
Update and improve presentations and pitch books
Your team You will be working with our Asset Management Multi-Managers Private - Americas' team in San Francisco and New York. We have 20 years of experience and continue to be a fast growing team with more than $10 billion in assets under management. The Americas' team serves as the Portfolio Management team for fund of funds' vehicles and separate account mandates and cover investments stretching across North and South America.
Your experience and skills You have –
a university degree in business administration, engineering, economics, finance, law or similar, or an MBA in combination with mathematics or natural science, or similar
2-5 years of experience in private equity fund investing, direct and secondary transactions and related areas such as corporate finance, management consultancy, or other alternative assets
prior exposure to the international private equity field and industry networks with fund managers in the core region (would be helpful but not essential)
interest and potential for client interaction and strong communication and public-speaking skills
international experience and a capability to work as part of a specialized global team with independence and initiative
You are -
excellent in financial modelling, excel programming, with strong analytical skills, direct and secondary asset valuation experience and an understanding of business concepts for investment decision-making and management
detail oriented and self-motivated and willing to be judged on results
flexible in your approach to new ideas and projects
a candidate or have completed one of the following programs (favorable but not required): CFA, CAIA, or CIPM, or a Corporate Finance / LBO modelling course
What we offer Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Take the next step Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.