Senior Investment Officer, Private Equity bei UBS Group AG
UBS Group AG · New York, Vereinigte Staaten Von Amerika · Onsite
- Senior
- Optionales Büro in New York
Your role
Do you have a passion for private markets and an excellent GP network? Would you like to join an exciting and expanding allocator platform and commit capital on behalf of UBS’ Asset and Wealth Management clients?
We're looking for an experienced and well-networked private equity investment professional to join our team in New York. The successful candidate will have a strong understanding of private equity markets, fund structures, and investment strategies.
As a Senior Investment Officer you will be responsible to:
• source and originate highly access constrained GP relationships from your network as well as the intermediary community and tracking spin-out candidates
• conduct detailed due diligence on prospective private equity funds, including performance analysis, fund manager evaluations, and risk assessments
• monitor and analyze the performance of existing fund investments, providing regular updates to senior management
• develop and maintain financial models to support investment decision-making processes
• prepare comprehensive investment reports and presentations for internal and external stakeholders
• collaborate with colleagues across the investment team to identify new investment opportunities and strategies
• maintain up-to-date knowledge of industry trends, market conditions, and regulatory changes affecting private equity investments
• assist in the negotiation and structuring of investment agreements
• support our distribution teams in SMA or fund product pitches across both Asset and Wealth Management clients and prospects
Detailed salary information:
• New York: the salary range for this role is $200,000 to $275,000.
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
We're looking for an experienced and well-networked private equity investment professional to join our team in New York. The successful candidate will have a strong understanding of private equity markets, fund structures, and investment strategies.
As a Senior Investment Officer you will be responsible to:
• source and originate highly access constrained GP relationships from your network as well as the intermediary community and tracking spin-out candidates
• conduct detailed due diligence on prospective private equity funds, including performance analysis, fund manager evaluations, and risk assessments
• monitor and analyze the performance of existing fund investments, providing regular updates to senior management
• develop and maintain financial models to support investment decision-making processes
• prepare comprehensive investment reports and presentations for internal and external stakeholders
• collaborate with colleagues across the investment team to identify new investment opportunities and strategies
• maintain up-to-date knowledge of industry trends, market conditions, and regulatory changes affecting private equity investments
• assist in the negotiation and structuring of investment agreements
• support our distribution teams in SMA or fund product pitches across both Asset and Wealth Management clients and prospects
Detailed salary information:
• New York: the salary range for this role is $200,000 to $275,000.
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
City
New York
Job Type
Full Time
Country / State
United States - New York
Function Category
Portfolio and fund management
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working within the Private Equity Team in New York within Unified Global Alternatives (UGA). We are responsible for origination, research and investment selection on behalf of UBS' Asset Management and Wealth Management clients.
Your expertise
• ideally 8+ years of experience in private equity, fund of funds, or related investment roles
• whilst this role is more primary focused, understanding of secondaries and co-investments will be critical
• proven ability to conduct thorough due diligence and risk assessments
• knowledge of industry trends and market conditions
• technical/programming and/or data analytics skills preferred
• Bachelor's degree in finance, economics, or a related field; MBA or CFA designation preferred
• excellent problem-solving and critical thinking abilities
• strong interpersonal skills and the ability to build relationships with fund managers and stakeholders
• whilst this role is more primary focused, understanding of secondaries and co-investments will be critical
• proven ability to conduct thorough due diligence and risk assessments
• knowledge of industry trends and market conditions
• technical/programming and/or data analytics skills preferred
• Bachelor's degree in finance, economics, or a related field; MBA or CFA designation preferred
• excellent problem-solving and critical thinking abilities
• strong interpersonal skills and the ability to build relationships with fund managers and stakeholders
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
Salary information
US Only: The expected salary range for this role is $200,000 to $275,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
