Job offer

Junior Private Equity Investment Professional, Full-Time (f/m/d)

Julius Baer is seeking a Junior Private Equity Investment Professional (100%) in Zurich to join its new Private Markets team. The ideal candidate will have 5–8 years of experience in private equity, M&A, or leveraged finance, as well as a degree in business administration, economics, or finance. The role involves conducting due diligence and financial analyses, as well as assisting with the execution of co-investment transactions.

Tasks

  • Sources of cross-border market share investment opportunities (fund-level investments and private equity co-investments) in developed and emerging regions (Middle East, Africa, the Americas, Europe, APAC)
  • Supporting the Senior Investing Committee and the Investment Committee's approval process, from reviewing due diligence to monitoring the portfolio
  • Support for due diligence on private equity co-investment projects, from the identification of investment theses through to comprehensive legal and financial due diligence
  • Assistance with the execution of investment transactions
  • Conducting relationship-building activities with the European co-investment platform
  • Close collaboration with colleagues, co-investment managers, and deal managers on various projects
  • Evaluation and screening of private equity buyout co-investment opportunities in collaboration with the deal team
  • Conducting detailed financial analyses, including valuation analyses and LBO modeling
  • Review of commercial, financial, legal, and tax due diligence materials and identification of risks and opportunities for value creation
  • Preparing investment committee presentations, including due diligence findings, for the internal investment committee
  • Support for the execution of private equity co-investment transactions, from the initial due diligence meetings through to closing
  • Review of transaction structures, financing agreements, and legal documentation
  • Supporting the coordination of transaction processes; working closely with internal and external parties and stakeholders
  • Evaluation of Corporate Strategy, Transaction Opportunities, and Capital Structure Options
  • Evaluation and implementation of financing solutions from experienced or external sources to create value
  • Conduct detailed portfolio monitoring in coordination with the co-investment platform and the LPAC
  • Preparation of customized analyses and reports for internal use and senior management
  • Handling the accounting and reporting for our portfolio
  • Conducting market, industry, regional, and thematic research
  • Conducting Mandatory Compliance Training

Requirements

  • 1–5 years of professional experience and a university degree in business administration, economics, finance, or a related field with excellent grades
  • Initial experience in private equity, structured finance, M&A, transaction services, valuation consulting, or a similar role is required
  • 5–8 years of professional experience following a university degree, including at least 3 years in a hands-on role in private equity, leveraged finance, M&A/corporate development, or similar positions at an international investment bank or private bank
  • Experience at an MBB, Big 4 firm, or MBB bank is required
  • Solid Knowledge in the Analysis of Financial Reports
  • Strong proficiency in Microsoft Excel and PowerPoint
  • Strong communication skills in English and a second language (Italian, French, or German)
  • Advanced knowledge of corporate finance and financial analysis
  • Strong financial modeling skills with knowledge of leveraged buyout transactions
  • Ability to analyze capital structures, financing agreements, and transaction structures
  • Strong critical thinking skills, as well as quantitative and analytical skills
  • A team-oriented professional with a conscientious and hands-on approach to working independently

Job details

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