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