Job offer
Junior Private Equity Investment Professional, Full-Time (f/m/d)
Julius Baer is seeking a Junior Private Equity Investment Professional in Zurich with 1–5 years of experience in corporate finance, LBO modeling, and due diligence. The role involves analyzing buyout co-investment opportunities, assisting with transaction execution, and monitoring the portfolio.
Tasks
- Investment Analysis and Due Diligence:
- Evaluation and screening of private equity buyout co-investment opportunities in collaboration with investment managers
- Conducting detailed financial analyses, including valuation analyses and LBO modeling of target companies
- Review of commercial, financial, legal, and tax due diligence materials and identification of opportunities to create value
- Preparing presentations for the investment committee, along with the results of the due diligence, for internal investment committees
- Deal Execution and Transaction Support:
- Support in the execution of private equity co-investment transactions, from initiation through to completion
- Review of transaction structures, financing agreements, and legal documentation
- Support in coordinating transaction processes; close collaboration with internal and external stakeholders
- Portfolio Monitoring and Reporting, and Other Matters:
- Involvement in the processes of portfolio companies, ranging from reviewing financial reporting to monitoring their performance
- Execution of a large number of parallel processes
- Independently handling a wide range of tasks across multiple projects
Requirements
- Education and Experience:
- 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
- Soft skills:
- A team-oriented professional with a meticulous and practical approach to complex tasks
- Strong attention to detail and organizational skills, with the ability to manage multiple priorities and deadlines simultaneously
- Profile:
- Highly motivated individual with 1–5 years of experience and a strong understanding of corporate finance, LBO modeling, etc.
- Highly motivated and confident in applying your knowledge in a practical setting
- Proficiency in at least one investment management software tool
- Initial experience in private equity, structured finance, M&A, transaction services, valuation consulting, or a similar role in corporate finance is particularly relevant
Job details