Junior Private Equity Investment Professional 100% (f/m/d)

Bank Julius Bär & Co. Ltd.; Zürich; Presencial; CHF 120 000 - 180 000; Tempo integral

Resumo da oferta

Julius Baer is seeking a motivated investment professional with 1–5 years of experience to join its Private Markets Investment team in Zurich. The role focuses on evaluating and executing private equity buyout co-investments alongside global GPs, including due diligence, financial analysis, and support throughout the investment process.

A strong academic background and fluency in English are required. You will participate in investment review, risk assessment, and portfolio monitoring,

Qualificações

• Bachelor or Master degree in finance, economics, accounting or related field.
• Strong academic credentials and 1–5 years of relevant private equity/ corporate finance experience.

Responsabilidades

• Investment analysis and due diligence on private equity buyout co-investments.
• Support deal execution from screening through closing and document review.
• Portfolio monitoring, reporting and involvement in special projects.

Conhecimentos

Analytical capabilities

Corporate finance skills

Financial modelling

LBO modelling

English fluency

Team orientation

Formação académica

Finance/economics degree

Descrição da oferta de emprego

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Julius Baer is offering an opportunity for a motivated investment professional with 1-5 years of experience and a strong academic background to join its Private Markets Investment team. As one of the leading global private banks, Julius Baer has developed an attractive private markets platform providing sophisticated clients access to private equity, private debt and real assets through inhouse funds, mandates and direct co-investments. The successful candidate will primarily focus on evaluating and executing private equity buyout co-investments alongside GPs globally. The role offers active involvement throughout the investment process, from reviewing investment opportunities and conducting due diligence to supporting execution and monitoring portfolio investments. We are seeking an individual with strong analytical capabilities and corporate finance skills who is looking to build a long-term career in private equity investing.

YOUR CHALLENGE

Investment analysis and due diligence: Evaluate and screen private equity buyout co-investment opportunities alongside financial sponsors Perform detailed financial analysis, including valuation analysis and LBO modelling Review commercial, financial, legal and tax due diligence materials and identify key investment risks and value creation opportunities Prepare investment committee presentations along with due diligence findings and present to internal investment committees Deal execution and transaction support: Support the execution of private equity co-investment transactions from initial screening through closing Review transaction structures, financing arrangements and legal documentation Support the coordination of transaction processes, working closely with internal and external stakeholders Portfolio monitoring and reporting and others: Monitor the performance of existing investments through financial analysis and regular portfolio reviews Assist with special projects on an as-needed basis

YOUR PROFILE

Education and experience: Bachelor or Master degree in finance, economics, accounting or a related field with strong academic credentials 1-5 years of relevant experience in private equity, structured finance, M&A, transaction services, valuation advisory or a similar corporate finance role is particularly relevant Fluency in English is required, additional European languages are a plus Technical skills: Advanced corporate finance and financial analysis skills Strong financial modelling skills with knowledge of leveraged buyouts transactions Ability to analyse capital structures, financing arrangements and transaction documentation Strong critical thinking as well as quantitative and analytical skills Soft skills: Team-oriented professional with a diligent and hands-on approach to completing tasks independently Strong attention to detail and organizational skills, with the ability to manage multiple projects and deadlines simultaneously

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

For more information visit www.juliusbaer.com or contact us via the Contact Form.