Associate Director, Private Equity

Zurich Australian Insurance Ltd.; New York (NY); Hybrid; USD 162,000 - 267,000; Full time

Job summary

Join a forward-thinking company as an Associate Director in Private Equity, where you'll leverage your expertise in investment analysis and deal origination. This exciting role involves leading projects, conducting thorough research, and collaborating with key stakeholders to drive successful investment strategies. With a focus on continuous improvement and excellence, you'll contribute to a dynamic team that values diverse perspectives and fosters an inclusive environment. Be part of a leading organization that is shaping the future of the insurance industry and making a significant impact in the market.

Benefits

Comprehensive Employee Benefits

Career Development Opportunities

Competitive Compensation

Short-term Incentive Bonuses

Qualifications

• 5+ years of experience in Investments and institutional asset management.
• Strong analytical skills in private equity and risk monitoring.

Responsibilities

• Lead deal origination and analyze investment opportunities.
• Conduct extensive due diligence and build relationships with stakeholders.

Skills

Investment Analysis

Deal Origination

Risk Monitoring

Negotiation Skills

Portfolio Management

Education

Bachelor's Degree

Master's Degree in Finance or MBA

CFA Progress

Tools

Data Visualization Tools

AI Tools

Job description

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Associate Director, Private Equity

122596

Zurich Alternative Asset Management (ZAAM) within Zurich North America is currently recruiting for an Associate Director of Private Equity and the successful candidate will be based out of our New York City office.

He / she will report to the Managing Director and Head of Private Equity and work collaboratively alongside his / her colleagues in ZAAM, Zurich colleagues in other business units, and key stakeholders.

At the direction of the Head of Private Equity, highlights of the key accountabilities are as follows:

Transactional

• Lead or co-lead deal origination, research, and analyzing of direct co-investment and secondary GP-led or continuation vehicle (CV) opportunities and / or managers (i.e., primary fund commitments) that conform to investment mandates and across multiple strategies, including buyouts, growth equity, and venture capital.
• Leverage his / her own personal and professional network to conduct extensive diligence / referencing.Develop relationships with the intermediaries, portfolio companies, managers, and other limited partners to improve ZAAM PE market intelligence and differentiated deal flow.
• Support ZAAM Legal in negotiation of business and legal considerations and exert influence to effect positive outcomes for Zurich.
• Prepare and present institutional quality and comprehensive memoranda for ZAAM Investment Committee, key stakeholders, and Head of Private Equity.
• Perform regular investment and risk monitoring on portfolio activities under assigned coverage and leverage technology and / or tools to gather PE data.
• Serve as Zurich’s designated representative for Limited Partner Advisory Committees.

Research

• Employ thesis-driven approach to identifying areas for potential investment consideration for ZAAM PE.
• Aggregate and synthesize PE data and trends to contribute towards ZAAM investment strategy.
• Build and gather proprietary PE data to enhance ZAAM PE underwriting and monitoring.
• Use available technology solutions (e.g., data visualization tools, AI tools) to elevate ZAAM PE’s market intelligence and portfolio analyses.
• Serve as ZAAM PE internal lead on assigned portfolio segments and market.
• Elevate fellow ZAAM PE colleagues by sharing his / her own experience, knowledge, and expertise.
• Join and / or lead cross-departmental projects that support a broader Zurich initiative.
• Represent ZAAM PE in structured meetings with Zurich senior management, key stakeholders, ZAAM colleagues, or external parties.
• Lead or support assigned PE projects, which can include helping with investment mandate set-ups, authoring documentation for review by senior Zurich executives, and outbound calling efforts.

Basic Qualifications:

• Bachelor’s degree and 5 or more years of experience in the or Investments area AND
• 3 or more years of experience in institutional asset management, investment accounting, financial planning, insurance companies, actuarial field
  

Preferred Qualifications:

• Possess ambition and drive towards continuous improvement and excellence.
• Bachelor’s degree in finance or accounting.
• Master’s degree in finance or an MBA.
• Progress toward the CFA designation.
• Experience in one of the following areas: Asset management company or investment department of an insurance company; financial analyst, financial engineer, structure, trader, or risk manager for a financial institution; experience in an insurance company with an understanding of the liabilities that insurance companies write; consultant in a consulting firm in the areas of investments, insurance, risk management, or financial analysis.

At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary for this position is $162,500.00 to $266,250.00, with short-term incentive bonus eligibility set at 20%.

As an insurance company, Zurich is subject to 18 U.S. Code § 1033.

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more.

Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

Location(s): AM - New York
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered:No