Private Equity Investment Associate - NYC, Hands-on

InforCapital, partnership; New York (NY); Hybrid; USD 112,000 - 168,000; Full time

Job summary

Swiss Re's Group Asset Management is seeking a Private Equity Investment Professional in New York to join a focused team handling private equity, opportunistic credit, infrastructure, secondaries, and co-investments. The role emphasizes due diligence, market trend analysis, and portfolio monitoring within a small, collaborative environment.

The ideal candidate has a 2–3 year track record in private equity or related fields, with CFA or similar qualifications as a plus.

Qualifications

• 2–3 years of relevant experience in private equity, investment management, consulting, corporate finance, or M&A.
• CFA or similar qualifications are a plus.
• Strong analytical skills and financial acumen.
• Excellent English communication and MS Office proficiency.

Responsibilities

• Stay abreast of financial markets and investment trends to inform asset class strategy and pipeline planning.
• Conduct due diligence and evaluation of new investments across fund, secondary, and co-investment opportunities.
• Prepare high-quality investment proposals for internal and external stakeholders.
• Monitor portfolio through fund reporting analysis and manager meetings.
• Collaborate with internal partners on portfolio analytics, financial reporting, and risk management.
• Build relationships with private equity industry contacts.

Skills

Analytical skills

Financial acumen

English communication

MS Office

Education

Bachelor's degree

CFA or similar

Tools

Bloomberg

Job description

Swiss Re's Group Asset Management is seeking a Private Equity Investment Professional in New York to join a focused team handling private equity, opportunistic credit, infrastructure, secondaries, and co-investments. The role emphasizes due diligence, market trend analysis, and portfolio monitoring within a small, collaborative environment.

The ideal candidate has a 2–3 year track record in private equity or related fields, with CFA or similar qualifications as a plus.