At a Glance
- Tasks: Source and evaluate private equity opportunities while leading investment processes and guiding junior team members.
- Company: Join UBS, a leader in the financial industry with a focus on collaboration and inclusion.
- Benefits: Enjoy flexible working options, professional growth, and a supportive team environment.
- Other info: Be part of a diverse team dedicated to driving success and fostering career development.
- Why this job: Make a real impact in a fast-paced team with access to top industry managers.
- Qualifications: 10-12+ years in private equity with strong deal sourcing and negotiation skills.
The predicted salary is between 80000 - 100000 € per year.
We're looking for a Senior Investment Officer in the Private Equity Secondaries & Co-Investments team, to:
- Source and evaluate private equity secondary and co-investment opportunities (both GP and LP led), building trusted relationships with GPs and advisors.
- Lead the investment processes from screening through to legal negotiation and closing.
- Lead due diligence and investment analysis, guiding junior team members, and reviewing business models, financials and operating KPIs.
- Translate industry insights into comprehensive investment recommendations and risk assessments.
- Coach and develop colleagues, fostering a collaborative and inclusive team culture.
- Contribute to portfolio monitoring post close and reporting materials for stakeholders.
- Support fundraising efforts engaging with clients and partners.
- Keep up to date on deals and market developments, including transaction terms and pricing.
Our team is responsible for the sourcing, diligence and execution of co-investment and secondary investment opportunities. You'll play an important role in the origination, review and selection of investments and the monitoring of our portfolio companies. You'll be working in the UGA (Unified Global Alternatives) Private Equity, Co-Investments & Secondaries team based in London and collaborating closely with colleagues in NYC and Zurich. You will be reporting to the team head, also based in London. This is an exciting fast‑paced and growing team with direct access to best‑in‑class managers in the industry.
Qualifications
- 10‑12+ years’ experience with a transaction track record in private equity secondaries or co‑investments.
- Prior relevant investment banking experience.
- Well‑connected in the industry with a track record in sourcing, fundraising, and client/LP engagement.
- Experience in leading transactions and supporting the development of junior team members.
- Demonstrated ability to independently source and execute deals.
- Proven experience structuring and negotiating legal documentation.
- Advanced LBO modelling skills and fluency with valuation techniques.
- Strong written and verbal communication skills.
At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey.
We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Senior Investment Officer employer: UBS
At UBS, we pride ourselves on being an exceptional employer, particularly for the Senior Investment Officer role within our dynamic Private Equity Secondaries & Co-Investments team in London. Our commitment to employee growth is evident through our supportive culture that fosters collaboration and inclusivity, alongside flexible working options that cater to individual needs. With direct access to industry-leading managers and a focus on professional development, we offer a rewarding environment where your expertise can truly shine.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Officer
✨Network Like a Pro
Get out there and connect with industry professionals! Attend events, join online forums, and don’t be shy about reaching out to people on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience in private equity secondaries and co-investments. Share specific examples of deals you've led or insights you've gained – this will set you apart from the crowd!
✨Prepare for Interviews
Do your homework before interviews! Understand the company’s recent deals and market position. Be ready to discuss how your skills align with their needs, especially in sourcing and evaluating investment opportunities. Confidence is key!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at StudySmarter.
We think you need these skills to ace Senior Investment Officer
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Investment Officer role. Highlight your experience in private equity secondaries and co-investments, and don’t forget to showcase your transaction track record. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of your past successes in sourcing and executing deals, and how you’ve developed junior team members. Let us know why you’re excited about this opportunity!
Showcase Your Communication Skills:Strong written communication is key for this role. Make sure your application is clear, concise, and free of jargon. We appreciate a straightforward approach that reflects your ability to translate complex industry insights into actionable recommendations.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, you’ll find all the details about the role and our team there. Don’t miss out on this exciting opportunity!
How to prepare for a job interview at UBS
✨Know Your Numbers
As a Senior Investment Officer, you'll need to demonstrate your advanced LBO modelling skills and valuation techniques. Brush up on your financial metrics and be ready to discuss specific deals you've worked on, including the numbers behind them. This will show your expertise and confidence in handling complex financial analyses.
✨Build Relationships
Since the role involves sourcing and evaluating opportunities, it's crucial to highlight your ability to build trusted relationships with GPs and advisors. Prepare examples of how you've successfully engaged with clients or partners in the past, showcasing your networking skills and industry connections.
✨Lead with Confidence
You'll be leading investment processes and guiding junior team members, so be prepared to discuss your leadership style. Share experiences where you've coached others or led a team through a challenging transaction. This will demonstrate your capability to foster a collaborative and inclusive team culture.
✨Stay Current
Keep yourself updated on market developments and recent deals in private equity secondaries and co-investments. During the interview, reference current trends or notable transactions to show that you're not only knowledgeable but also genuinely interested in the field. This will set you apart as a proactive candidate.
