At a Glance
- Tasks: Source and evaluate private equity opportunities, leading investment processes and guiding junior team members.
- Company: Join a fast-growing team at a leading investment firm with global reach.
- Benefits: Competitive salary, diverse culture, and opportunities for professional growth.
- Other info: Collaborative team culture with excellent career advancement opportunities.
- Why this job: Make a real impact in a dynamic environment with access to top industry managers.
- Qualifications: 10-12+ years in private equity, strong communication skills, and proven deal execution experience.
The predicted salary is between 80000 - 100000 € per year.
Your role
Do you have experience in private secondaries and/or co-investments and want to join a fast growing team deploying capital across GP led, LP led deals and co-investments?
Responsibilities
- 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 & pricings.
Your team
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 / 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
- Ideally 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 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.
Equal Employment Opportunity
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Senior Investment Officer, Private Equity Secondaries & Co-Investments employer: UBS
UBS is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to employee development, you will have ample opportunities to grow your career while working alongside industry leaders in private equity. The inclusive culture fosters diversity and empowers individuals, making it a rewarding place to contribute to impactful investment strategies.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Officer, Private Equity Secondaries & Co-Investments
✨Network Like a Pro
Get out there and connect with industry professionals! Attend networking events, join relevant 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 worked on and how you’ve added value. This will help you stand out as a candidate who knows their stuff!
✨Prepare for Interviews
Do your homework before interviews! Understand the company’s recent deals, their investment strategy, and the market landscape. This will not only impress your interviewers but also help you ask insightful questions that show your genuine interest in the role.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our fast-growing team in London. Let’s make it happen!
We think you need these skills to ace Senior Investment Officer, Private Equity Secondaries & Co-Investments
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience in private equity secondaries and co-investments. Highlight relevant roles and achievements that align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for our team. Share specific examples of your past successes in sourcing and executing deals, and how you can contribute to our fast-growing team.
Showcase Your Communication Skills:Since strong written communication is key, ensure your application is clear and concise. Use professional language but let your personality shine through – we want to get to know you!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at UBS
✨Know Your Stuff
Make sure you brush up on your knowledge of private equity secondaries and co-investments. Be ready to discuss recent deals, market trends, and specific GP and LP led opportunities. This shows you're not just interested in the role but are genuinely engaged with the industry.
✨Showcase Your Experience
Prepare to share specific examples from your 10-12+ years of experience. Highlight your transaction track record, especially any successful sourcing or fundraising efforts. Use the STAR method (Situation, Task, Action, Result) to structure your responses for clarity.
✨Build Rapport
Since this role involves building trusted relationships, practice how you'll connect with your interviewers. Be personable and show your ability to foster a collaborative team culture. Ask insightful questions about their team dynamics and how they support junior members.
✨Demonstrate Analytical Skills
Be prepared to discuss your approach to due diligence and investment analysis. You might be asked to evaluate a hypothetical investment opportunity, so brush up on your LBO modelling skills and valuation techniques. Show them you can think critically and make sound investment recommendations.
