UBS

Investment Officer - Venture Capital and Private Equity

UBS$145K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in private equity, fund of funds, or related investment roles.
  • Strong network within Venture Capital required.
  • Knowledge of private equity markets, fund structures, and investment strategies.
  • Proficiency in conducting due diligence and risk assessments.
  • Bachelor's degree in finance, economics, or related field; MBA or CFA designation preferred.
  • Technical/programming or data analytics skills preferred.
  • Strong interpersonal skills to build relationships with fund managers and other stakeholders.

Responsibilities

  • Source and originate GP relationships from your network and intermediary community.
  • Conduct detailed due diligence on prospective venture capital and private equity funds.
  • Monitor and analyze performance of existing fund investments.
  • Develop and maintain financial models for investment decision-making.
  • Prepare comprehensive investment reports and presentations for stakeholders.
  • Collaborate with colleagues to identify new investment opportunities.
  • Assist in the negotiation and structuring of investment agreements.

Benefits

  • High visibility within the organization and collaboration across teams.
  • Opportunity to influence investment outcomes in a fast-evolving market.
  • Access to a wide network of industry professionals.
  • Support for SMA or fund product pitches across Asset and Wealth Management clients.
  • Involvement in shaping Venture Capital and Private Equity allocations for clients.
Full Job Description
Your role

Are you an experienced Venture Capital professional?
Do you thrive in the environment of cross-functional collaboration?

We are looking for someone like that to:
• source and originate highly access constrained GP relationships from your network as well as the intermediary community and tracking spin-out candidates; strong network within Venture Capital is a requirement
• conduct detailed due diligence on prospective venture capital, growth equity and private equity funds, including performance analysis, fund manager evaluations, and risk assessments
• monitor and analyze the performance of existing fund investments, providing regular updates to senior management
• develop and maintain financial models to support investment decision-making processes
• prepare comprehensive investment reports and presentations for internal and external stakeholders
• collaborate with colleagues across the investment team to identify new investment opportunities and strategies
• maintain up-to-date knowledge of industry trends, market conditions, and regulatory changes affecting private equity investments
• assist in the negotiation and structuring of investment agreements
• support our distribution teams in SMA or fund product pitches across both Asset and Wealth Management clients and prospects.

Your team

This is a unique opportunity to join UBS' Unified Global Alternatives Platform as an Investment Officer, Venture Capital and Private Equity, in New York or in San Francisco, where you'll help shape Venture Capital and Private Equity allocations for Asset and Wealth Management clients. We're seeking an experienced and well-networked professional - notably in Venture Capital - with a strong understanding of private equity markets, fund structures, and investment strategies and deep GP relationships.

The role reports to the UGA Head of Private Equity Americas and offers high visibility, cross-functional collaboration, and the chance to influence investment outcomes in a fast-evolving market. If you're passionate about private markets and ready to make an impact, we'd love to hear from you.

Your expertise
• ideally 7+ years of experience in private equity, fund of funds, or related investment roles
• whilst this role is more primary focused, understanding of secondaries and co-investments is critical
• proven ability to conduct thorough due diligence and risk assessments
• knowledge of industry trends and market conditions
• technical/programming and/or data analytics skills preferred
• Bachelor's degree in finance, economics, or a related field; MBA or CFA designation preferred
• excellent problem-solving and critical thinking abilities
• strong interpersonal skills and the ability to build relationships with fund managers and stakeholders.
• you're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 145000 - max USD 200000
• United States - California - San Francisco min USD 145000 - max USD 200000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

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