UBS

Private Equity Investment Associate

UBS$120K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-6 years of experience in private equity, investment banking, or asset management
  • Bachelor's degree in finance, economics, business, or related field; MBA preferred
  • Strong analytical and quantitative skills, proficient in financial modeling
  • Excellent communication and presentation skills
  • Solid understanding of primary, secondary, and co-investments
  • Ability to collaborate in a fast-paced, team-oriented environment

Responsibilities

  • Conduct market research and financial analysis for potential investments and fund commitments
  • Assist in the due diligence process by reviewing fund documentation and analyzing investment track records
  • Prepare investment memoranda and recommendations for internal committees
  • Monitor portfolio performance and analyze ongoing investments
  • Collaborate with team members to develop investment strategies and identify new opportunities
  • Maintain accurate investment records and assist with reporting requirements

Benefits

  • Competitive benefits package
  • Opportunities for cross-functional collaboration
  • High visibility within the organization
  • Chance to influence investment outcomes in a fast-evolving market
Full Job Description
Your role

Do you enjoy finding value in private markets?
Can you turn complex investment data into clear insights?
We are looking for an Private Equity, Investment Associate to:
• conduct market research and financial analysis for potential primary investments and fund commitments, with an understanding of and interest in secondary transactions and co-investments
• assist in the due diligence process, including reviewing fund documentation, analyzing investment track records, and evaluating deal structures
• prepare investment memoranda and recommendations for internal committees
• monitor portfolio performance and provide ongoing analysis of investments
• collaborate with team members to develop investment strategies and identify new opportunities
• maintain accurate investment records and assist with reporting requirements

Your team

This is an opportunity to join UBS' Unified Global Alternatives Platform as an Investment Associate, Private Equity, in New York, where you'll help shape Private Equity allocations for Asset and Wealth Management clients.

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 3-6 years of experience in private equity, investment banking, or asset management
• bachelor's degree in finance, economics, business, or a related field; MBA or relevant graduate degree preferred
• strong analytical and quantitative skills, including proficiency in financial modeling
• excellent communication and presentation skills
• solid understanding of primary investments, secondary investments, and co-investments
• ability to work collaboratively in a fast-paced, team-oriented environment

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 120000 - max USD 150000 /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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