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Senior Investment Officer, Private Equity Secondaries & Co-Investments

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**UBS Seeks Senior Investment Officer for Private Equity Secondaries & Co-Investments:** Lead fundraising advisory in UBS's Private Funds Group, collaborating with senior bankers to evaluate opportunities, prepare marketing materials, and drive successful capital raises. Required: 7+ years' experience in private equity, secondary transactions, and fund structures; proficiency in financial models, due diligence tools, and CRM systems. Offer exposure to GP-led and LP-led secondary transactions.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

You will join the UBS Private Funds Group (PFG) within Global Banking, with a primary focus on primary fundraising advisory. PFG provides global advisory and distribution services to private fund sponsors across private equity, private debt, infrastructure and real assets, combining primary fundraising capabilities with secondary and liquidity solutions. In this role, you will support the origination and execution of fundraising mandates, working closely with senior PFG bankers, global distribution colleagues and clients. You will play a key role in evaluating opportunities, preparing marketing materials, coordinating investor outreach and supporting successful capital raises. The role also offers exposure to GPled and LPled secondary transactions. You will be responsible for a broad range of execution, advisory and project management activities, including: working with senior PFG team members to evaluate prospective fundraising opportunities, including detailed analysis of client portfolios, track records, teams, strategies and market opportunities advising clients on fundraising strategy, including fund structuring, timing, investor targeting and legal and commercial terms articulating complex investment and marketing messages clearly and effectively to institutional investors leading the preparation of key fundraising materials, including private placement memoranda, investor presentations, due diligence questionnaires and financial models planning, building and managing virtual data rooms to support investor due diligence maintaining comprehensive fundraising trackers, coordinating investor outreach, managing feedback and producing regular internal and external reports supporting the organisation and execution of investor roadshows, liaising with global distribution colleagues and roadshow coordinatorsShow more Investment Banking Analyst - EMEA Private Funds Group

Senior Investment Officer, Private Equity Secondaries & Co-Investments

Compensation

Not specified

City: Not specified

Country: Not specified

UBS logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at UBS

ExperiencedNo visa sponsorship

**UBS Seeks Senior Investment Officer for Private Equity Secondaries & Co-Investments:** Lead fundraising advisory in UBS's Private Funds Group, collaborating with senior bankers to evaluate opportunities, prepare marketing materials, and drive successful capital raises. Required: 7+ years' experience in private equity, secondary transactions, and fund structures; proficiency in financial models, due diligence tools, and CRM systems. Offer exposure to GP-led and LP-led secondary transactions.

Full Job Description

You will join the UBS Private Funds Group (PFG) within Global Banking, with a primary focus on primary fundraising advisory. PFG provides global advisory and distribution services to private fund sponsors across private equity, private debt, infrastructure and real assets, combining primary fundraising capabilities with secondary and liquidity solutions. In this role, you will support the origination and execution of fundraising mandates, working closely with senior PFG bankers, global distribution colleagues and clients. You will play a key role in evaluating opportunities, preparing marketing materials, coordinating investor outreach and supporting successful capital raises. The role also offers exposure to GPled and LPled secondary transactions. You will be responsible for a broad range of execution, advisory and project management activities, including: working with senior PFG team members to evaluate prospective fundraising opportunities, including detailed analysis of client portfolios, track records, teams, strategies and market opportunities advising clients on fundraising strategy, including fund structuring, timing, investor targeting and legal and commercial terms articulating complex investment and marketing messages clearly and effectively to institutional investors leading the preparation of key fundraising materials, including private placement memoranda, investor presentations, due diligence questionnaires and financial models planning, building and managing virtual data rooms to support investor due diligence maintaining comprehensive fundraising trackers, coordinating investor outreach, managing feedback and producing regular internal and external reports supporting the organisation and execution of investor roadshows, liaising with global distribution colleagues and roadshow coordinatorsShow more Investment Banking Analyst - EMEA Private Funds Group