Junior Private Equity Investment Professional 100% (f/m/d)

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

Julius Baer is offering an opportunity for a motivated investment professional with 1-5 years of experience and a strong academic background to join its Private Markets Investment team.

As one of the leading global private banks, Julius Baer has developed an attractive private markets platform providing sophisticated clients access to private equity, private debt and real assets through inhouse funds, mandates and direct co-investments.

The successful candidate will primarily focus on evaluating and executing private equity buyout co-investments alongside GPs globally. The role offers active involvement throughout the investment process, from reviewing investment opportunities and conducting due diligence to supporting execution and monitoring portfolio investments.

We are seeking an individual with strong analytical capabilities and corporate finance skills who is looking to build a long-term career in private equity investing.

First experience in private equity, structured finance, M&A, transaction services, valuation advisory or a similar corporate finance role is particularly relevant.

YOUR CHALLENGE

Investment analysis and due diligence:

• Evaluate and screen private equity buyout co-investment opportunities alongside financial sponsors

• Perform detailed financial analysis, including valuation analysis and LBO modelling

• Review commercial, financial, legal and tax due diligence materials and identify key investment risks and value creation opportunities

• Prepare investment committee presentations along with due diligence findings and present to internal investment committees

 

Deal execution and transaction support:

• Support the execution of private equity co-investment transactions from initial screening through closing

• Review transaction structures, financing arrangements and legal documentation

• Support the coordination of transaction processes, working closely with internal and external stakeholders

Portfolio monitoring and reporting and others:

• Monitor the performance of existing investments through financial analysis and regular portfolio reviews

• Assist with special projects on an as-needed basis

YOUR PROFILE

Education and experience:

• Bachelor or Master degree in finance, economics, accounting or a related field with strong academic credentials

• 1-5 years of relevant experience in private equity, structured finance, M&A, transaction services, valuation advisory or a similar corporate finance role is particularly relevant

• Fluency in English is required, additional European languages are a plus

 

Technical skills:

• Advanced corporate finance and financial analysis skills

• Strong financial modelling skills with knowledge of leveraged buyouts transactions

• Ability to analyse capital structures, financing arrangements and transaction documentation

• Strong critical thinking as well as quantitative and analytical skills

 

Soft skills:

• Team-oriented professional with a diligent and hands-on approach to completing tasks independently

• Strong attention to detail and organizational skills, with the ability to manage multiple projects and deadlines simultaneously

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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