Director of Private Equity at Zurich leading fund investments and analysis. Collaborating with global teams on strategic initiatives and organizational projects in the private equity space.
Responsibilities
Lead origination, research, and analysis of fund investments, direct co-investments, and secondary GP-led or continuation vehicle (CV) opportunities across PE strategies.
Leverage his / her own network to perform diligence, improve market intelligence, and originate deal flow.
Serve as one of internal subject matter experts on private equity within Zurich.
Drive negotiations alongside ZAAM Legal and exert influence to effect positive outcomes for Zurich.
Responsible for preparing memoranda for ZAAM Investment Committee and stakeholders.
Lead monitoring activities under assigned coverage and leverage technology and / or tools to gather PE data.
Serve as Zurich’s designated representative for Limited Partner Advisory Committees.
Develop and employ thesis-driven approach to identify potential investment opportunities.
Drive forward ZAAM PE’s primary and secondary research efforts.
Serve as primary ZAAM PE internal lead on assigned portfolio segments and market.
Mentor ZAAM PE colleagues and develop them for future success.
Join and / or lead cross-departmental projects that support a broader Zurich initiative.
Represent ZAAM PE in structured meetings with Zurich senior management, key stakeholders, ZAAM colleagues, or external parties.
Lead assigned PE projects, which include helping with investment mandate set-ups, authoring documentation for review by senior Zurich executives, etc.
Requirements
Bachelor’s degree in Business Administration, Economics, Finance, Law or Accounting OR a professional certification; CFA/ CPA if the undergraduate degree is not in one of the aforementioned areas
8 or more years’ experience of Corporate Finance, Transaction Finance, Investment Management or Consulting of which 4 or more years’ experience of Private Equity investing into limited partnership investing and/or directly into operating companies
Demonstrated strong aptitude in data visualization and adoption of tech, including Gen AI
Excellent experience in institutional asset management (e.g., insurance and financial services, public and corporate pensions, endowment & foundations, sovereign wealth funds, OCIOs, fund-of-funds, family offices), private equity, venture capital, investment or strategy consulting, investment banking / corporate finance, and alternative assets.
Excellent knowledge of private equity and venture capital.
Possess exceptional communication skills, both in speak and in writing.
Possess executive presence, ability to lead, strong project management experience, ambition, and drive towards continuous improvement / excellence.
Graduate degree in Finance, Business, Economics, Law or completed either CFA or CAIA or both.
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