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JUJulius Baer

GPS Associate Programme: Private Markets Analyst(m/w/x)

Zürich
Full-timeOn-siteExperienced

Investment due diligence and monitoring for private markets funds, building databases and models in Excel at a wealth management firm. Bachelor's or Master's in Finance or Business Administration required. Structured associate programme with direct manager and GP interaction.

Requirements

  • Bachelor’s or Master’s degree in Banking, Finance, Business Administration, or related field
  • 2-3 years of professional experience
  • Demonstrated entrepreneurial spirit, proactive, self-motivated, and comfortable taking initiative
  • Strong analytical and conceptual thinking abilities
  • Excellent interpersonal, communication, and presentation skills
  • Service-oriented mindset with dedication to client support
  • Systematic, precise, and resilient working style
  • Fluency in English, additional languages are an advantage
  • Fluency in working with Excel, PowerPoint, Outlook, and Word
  • Eligibility to work in the country of application

Tasks

  • Support investment due diligence on private markets funds
  • Monitor existing investments
  • Collect and process performance, exposure, and attribution data
  • Create and maintain databases and models in Excel and other tools
  • Participate in meetings and calls with managers and GPs, and write minutes and quarterly reviews
  • Assist with the quarterly reporting cycle by providing investment content
  • Promote and position alternative funds in client portfolios, including creating marketing materials and presentations
  • Provide active support for fund inquiries, education, and initiatives
  • Assist with alternative funds-related projects across the bank
  • Develop due diligence skills and build personal coverage over time

Work Experience

  • 2 - 3 years

Education

  • Bachelor's degreeOR
  • Master's degree

Languages

  • EnglishBusiness Fluent

Tools & Technologies

  • Excel
  • PowerPoint
  • Outlook
  • Word
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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