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GPS Associate Programme: Private Markets Analyst(m/w/x)
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
- English – Business Fluent
Tools & Technologies
- Excel
- PowerPoint
- Outlook
- Word
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.Full-timeOn-siteExperiencedZürich
- CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Hedge Fund Analyst(m/w/x)
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Global Fund Research Private Markets Analyst(m/w/x)
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GPS Associate: Wealth Planning Europe(m/w/x)
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GPS Associate: Strategy Associate GPS(m/w/x)
Full-timeOn-siteExperiencedZürich
GPS Associate Programme: Private Markets Analyst(m/w/x)
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
- English – Business Fluent
Tools & Technologies
- Excel
- PowerPoint
- Outlook
- Word
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Hedge Fund Analyst(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Hedge Fund Analyst(m/w/x)
Full-timeOn-siteExperiencedZürich - 0877 Deutsche Bank (Suisse) SA
Global Fund Research Private Markets Analyst(m/w/x)
Full-timeOn-siteSeniorZürich - Julius Baer
GPS Associate: Wealth Planning Europe(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
GPS Associate: Strategy Associate GPS(m/w/x)
Full-timeOn-siteExperiencedZürich