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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
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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
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
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?
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