Private Equity Investment Associate
Accounting & Finance
New York, NY, USA
USD 120k-150k / year
Private Equity Investment Associate
United States - New York
Portfolio and fund management
Asset Management
Your role
Do you enjoy finding value in private markets?
Can you turn complex investment data into clear insights?
We are looking for an Private Equity, Investment Associate to:
• conduct market research and financial analysis for potential primary investments and fund commitments, with an understanding of and interest in secondary transactions and co-investments
• assist in the due diligence process, including reviewing fund documentation, analyzing investment track records, and evaluating deal structures
• prepare investment memoranda and recommendations for internal committees
• monitor portfolio performance and provide ongoing analysis of investments
• collaborate with team members to develop investment strategies and identify new opportunities
• maintain accurate investment records and assist with reporting requirements
Job Reference #
337983BR
City
New York
Job Type
Full Time
Your team
This is an opportunity to join UBS’ Unified Global Alternatives Platform as an Investment Associate, Private Equity, in New York, where you'll help shape Private Equity allocations for Asset and Wealth Management clients.
The role reports to the UGA Head of Private Equity Americas and offers high visibility, cross-functional collaboration, and the chance to influence investment outcomes in a fast-evolving market. If you're passionate about private markets and ready to make an impact, we’d love to hear from you.
Your expertise
• ideally 3–6 years of experience in private equity, investment banking, or asset management
• bachelor’s degree in finance, economics, business, or a related field; MBA or relevant graduate degree preferred
• strong analytical and quantitative skills, including proficiency in financial modeling
• excellent communication and presentation skills
• solid understanding of primary investments, secondary investments, and co-investments
• ability to work collaboratively in a fast-paced, team-oriented environment
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 120000 - max USD 150000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.