UBS

Private Markets Due Diligence Analyst

UBS

1285 6th Ave, New York, NY 10019, USA
Full-TimeDepends on ExperienceSenior LevelBachelors
Job Description

Analyze managers in relation to their investment process, track record, attribution, portfolio construction, and risk management capabilities. Source unique investment opportunities for ultra-high net worth clients. Partner with internal colleagues to provide advice and recommendations to investment committees, financial advisors, and clients. Author written, in depth memos to present to the Investment Committee, as well as thought leadership pieces on market trends and opportunities impacting private markets strategies. Maintain detailed monitoring records post-investment, including hosting and documenting regular update calls/meetings with fund managers, attending fund annual meetings and onsite visits, and updating monitoring reports on an annual basis. Interact with internal teams including Operational Due Diligence, Product Management, Product Development, Sales, Legal, and Compliance, as needed. Support a collegial, team atmosphere including idea sharing, learning, and collaboration.

Where is this job?
This job is located at 1285 6th Ave, New York, NY 10019, USA
Job Qualifications
  • 5-10+ years of job experience in the financial markets

  • Experience in private markets strategies is required.

  • CFA, MBA and/or CAIA not required but viewed favorably.

  • Demonstrated ability to analyze and solve problems and to manage multiple tasks at once

  • Experience working with financial advisors and high net worth clients is preferred

Required Skills
  • MS Word

  • Relationship Management

  • Record Keeping Skills

  • Time Management Skills

  • MS Excel skills

  • Delivering presentation skills

Soft Skills
  • Driven and self-motivated

  • Communication Skills

  • Adaptability

  • Problem-solving and resourcefulness

  • Detail oriented and highly organized

  • Multi tasker

Compensation

According to JobzMall, the average salary range for a Private Markets Due Diligence Analyst in 1285 6th Ave, New York, NY 10019, USA is $64,000 to $91,000. This range may vary depending on the experience and qualifications of the individual.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 13th, 2021
Apply BeforeMay 22nd, 2025
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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