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Zurich Insurance · 2 months ago

Associate Director, Private Equity

New York, NY

Full-time

Hybrid

Lead/Staff, Director/Executive

$162K/yr - $266K/yr

5+ years exp

Zurich Insurance is a leading provider of commercial property-casualty insurance solutions with over 150 years of experience. They are seeking an Associate Director of Private Equity to lead deal origination, conduct research, and analyze investment opportunities while collaborating with various stakeholders. The role involves enhancing market intelligence and supporting investment strategies within the Private Equity division.

Financial ServicesInsuranceProductivity Tools

Comp. & Benefits

No H1B

Responsibilities

Lead or co-lead deal origination, research, and analyzing of direct co-investment and secondary GP-led or continuation vehicle (CV) opportunities and / or managers (i.e., primary fund commitments) that conform to investment mandates and across multiple strategies, including buyouts, growth equity, and venture capital

Leverage his / her own personal and professional network to conduct extensive diligence / referencing.Develop relationships with the intermediaries, portfolio companies, managers, and other limited partners to improve ZAAM PE market intelligence and differentiated deal flow

Support ZAAM Legal in negotiation of business and legal considerations and exert influence to effect positive outcomes for Zurich

Prepare and present institutional quality and comprehensive memoranda for ZAAM Investment Committee, key stakeholders, and Head of Private Equity

Perform regular investment and risk monitoring on portfolio activities under assigned coverage and leverage technology and / or tools to gather PE data

Serve as Zurich’s designated representative for Limited Partner Advisory Committees

Employ thesis-driven approach to identifying areas for potential investment consideration for ZAAM PE

Aggregate and synthesize PE data and trends to contribute towards ZAAM investment strategy

Build and gather proprietary PE data to enhance ZAAM PE underwriting and monitoring

Use available technology solutions (e.g., data visualization tools, AI tools) to elevate ZAAM PE’s market intelligence and portfolio analyses

Serve as ZAAM PE internal lead on assigned portfolio segments and market

Elevate fellow ZAAM PE colleagues by sharing his / her own experience, knowledge, and expertise

Join and / or lead cross-departmental projects that support a broader Zurich initiative

Represent ZAAM PE in structured meetings with Zurich senior management, key stakeholders, ZAAM colleagues, or external parties

Lead or support assigned PE projects, which can include helping with investment mandate set-ups, authoring documentation for review by senior Zurich executives, and outbound calling efforts

Qualification

Private EquityInvestment AnalysisFinancial PlanningCFA ProgressData VisualizationRelationship ManagementNegotiation SkillsTeam Leadership

Required

Bachelor's degree and 5 or more years of experience in the Investments area

3 or more years of experience in institutional asset management, investment accounting, financial planning, insurance companies, actuarial field

Preferred

Possess ambition and drive towards continuous improvement and excellence

Bachelor's degree in finance or accounting

Master's degree in finance or an MBA

Progress toward the CFA designation

Experience in one of the following areas: Asset management company or investment department of an insurance company; financial analyst, financial engineer, structure, trader, or risk manager for a financial institution; experience in an insurance company with an understanding of the liabilities that insurance companies write; consultant in a consulting firm in the areas of investments, insurance, risk management, or financial analysis

Benefits

Short-term incentive bonuses

Merit increases

Comprehensive employee benefits package

Company

Zurich Insurance

Glassdoor4.2

Zurich Insurance Group (Zurich) is a leading global multi-line insurer founded more than 150 years ago, which has grown into a business serving more than 75 million customers in more than 200 countries and territories, while delivering industry-leading total shareholder returns.

Founded in 1872

Zürich, Zurich, CHE

10001+ employees