UBS · 3 days ago
Senior Investment Officer, Private Equity Secondaries & Co-Investments
New York, United States
Full-time
Onsite
Senior Level, Lead/Staff
$200K/yr - $275K/yr
10+ years expUBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Senior Investment Officer in the Private Equity Secondaries & Co-Investments team to source and evaluate investment opportunities, lead investment processes, and coach junior team members while contributing to portfolio monitoring and fundraising efforts.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Source and evaluate private equity secondary and co-investment opportunities (both GP and LP led), building trusted relationships with GPs and advisors
Lead the investment processes from screening through to legal negotiation and closing
Lead due diligence and investment analysis, guiding junior team members, and reviewing business models, financials and operating KPIs
Translate industry insights into comprehensive investment recommendations and risk assessments
Coach and develop colleagues, fostering a collaborative and inclusive team culture
Contribute to portfolio monitoring post close and reporting materials for stakeholders
Support fundraising efforts engaging with clients and partners
Keep up to date on deals and market developments, including transaction terms & pricings
Qualification
Required
10-12+ years' experience with a transaction track record in private equity secondaries or co-investments
prior relevant investment banking experience
well-connected in the industry with track record in sourcing, fundraising, and client/LP engagement
experience in leading transactions and supporting the development of junior team members
demonstrated ability to independently source and execute deals
proven experience structuring and negotiating legal documentation
advanced LBO modelling skills and fluency with valuation techniques
strong written and verbal communication skills
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
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