Associate Director, Private Equity
Zurich Insurance
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • United States
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Salary
💰 $165,625 - $271,250 per year
Job Level
About the role
- Lead or co-lead deal origination, research, and analyze direct co-investment and secondary GP-led opportunities
- Develop relationships with intermediaries, portfolio companies, and other limited partners
- Support negotiation of business and legal considerations with ZAAM Legal
- Prepare and present institutional quality memoranda for ZAAM Investment Committee
- Perform regular investment and risk monitoring on portfolio activities
- 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 to contribute towards ZAAM investment strategy
- Elevate fellow ZAAM PE colleagues by sharing experience, knowledge, and expertise
- Represent ZAAM PE in structured meetings with Zurich senior management and external parties
Requirements
- 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, or actuarial field
- 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 asset management company or investment department of an insurance company, financial analyst, financial engineer, structure, trader, or risk manager for a financial institution, or consultant in the areas of investments, insurance, risk management, or financial analysis.
Benefits
- competitive pay
- comprehensive benefits for employees and their families
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment analysisrisk monitoringfinancial planninginvestment accountingasset managementfinancial analysisnegotiationdata aggregationportfolio managementCFA designation
Soft Skills
leadershiprelationship buildingcommunicationcollaborationambitiondrive for improvementpresentation skillsstrategic thinkingmentorshipproblem-solving
Certifications
Bachelor's degreeMaster's degree in financeMBACFA designation (in progress)