Associate, Private Markets Co-Investments (Zurich)

Petiole Asset Management AG is a Zurich-based boutique asset management firm that provides investors with diversified investments across private equity, private debt and real estate programs focused on direct and co-investment transactions.

We are looking to hire an investment associate within the global team to be based in the Zurich office.

Key Responsibilities

• Prepare and maintain deal pipeline information on new investments
• Conduct financial analysis on new and existing investments for both Real Estate and Private Debt asset classes
• Prepare Investment Committee memos on new and existing transactions
• Prepare presentations for circulation to the Relationship Management team and prospects/clients
• Prepare quarterly review and portfolio updates for existing transactions
• Conduct risk and scenario analysis on the existing portfolio transactions
• Work closely with Risk Manager on new and existing portfolio transactions
• Work on macro analysis for both Real Estate and Private Debt asset classes and apply a relative value framework analysis
• Work with fund administrators and back office on all requirements for capital calls, distributions, NAV review and other communications

Main Qualifications

• Experience: Between 5 to 10 years of work experience in the asset management industry, focused on private markets.
• Qualifications: University Degree in Finance, Economics, Accounting.
• CFA/FRM/CPA qualification is a plus.
• Strong knowledge of financial instruments and modelling within illiquid asset classes (Private Equity, Private Credit, Real Estate).
• Ability to take initiative, strong communication and presentation skills, highly organized.
• Language: Fluency in English. Other languages are a plus.
• Strong IT skills. Knowledge of Power BI or equivalent is a plus.

Please submit your CV and cover letter to info@petiole.com