Investment Officer - Venture Capital and Private Equity
United States · California, USA · California City, CA, USA · New York, NY, USA
USD 145k-200k / year
Investment Officer - Venture Capital and Private Equity
United States - California, United States - New York
Portfolio and fund management
Asset Management
Your role
Are you an experienced Venture Capital professional?
Do you thrive in the environment of cross-functional collaboration?
We are looking for someone like that to:
• source and originate highly access constrained GP relationships from your network as well as the intermediary community and tracking spin-out candidates; strong network within Venture Capital is a requirement
• conduct detailed due diligence on prospective venture capital, growth equity and private equity funds, including performance analysis, fund manager evaluations, and risk assessments
• monitor and analyze the performance of existing fund investments, providing regular updates to senior management
• develop and maintain financial models to support investment decision-making processes
• prepare comprehensive investment reports and presentations for internal and external stakeholders
• collaborate with colleagues across the investment team to identify new investment opportunities and strategies
• maintain up-to-date knowledge of industry trends, market conditions, and regulatory changes affecting private equity investments
• assist in the negotiation and structuring of investment agreements
• support our distribution teams in SMA or fund product pitches across both Asset and Wealth Management clients and prospects.
Job Reference #
340036BR
City
New York, San Francisco
Job Type
Full Time
Your team
This is a unique opportunity to join UBS’ Unified Global Alternatives Platform as an Investment Officer, Venture Capital and Private Equity, in New York or in San Francisco, where you'll help shape Venture Capital and Private Equity allocations for Asset and Wealth Management clients. We're seeking an experienced and well-networked professional – notably in Venture Capital – with a strong understanding of private equity markets, fund structures, and investment strategies and deep GP relationships.
The role reports to the UGA Head of Private Equity Americas and offers high visibility, cross-functional collaboration, and the chance to influence investment outcomes in a fast-evolving market. If you're passionate about private markets and ready to make an impact, we’d love to hear from you.
Your expertise
• ideally 7+ years of experience in private equity, fund of funds, or related investment roles
• whilst this role is more primary focused, understanding of secondaries and co-investments is critical
• proven ability to conduct thorough due diligence and risk assessments
• knowledge of industry trends and market conditions
• technical/programming and/or data analytics skills preferred
• Bachelor's degree in finance, economics, or a related field; MBA or CFA designation preferred
• excellent problem-solving and critical thinking abilities
• strong interpersonal skills and the ability to build relationships with fund managers and stakeholders.
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 145000 - max USD 200000
• United States - California - San Francisco min USD 145000 - max USD 200000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.