Analyst, Private Equity Partnership Investments
Baar, CH
What it's about
We are seeking a highly motivated and detail-oriented Financial Analyst to join our Private Equity Partnership Investments team in Zug. This role focuses on secondary transactions (LP portfolios and GP-led transactions), direct private equity, and primary investments. The successful candidate will play a critical role in supporting the investment process, from initial screening to execution and portfolio management.
Key Responsibilities
Secondary Investments
- Analyze and evaluate LP portfolios and GP-led transactions
- Conduct due diligence, including financial modeling, valuation, and risk assessment
- Maintenance of core limited partnership models
- Prepare investment memos and presentations for the Investment Committee
Direct Private Equity Investments
- Support the sourcing, evaluation, and execution of direct private equity joint and joint-lead investments alongside other private equity investment firms
- Perform industry and company research to identify investment opportunities
- Assist in the preparation of financial models, investment theses, and due diligence reports
Primary Investments
- Evaluate and monitor primary fund investments
- Conduct market analysis and track industry trends
- Assist in the preparation of investment recommendations and performance reports
Portfolio Management
- Monitor the performance of existing investments and prepare regular updates
- Assist in the development and implementation of value creation plans
- Support the preparation of valuations, quarterly and annual reports for investors
- Bachelor’s degree in Finance, Economics, Business, STEM, or a related field; advanced degree or CFA designation is a plus
- 1-3 years of experience in private equity, investment banking, or a related field
- Strong analytical skills and proficiency in financial modeling and valuation techniques
- Excellent written and verbal communication skills.
- Ability to work independently and as part of a team in a fast-paced environment
- High level of attention to detail and strong organizational skills
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
What we offer Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow:
www.partnersgroup.com
Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at hr@partnersgroup.com
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Investment Banking, Private Equity, Financial, Financial Analyst, CFA, Finance