United States - California

Business management, administration and support

Asset Management

Your role

We’re looking for a Director, Investment Officer to:

• Oversee the reporting and monitoring process of significant firm managed venture capital and private equity portfolios. Analyze and monitor the performance of the firm's existing fund managers and underlying portfolio companies.
• Develop and manage existing relationships with venture fund managers, advisors and limited partners to source and diligence investment opportunities.
• Source and spearhead potential venture and private equity fund primary investments, growth stage co-investment and secondary investments. Analyze new investment opportunities based on top down-market analysis as well as proprietary sourcing.
• Interpret financial analyses prepared by target fund managers, including investment track records Perform broad scale industry research and analysis to learn about and understand venture and growth capital industry landscapes within the UBS UGA focus areas, and advise the broader investment team accordingly.
• Perform Cash Flow (CF) modeling, Net Asset Value (NAV) reporting, quarterly reporting overall, and quarterly monitoring.
• Can work hybrid (In-office/remote).

Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 001717. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI

Salary & Work Schedule: $182,978 to $195,000 Per Year, 40 hrs/wk. The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.


This notice is being posted in connection with an application for permanent Alien Labor Certification. Any person may comment or provide documentary evidence bearing on this application to: U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210.

Job Reference #

330598BR

City

San Francisco

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

You’ll be working in the Investments team in San Francisco, CA.

Your expertise

Education & Experience Requirement
• This position requires a Bachelor's degree or foreign equivalent in Legal Studies, Business Administration, or related field of study plus six (6) years of experience in the job offered or as a Multi-Manager Private Equity Analyst, Doctoral Researcher, Lawyer, or related occupation.

Position requires experience with the following:
• covering private equity primaries, secondaries, and co-investments across all segments including venture, growth, and buyout; commercial due diligence; legal analysis and negotiations
• monitoring dedicated private equity fund investments; leading or advising on venture capital investments.Leading or advising on growth capital investments; leading or advising on buyout investments; preparing investment memoranda for investment committee; writing and preparing client quarterly reports
• portfolio investment guideline checks; legal and tax due diligence; Operational and Environmental, Social, and Governance (ESG) due diligence. Conducting research on venture capital and private equity industry; financial modeling and coding
• synthesizing complex financial and legal information and presenting effectively to internal committees, clients and other stakeholders; project management.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

Salary information

US Only: The expected salary range for this role is $182,978 to $195,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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.