Director, Private Equity

Zurich Alternative Asset Management (ZAAM) within Zurich North America is currently recruiting for a Director of Private Equity and the successful candidate will be based out of our New York City office. 

 

 

The position is a career track position.  

 

 

He / she will report to the Managing Director and Head of Private Equity and work collaboratively alongside his / her colleagues in ZAAM, Zurich colleagues in other business units, and key stakeholders.

 

 

He / she will be a part of Zurich’s global investment management unit.  He/she will have opportunities to work on transactions, strategic initiatives, and organization-wide projects with colleagues based around the world.  

 

 

At the direction of the Head of Private Equity, highlights of the key accountabilities are as follows:

 

 

Transactional:

 

 

• Lead origination, research, and analysis of fund investments, direct co-investments, and secondary GP-led or continuation vehicle (CV) opportunities across PE strategies.
• Leverage his / her own network to perform diligence, improve market intelligence, and originate deal flow. 
• Serve as one of internal subject matter experts on private equity within Zurich. 
• Drive negotiations alongside ZAAM Legal and exert influence to effect positive outcomes for Zurich.
• Responsible for preparing memoranda for ZAAM Investment Committee and stakeholders.
• Lead monitoring activities under assigned coverage and leverage technology and / or tools to gather PE data. 
• Serve as Zurich’s designated representative for Limited Partner Advisory Committees.

 

 

Research:

 

 

• Develop and employ thesis-driven approach to identify potential investment opportunities.
• Drive forward ZAAM PE’s primary and secondary research efforts.  
• Serve as primary ZAAM PE internal lead on assigned portfolio segments and market.

 

 

One Zurich:

 

 

• Mentor ZAAM PE colleagues and develop them for future success. 
• Join and / or lead cross-departmental projects that support a broader Zurich initiative.
• Represent ZAAM PE in structured meetings with Zurich senior management, key stakeholders, ZAAM colleagues, or external parties.
• Lead assigned PE projects, which include helping with investment mandate set-ups, authoring documentation for review by senior Zurich executives, etc.

 

 

Basic Qualifications:

 

 

• Bachelor’s degree in Business Administration, Economics, Finance, Law or Accounting OR a professional certification; CFA/ CP A if the undergraduate degree is not in one of the aforementioned areas AND
• 8 or more years’ experience of Corporate Finance, Transaction Finance, Investment Management or Consulting of which 4 or more years’ experience of Private Equity investing into limited partnership investing and/or directly into operating companies

 

 

Preferred Qualifications:

 

 

• Demonstrated strong aptitude in data visualization and adoption of tech, including Gen AI. 
• Excellent experience in institutional asset management (e.g., insurance and financial services, public and corporate pensions, endowment & foundations, sovereign wealth funds, OCIOs, fund-of-funds, family offices), private equity, venture capital, investment or strategy consulting, investment banking / corporate finance, and alternative assets.
• Excellent knowledge of private equity and venture capital.  
• Possess exceptional communication skills, both in speak and in writing.
• Possess executive presence, ability to lead, strong project management experience, ambition, and drive towards continuous improvement / excellence.
• Graduate degree in Finance, Business, Economics, Law or completed either CFA or CAIA or both.

 

The pay range shown is a national average and may vary by location. The proposed salary range for this position is $247,250.00 - $405,000.00, with short-term incentive bonus eligibility set at 25%.

 

Why Zurich?

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