New job Private Markets Due Diligence Analyst in New York

Private Markets Due Diligence Analyst

Company : UBS
Salary : Details not provided
Location : New York

Full Description

United States - New York
Portfolio and fund management, Process, project and program management, Product Management and Development, Research
Global Wealth Management

Job Reference #



New York

Job Type

Full Time

Your role

Are you able to perform initial and ongoing investment due diligence on private markets strategies across the capital structure, including: private equity, private credit, real estate and infrastructure.

We are looking for someone to:
  • analyze managers in relation to their investment process, track record, attribution, portfolio construction, and risk management capabilities
  • source unique investment opportunities for ultra-high net worth clients
  • partner with internal colleagues to provide advice and recommendations to investment committees, financial advisors, and clients
  • author written, in depth memos to present to the Investment Committee, as well as thought leadership pieces on market trends and opportunities impacting private markets strategies
  • maintain detailed monitoring records post-investment, including hosting and documenting regular update calls/meetings with fund managers, attending fund annual meetings and onsite visits, and updating monitoring reports on an annual basis
  • interact with internal teams including Operational Due Diligence, Product Management, Product Development, Sales, Legal, and Compliance, as needed
  • support a collegial, team atmosphere including idea sharing, learning, and collaboration
  • remain up-to-date on industry trends, regulatory matters, and market events impacting funds, managers, clients, and the industry

Your Career Comeback

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

Your team

UBS Alternative Investments US (“AI US”) provides alternative investment solutions for high net worth clients of UBS Wealth Management US. AI US has over $45 billion in assets under control across hedge funds, private equity, real estate and managed futures. The platform consists of third party products, proprietary fund of funds and proprietary feeder funds. Products can range from privately placed offerings to registered public offerings.

Your expertise

  • ideally 5-10+ years of job experience in the financial markets
  • experience in private markets strategies is required.
  • an existing network of relationships with alternative asset managers is strongly desired
  • experience working with financial advisors and high net worth clients is preferred
  • excellent written, presentation and communication skills; an ability to present complex ideas and key messages effectively and in simple terms to others
  • strong teamwork and interpersonal skills
  • good judgment and discretion working with highly confidential information
  • demonstrated ability to analyze and solve problems and to manage multiple tasks at once
  • undergraduate degree required
  • CFA, MBA and/or CAIA not required but viewed favorably.
  • appropriate securities licenses required or will need to be obtained upon hire

  • LI-UBS

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.

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