Associate Director, Private Equity

Zurich Insurance•New York, NY

60d•$162,500 - $266,250•Hybrid

About The Position

Zurich Alternative Asset Management (ZAAM) within Zurich North America is currently recruiting for an Associate Director of Private Equity and the successful candidate will be based out of our New York City office. 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. At the direction of the Head of Private Equity, highlights of the key accountabilities are as follows: Transactional Lead or co-lead deal origination, research, and analyzing of direct co-investment and secondary GP-led or continuation vehicle (CV) opportunities and / or managers (i.e., primary fund commitments) that conform to investment mandates and across multiple strategies, including buyouts, growth equity, and venture capital. Leverage his / her own personal and professional network to conduct extensive diligence / referencing.Develop relationships with the intermediaries, portfolio companies, managers, and other limited partners to improve ZAAM PE market intelligence and differentiated deal flow. Support ZAAM Legal in negotiation of business and legal considerations and exert influence to effect positive outcomes for Zurich. Prepare and present institutional quality and comprehensive memoranda for ZAAM Investment Committee, key stakeholders, and Head of Private Equity. Perform regular investment and risk monitoring on portfolio 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 Employ thesis-driven approach to identifying areas for potential investment consideration for ZAAM PE. Aggregate and synthesize PE data and trends to contribute towards ZAAM investment strategy. Build and gather proprietary PE data to enhance ZAAM PE underwriting and monitoring. Use available technology solutions (e.g., data visualization tools, AI tools) to elevate ZAAM PE's market intelligence and portfolio analyses. Serve as ZAAM PE internal lead on assigned portfolio segments and market. One Zurich Elevate fellow ZAAM PE colleagues by sharing his / her own experience, knowledge, and expertise. 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 or support assigned PE projects, which can include helping with investment mandate set-ups, authoring documentation for review by senior Zurich executives, and outbound calling efforts.

Requirements

Bachelor's degree and 5 or more years of experience in the or Investments area AND
3 or more years of experience in institutional asset management, investment accounting, financial planning, insurance companies, actuarial field

Nice To Haves

Possess ambition and drive towards continuous improvement and excellence.
Bachelor's degree in finance or accounting.
Master's degree in finance or an MBA.
Progress toward the CFA designation.
Experience in one of the following areas: Asset management company or investment department of an insurance company; financial analyst, financial engineer, structure, trader, or risk manager for a financial institution; experience in an insurance company with an understanding of the liabilities that insurance companies write; consultant in a consulting firm in the areas of investments, insurance, risk management, or financial analysis.

Responsibilities

Lead or co-lead deal origination, research, and analyzing of direct co-investment and secondary GP-led or continuation vehicle (CV) opportunities and / or managers (i.e., primary fund commitments) that conform to investment mandates and across multiple strategies, including buyouts, growth equity, and venture capital.
Leverage his / her own personal and professional network to conduct extensive diligence / referencing.
Develop relationships with the intermediaries, portfolio companies, managers, and other limited partners to improve ZAAM PE market intelligence and differentiated deal flow.
Support ZAAM Legal in negotiation of business and legal considerations and exert influence to effect positive outcomes for Zurich.
Prepare and present institutional quality and comprehensive memoranda for ZAAM Investment Committee, key stakeholders, and Head of Private Equity.
Perform regular investment and risk monitoring on portfolio 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.
Employ thesis-driven approach to identifying areas for potential investment consideration for ZAAM PE.
Aggregate and synthesize PE data and trends to contribute towards ZAAM investment strategy.
Build and gather proprietary PE data to enhance ZAAM PE underwriting and monitoring.
Use available technology solutions (e.g., data visualization tools, AI tools) to elevate ZAAM PE's market intelligence and portfolio analyses.
Serve as ZAAM PE internal lead on assigned portfolio segments and market.
Elevate fellow ZAAM PE colleagues by sharing his / her own experience, knowledge, and expertise.
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 or support assigned PE projects, which can include helping with investment mandate set-ups, authoring documentation for review by senior Zurich executives, and outbound calling efforts.