Associate Director, Private Equity

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.

Basic Qualifications:

• 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
  
  

Preferred Qualifications:

• 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.

Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us.

We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here.]

Why Zurich?

At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®.

Join us for a brighter future—for yourself and our customers.

Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.

Zurich complies with 18 U.S. Code § 1033.

Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.

Location(s): AM - New York
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered: No  
 
Linkedin Recruiter Tag: #LI-MG1 #LI-EXECUTIVE