Investment Analyst, Family Backed Investment Holding Company, Zurich, Switzerland
Indexed description
As an Analyst, you will work on the development and execution of new investment theses, while also contributing to support portfolio companies on strategic initiatives and M&A projects. You will be joining a lean, agile, and highly dynamic entrepreneurial team of professionals with a strong track record of creating value by partnering with management teams to execute organic and inorganic growth strategies.
What the job involves
- Analytically assessing new investment opportunities, including evaluating potential acquisitions, conducting financial modelling and valuation, and managing deal process administration (Management Presentations, Q&A, and data-rooms)
- Identifying new investment platforms by analysing macro trends and conducting thorough sector “deep-dives” to develop solid long-term investment theses
- Supporting end-to-end deal execution, including analytical support during negotiations and managing external consulting, financial, or legal advisors
- Collaborating with the firm's leadership and portfolio management teams to drive data gathering, market/competition analysis, strategic planning, and the development of growth strategies
- Supporting portfolio companies on special operational and strategic projects to unlock value creation opportunities, including the possibility of operational secondments
- Experience & Technical Skills: Relevant experience at a top-tier investment bank, strategy consulting or Private Equity fund. Must possess strong business acumen, agility with numbers, and a solid command of corporate finance and valuation methodologies
- Sector Interest: A genuine interest in technical and industrial businesses, ideally with prior exposure to B2B environments
- Mindset & Approach: Entrepreneurial, self-motivated, and adaptable. You comfortably combine hands-on execution with strategic thinking, creative curiosity, and the analytical rigor needed to challenge the status quo
- Global & Linguistic Agility: Internationally-minded with a proven ability to work across cultures and a willingness to travel . Fully fluent in English; command of German or other European languages is a strong plus
- Integrity: A professional possessing the highest ethical standards and discretion
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