How would you describe the role of a Private Equity Investment Officer?
The Private Equity Investment Officer supports Directors throughout the entire investment process: – market, strategy, and financial performance analysis of target companies;
– business plan design and analysis;
– drafting and presenting investment memos to committees;
– and participating in deal structuring (financing, legal documentation, negotiation).
The Investment Officer is supported by the Analyst, who prepares and drafts committee memos. They also assist and advise the Portfolio Director during various meetings with company executives. Later on, the Investment Officer prepares and attends supervisory board meetings for portfolio companies alongside Investment Directors.

What are the key moments of your job throughout the year?
The pace is fairly intense year-round, with tight deadlines in certain processes. Our activity tends to ramp up especially at the end of the calendar year.

Enriching . Investments . Passionate . 

Can you describe a typical day?
There’s no real “typical” day, as our work depends on the progress of each process and file — adaptability is key! A day is often punctuated by calls with various deal counterparties, research and information processing, investment memo production, and financial modeling.

What background is needed to access your position and what are the career development opportunities?
To become a Private Equity Investment Officer, a degree from a top business or engineering school, along with internships in corporate finance (PE, M&A, asset financing, etc.), is often required. Experience in Transaction Services is also highly valued.
In terms of career progression, the Investment Officer can move on to become a Portfolio Director, and eventually an Investment Director in the long term.

What message would you like to share with those considering a similar role?
It’s a truly rewarding profession: beyond the financial dimension, it offers exposure to a wide range of sectors and markets, and the opportunity to meet passionate professionals who share their experiences and achievements. Supporting company leaders during investments is also a highly engaging mission.

The offers in Corporate & Investment Banking

See the offers