

Private Equity Data & Valuation Automation Specialist
Robert Walters Switzerland
- 20.02.2026
- 100%
- Fachverantwortung
- Temporär
Private Equity Data & Valuation Automation Specialist
We are looking for a Private Equity Data & Valuation Automation Specialist, to work on a temporary contract until end of August 2026.
Private Equity Data & Valuation Automation Specialist
About the role:
- 6-month temporary contract within a Private Equity investment platform
- Design and build a centralized portfolio company database (MS Dataverse, SQL or similar)
- Capture and structure financial metrics and qualitative company updates
- Integrate and enhance existing valuation workflows (manual processes and Power Automate flows)
- Further automate valuation processes using Microsoft Power Platform and Excel VBA
- Develop interactive dashboards (Power BI, Power Apps, Excel or web-based)
- Ensure connectivity with internal systems to improve efficiency, governance, and real-time reporting
About the candidate:
- Experience within Private Equity or alternative investments
- Strong understanding of valuation and portfolio monitoring processes
- Proven database design experience (Dataverse, SQL or equivalent)
- Advanced skills in Microsoft Power Platform (Power Automate, Power BI, Power Apps)
- Advanced Excel capability, including VBA
- Demonstrated ability to automate workflows and build scalable data/reporting solutions
- Comfortable operating in a fast-paced investment environment
Robert Walters Switzerland AG
Valentina Ciherean
+41 44 809 3519
Valentina Ciherean
+41 44 809 3519