Private Equity Data & Valuation Automation Specialist

Robert Walters Switzerland
Zürich
NEW
  • 2/20/2026
  • 100%
  • Position with responsibilities
  • Temporary

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