UBS

Investment Banking Analyst, M&A

UBS$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1+ years of investment banking experience
  • Proven experience in capital markets and M&A transactions
  • Ability to effectively collaborate with private equity clients
  • Strong understanding of leverage finance
  • Analytical skills with proficiency in financial analyses
  • Track record of initiative and team management
  • Undergraduate degree in a relevant field
  • Curiosity about AI in workflow optimization

Responsibilities

  • Support origination and execution of capital markets and M&A transactions
  • Assist in due diligence and financial modeling processes
  • Develop creative strategies to enhance client coverage
  • Deliver presentations to internal and external stakeholders
  • Collaborate with global colleagues on client transactions
  • Maintain professionalism, ethics, and regulatory compliance

Benefits

  • Opportunity to work in a global team across major financial hubs
  • Exposure to diverse industries and client profiles
  • Engagement in high-impact advisory services
  • Opportunity for professional growth and development
  • Collaboration with top-tier professionals in the field
Full Job Description
Your role

We're looking for someone like this to:
• support the origination and execution of capital markets and M&A transactions involving private equity clients
• support key workstreams across capital markets and M&A transactions, including due diligence, financial modeling, and the preparation of client deliverables
• contribute innovative ideas and creative strategies to enhance client coverage and drive business growth
• deliver confident and effective presentations to both internal stakeholders and external clients
• partner with global colleagues to ensure seamless execution of client transactions
• exercise sound judgment in all decisions, maintaining the highest standards of professionalism, ethics, and regulatory compliance

Your team

You'll be working on the Mergers & Acquisitions team in New York. The M&A team consists of professionals located in Menlo Park, San Francisco, New York, London, Hong Kong and around the globe. We provide advisory services to private equity clients to facilitate capital markets and M&A transactions involving their portfolio companies or new investments. We advise clients across all industries and geographies.

Your expertise
• Ideally 1+ years of investment banking experience
• Experience in originating and executing public and private capital markets and M&A transactions
• Ability to work effectively with private equity clients
• Strong understanding of leverage finance
• Strong analytical skills and proficiency in all relevant financial analyses
• Demonstrated track record of taking initiative and managing teams
• Undergraduate degree
• You're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use.

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

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