UBS

Investment Banking Associate - Consumer & Retail

UBS$125K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in investment banking or related field
  • Bachelor's degree required
  • Strong analytical and financial modeling skills
  • Excellent communication and presentation abilities
  • Proven ability to manage multiple projects simultaneously
  • Curiosity about AI and its applications in finance

Responsibilities

  • Support mergers and acquisitions, capital raising, and advisory transactions
  • Develop detailed financial models and transaction materials
  • Prepare client presentations and industry analyses
  • Conduct research on companies and market trends
  • Coordinate due diligence and support transaction execution
  • Collaborate with product partners for integrated client solutions
  • Mentor analysts and promote a collaborative team environment

Benefits

  • Opportunity to work with leading consumer and retail companies
  • Fast-paced, dynamic work environment
  • Exposure to complex transactions and industry expertise
  • Collaboration with product specialists across multiple financial disciplines
  • Potential for mentorship and career development
Full Job Description
Your role

Are you interested in advising leading consumer and retail companies on strategic transactions and capital raising initiatives? Do you enjoy working in a fast-paced environment where you can develop deep industry expertise while executing complex transactions?

We're looking for an Associate to join our Consumer & Retail Investment Banking team in New York. In this role, you will support senior bankers in advising clients on mergers and acquisitions, equity and debt financing transactions, and a variety of strategic corporate finance matters.

Your team

You will be part of the Consumer & Retail Coverage team within Global Banking. The team works closely with corporate clients across multiple consumer and retail subsectors, partnering with product specialists across Mergers & Acquisitions, Equity Capital Markets, Debt Capital Markets, Leveraged Finance, and other advisory groups to deliver comprehensive solutions to clients.

Your expertise

- Support the execution of mergers and acquisitions, capital raising, and strategic advisory transactions.
- Develop and maintain detailed financial models, valuation analyses, and transaction materials.
- Prepare client presentations, industry analyses, and strategic recommendations.
- Conduct company and industry research, including analysis of market trends, competitive dynamics, and strategic developments.
- Coordinate due diligence processes and support transaction execution across multiple workstreams.
- Collaborate with product partners and sector teams to deliver integrated solutions for clients.
- Assist in the preparation of marketing materials, pitch books, and client meeting presentations.
- Mentor and provide guidance to analysts while contributing to a collaborative team environment.
- Manage multiple assignments simultaneously while maintaining a high level of attention to detail.
- Ensure compliance with applicable policies, procedures, and regulatory requirements.
- 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.
- Prior experience in investment banking, or a related field.
- Bachelor's degree required.

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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