UBS

Investment Banking Associate - FIG, Asset & Wealth Management

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

Qualifications

  • 5-7 years of experience in executing public and private FIG transactions
  • Proficient in financial analysis and presenting financial data
  • Ability to collaborate with corporate and private equity clients
  • Strong analytical skills with a track record of initiative
  • Undergraduate degree required
  • Curiosity about AI's role in financial services, with an emphasis on ethical practices

Responsibilities

  • Assist in origination and execution of FIG transactions for diverse clients
  • Work on diligence, financial projections, and client deliverables
  • Independently prepare and interpret analytical data
  • Present findings confidently to clients and stakeholders
  • Collaborate globally for seamless transaction execution
  • Generate innovative ideas to advance business objectives
  • Make sound judgments aligned with ethical and regulatory standards

Benefits

  • Opportunity to work with a global team across key financial markets
  • Exposure to high-profile mergers and acquisitions
  • Enhanced professional development through diverse client interactions
  • Ability to influence and shape innovative workflows using AI
  • Collaborative work environment encouraging new ideas
Full Job Description
Your role

We're looking for an Investment Banker to:
• assist in the origination and execution of FIG transactions for domestic and foreign corporate and private equity clients
• work on major workstreams of FIG transactions including diligence, the development of financial projections and analyses, and all client deliverables
• independently prepare, interpret, and discuss analytical data
• present to internal and external clients effectively and with confidence
• collaborate with colleagues across the globe to provide clients with seamless transaction execution
• generate new ideas and creative approaches that push the business forward
• make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards)

Your team

You'll be working in the Financial Institutions Group (FIG). FIG consists of professionals located in New York, London, Hong Kong and around the globe. We provide clients with mergers & acquisitions (M&A)/advisory, capital raising and general financial advice through qualitative and quantitative analysis.

Your expertise
• experience in executing public and private FIG transactions
• ability to work effectively with both corporate and private equity clients
• 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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