UBS

Investment Banking Associate - Unified Global Banking

UBS$175K — $225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • Experience within investment banking essential
  • Excellent communication skills
  • Ability to develop creative solutions
  • Interest in leveraging AI for workflow improvements

Responsibilities

  • Support the UGB Coverage team in identifying cross-divisional business opportunities
  • Review and process referrals into the Investment Bank from Wealth Management Americas
  • Assist in M&A, debt, and equity transaction workstreams including diligence and client deliverables
  • Conduct financial analysis and develop financial models
  • Prepare presentations and confidential information memorandums
  • Collaborate with various teams for seamless transaction execution

Benefits

  • Access to competitive benefits package
  • Opportunities for variable compensation or awards
  • Professional growth and development resources
  • Collaborative and innovative work environment
  • Networking opportunities within the financial industry
Full Job Description
Your role

As an execution associate you will:
- Support the full Unified Global Banking (UGB) Coverage team in originating cross-divisional business opportunities
- Review, diligence, and process of referrals into our Investment Bank from Wealth Management Americas
- Assist across major workstreams of M&A, debt and equity transactions including diligence, the development of financial analyses, and all client deliverables
- Conduct financial analysis, develop financial models, prepare presentations, and author confidential information memorandums as well as other reports
- Collaborate with colleagues across the firm to provide clients with seamless transaction execution

Your team

The Unified Global Banking (UGB) - Americas Team originates and executes new business opportunities between UBS Global Wealth Management and Global Banking. Our team covers financial advisors and their client relationships across the Americas region to source, evaluate and execute Investment Banking opportunities from Wealth Management relationships, driving increased Firm revenue through M&A Advisory, Equity & Debt capital raising and other Corporate Finance transactions.

Your expertise

- Bachelor's degree
- Experience within investment banking
- Great communication skills
- Strong ability to develop creative solutions
- 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.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York USD 175000 - 225000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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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