Investment Banking Associate
UBS
New York, United States0–2 yrs2d agovia LinkedIn
About the Role
- Job Type: Full Time
- Job Reference #: 342408BR
- City: New York
- Indicative Gross Base Salary Range (Full-Time Equivalent): United States - New York - New York USD 175,000 - 225,000 /annum
- The expected salary will be determined by relevant factors including role-required experience, qualifications, education, location, and skill level.
- UBS offers a range of competitive benefits. Visit ubs.com/employee-benefits for further information.
- Additional variable compensation or awards may be provided at UBS's discretion.
The Team
The Unified Global Banking (UGB) – Americas Team originates and executes new business opportunities between UBS Global Wealth Management and Global Banking. The team covers financial advisors and their client relationships across the Americas region to source, evaluate, and execute Investment Banking opportunities from Wealth Management relationships. This drives increased Firm revenue through M&A Advisory, Equity & Debt capital raising, and other Corporate Finance transactions.
Key Responsibilities
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 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.
Requirements & Tech Stack
- Experience within investment banking.
- Great communication skills.
- Strong ability to develop creative solutions.
- Curiosity to explore how AI can improve how we build, deliver, and optimize workflows, with sound judgment, validating outputs and aligning with policies, risk standards, and ethical use.
Qualifications
- Bachelor's degree.