Full-Time

Investment Banking Analyst

UBS

UBS

10,001+ employees

Investment bank and wealth, asset manager

No salary listed

Menlo Park, CA, USA

In Person

On-site in Menlo Park, California.

Category
Finance & Banking (1)
Required Skills
Financial Modeling

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Requirements
  • Ideally 1+ years of investment banking experience
  • Experience in originating and executing public and private capital markets and Mergers and Acquisitions 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.
Responsibilities
  • Support the origination and execution of capital markets and Mergers and Acquisitions transactions involving private equity clients
  • Assist with 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

UBS Group AG is a Swiss multinational financial services firm with four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. It serves private, corporate, institutional, and retail clients worldwide, offering wealth planning for high-net-worth individuals, Swiss banking services, a broad range of investment products, and advisory, underwriting, and trading in equities, fixed income, rates, and FX. It earns fees from wealth and asset management, interest income from lending, and trading income from investment banking. Its aim is to help clients manage and grow wealth while delivering diversified, revenue-generating financial services across regions and asset classes.

Company Size

10,001+

Company Stage

IPO

Headquarters

Zurich, Switzerland

Founded

1998

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Simplify Jobs

Simplify's Take

What believers are saying

  • AI tools like 'AI Power Hour' can deepen wealth-client engagement.[custom prompt]
  • Syndicated acquisition financings create repeatable fee opportunities for UBS Switzerland.[custom prompt]
  • Global capital-markets and lending breadth supports cross-sell across wealthy and institutional clients.[4][8]

What critics are saying

  • U.S. wealth outflows erode recurring fees and signal advisor retention problems.[custom prompt]
  • Acquisition-led lending exposes UBS to sponsor leverage and integration failures.[custom prompt]
  • Agricultural equity stakes add mark-to-market volatility without fixing core wealth retention.[custom prompt]

What makes UBS unique

  • Largest truly global wealth manager, anchored in Switzerland.[9]
  • Five divisions span wealth, retail, asset management, investment banking, and legacy assets.[9]
  • Combines advisory, financing, trading, and custodial services across private and institutional clients.[1][4]

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Benefits

Flexible Work Hours

Remote Work Options

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

16%

1 year growth

17%

2 year growth

17%
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