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UBS

Global bank and wealth management group

Investment Banking Associate - Fig, Asset & Wealth Management

Investment BankingConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • Experience executing public and private financial institutions group transactions.
  • Ability to work effectively with corporate and private equity clients.
  • Strong analytical skills and proficiency in relevant financial analyses.
  • A demonstrated track record of taking initiative and managing teams.
  • An undergraduate degree.
  • Curiosity about using artificial intelligence to improve workflows, with sound judgment in validating outputs and following policies, risk standards, and ethical-use expectations.

Responsibilities

  • Assist in originating and executing Financial Institutions Group transactions for domestic and foreign corporate and private equity clients.
  • Work on major transaction workstreams, including due diligence, developing financial projections and analyses, and preparing client deliverables.
  • Independently prepare, interpret, and discuss analytical data.
  • Present effectively and confidently to internal and external clients.
  • Collaborate with colleagues across the globe to provide seamless transaction execution.
  • Generate new ideas and creative approaches to advance the business.
  • Make sound, balanced judgments within professional, ethical, regulatory, and legal standards.

About the Company

UBS

Global bank and wealth management group

UBS is a Swiss multinational bank and the world’s largest wealth manager. It serves private, corporate, and institutional clients worldwide through four divisions—Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank—offering services from investment advice and portfolios to everyday banking and lending. Its size and diversified business lines set it apart, and its 2024 merger with Credit Suisse expanded its client base and capabilities. The goal is to grow client assets, provide comprehensive financial solutions, and maintain profitability across a global network.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998

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