Investment Bank Operations Trainee

Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry?
UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be considered

As an Operations Associate in our Investment Bank, you will play a crucial role in ensuring the smooth execution of daily operations. You will assist in managing the transactional processes, ensuring accuracy and efficiency, and supporting various departments within the bank. In Operations, we work hand-in-hand with our business partners to deliver best-in-class services. With our clients at the heart of everything we do, we strive to deliver best results for our clients and recognize that the key to our success is continuously building our relationships with our clients. This role is designed to provide you with a broad understanding of the operational functions and to prepare you for a thriving career in investment banking.

Your team

You will be part of a dynamic and diverse Operations team that works at the heart of our investment banking operations. Our team is dedicated to maintaining the highest standards of service and operational excellence. You will collaborate with seasoned professionals and gain invaluable insights into the processes that drive our business. The team is supportive and fosters an environment of continuous learning and development. Investment Bank Operations has multiple teams covering functions such as Securities Settlements and Transaction Processing, Corporate Actions, Regulatory Transaction Reporting, Collateral and Margin Management, Middle Office Support, Exchange Traded and OTC Derivatives, Client Onboarding and Maintenance, Client Central Services, Product Management, and Automation Center of Excellence.

Your expertise

•Transaction Processing: Assist in processing and verifying transactions, ensuring all data is accurate and compliant with regulatory standards.
•Client Support: Handle client inquiries and provide timely and accurate information to ensure client satisfaction.
•Client Lifecycle Management: Collect and record client identifying details during the onboarding process and periodic client reviews throughout the client’s relationship with the Investment Bank.
•Data Analytics: Maintain accurate data records, ensuring all records are current and easily accessible. Utilize data to identify trends and areas of improvement.
•Reporting: Generate and analyze reports to support various departments and provide insights into operational performance.
•Risk Management: Identify and mitigate potential risks in operational processes, ensuring the integrity of transactions.
•Process Optimization, Automation, and Scalable Processes: Using technology to automate processes and deliver impactful improvements to how we deliver services and create time-saving efficiencies.
•Collaboration: Work closely with other teams, including Compliance, IT, and Front Office, to ensure seamless operations.
•Continuous Improvement: Participate in projects aimed at improving operational efficiency and implementing best practices.
• 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.


At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services.

Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of UBS.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.