Investment Banking Senior Associate / Director

Do you enjoy working in dynamic teams? Are you excited by the opportunity to work on complex transactions for clients? Are you solutions orientated? We're looking for someone like that who can:
• help us execute M&A, equity raisings and debt raisings for some of Australia’s largest companies
• work closely with senior bankers to originate business, including developing pitch book presentations and financial modelling
• build and maintain client relationships to expand your networks
• develop your skill base including an understanding of business and financial products

Your team

You'll be working in the Financial Institutions team in Sydney. We are a leading team in this sector and cover financial institution clients across Australia, working closely with the global UBS network. You’ll play an important role in advising clients on a range of market and strategic matters, including strategic advice, mergers and acquisitions and capital raisings. UBS is a widely regarded as the leading investment bank in the Australian market across both advisory and global markets.

Your expertise

• 4 – 7 years’ experience gained from working in an M&A / investment banking role or similar.
• strong project management – ability to run key marketing assignments and transaction workstreams with discipline and urgency
• a track record of success - academically and professionally
• excellent financial analysis and modelling skills and the ability to produce high quality presentation materials
• able to communicate clearly and manage relationships with key internal and external stakeholders
• Ownership mindset – proactive, resilient, accountable and solutions oriented
• Strong team player with the ability to coach and develop junior bankers
• looking to expand your skills set and relationships
• genuine interest in a career in investment banking
• able to work effectively under pressure
• 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.


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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.