Investment Banking COO Team Associate - Global Banking

UBS; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

UBS is seeking an Investment Banking COO Team Associate in Sydney to support the Global Banking business across Australia and New Zealand, focusing on strategic initiatives, controls, and financial performance.

You will work in a small, proactive team, leveraging data, AI-enabled tools, and process improvements to drive efficiency while collaborating with control functions and stakeholders to strengthen governance and reporting.

Qualifications

• 2+ years' experience in finance, strategy, risk, compliance, operations or related function within financial services.
• Detail oriented with strong problem-solving and numerical skills (advanced Excel/Pivot Tables).
• Familiarity with AI tools and interest in applying technology to improve outcomes.
• Excellent verbal and written communication; able to interact with all levels.
• Flexible, organized, and capable of multitasking under pressure.
• Curious about how AI can improve workflows with sound judgment and policy alignment.

Responsibilities

• Assist the ANZ Global Banking business to develop and execute strategic initiatives.
• Drive front-to-back controls with focus on capital markets and addressing control gaps.
• Manage transaction pipeline reporting and forecasting of revenues.
• Oversee Global Banking transaction approval processes.
• Oversee monthly expense processes including AMEX.
• Prepare key monthly business update submissions.
• Ensure policies are adhered to and challenged as needed.
• Drive profitability through revenue enablement and cost/efficiency opportunities.
• Leverage data, automation and AI-enabled tools to improve processes and decision-making.

Skills

Finance

Strategy

Operations

Analytical

Excel

Communication

Adaptability

Tools

Excel

AI tools (Copilot)

Job description

Investment Banking COO Team Associate - Global Banking

Business management, administration and support

Investment Bank

Job Reference #

342686BR

City

Sydney

Job Type

Full Time

Key responsibilities

Are you a proactive individual with proficiency in driving the business forward and operational excellence?

• assisting the ANZ Global Banking business to develop and execute its strategic initiatives
• driving front-to-back controls, including identifying, reviewing and addressing gaps in the control framework in close collaboration with control functions and the regional and global IB COO Global Banking team, with strong focus on capital markets
• management of transaction pipeline reporting and forecasting of revenues
• management key Global Banking transaction approval processes
• Oversight of monthly expense processes, including AMEX
• Responsible for key monthly business update submissions
• ensuring policies are adhered to, reviewed and challenged accordingly in conjunction with the relevant stakeholders
• help drive profitability through revenue enablement and identification of cost/efficiency opportunities
• leverage data, automation and AI-enabled tools to improve business processes, reporting and decision-making

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

The team

You will be working in the IB COO Global Banking team in Sydney supporting the Global Banking business in Australia and New Zealand with focus on the public capital markets business. UBS has been the #1 investment bank in this market over an extended period. The team supports the day-to-day running of the business and oversees and monitors the delivery of the front-to-back control environment, regulatory and audit affairs, operating efficiencies as well as financial performance.

Operating in a small team you must be a highly motivated team player and be willing to muck in to help out where required. Focus of the team is one of continuous improvement so the successful individual must be a self‑starter, have a natural flair for numbers, high attention to detail, able to look for areas for improvement in their day‑to‑day role and initiate change whilst working in close partnership with the business.

Your skills and experience

• Experience in a similar role is highly advantageous, otherwise a minimum of 2 years’ experience in finance, strategy, risk, compliance, operations or a related function within financial services.
• You must be detail oriented with strong problem-solving and numerical skills (minimum intermediate excel skills including Pivot Tables, VLOOKUP’s etc)
• You have familiarity with AI tools (e.g. Microsoft Copilot) and an interest in applying technology to improve business outcomes
• You will possess excellent verbal and written communication skills and the confidence to deal with people at all levels of the organization
• You have a flexible work attitude, which is critical in order to adapt to changing priorities, whilst remaining calm under pressure
• You are incredibly organised, with an innate sense of how to prioritize when handling multiple competing priorities simultaneously
• 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.

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.

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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.