Financial Institutions Group - Analyst

UBS; New York (NY); On-site; USD 99,000 - 121,000; Full time

Job summary

UBS in New York is seeking an Investment Banker to assist in the origination and execution of FIG transactions for domestic and foreign corporate and private equity clients. You will work on major workstreams, develop financial projections, and prepare analyses for client deliverables.

Independently interpret data, present to clients, and collaborate with teams across the globe to ensure seamless execution. This role sits within the FIG group, focusing on M&A/advisory and capital raising.

Qualifications

• Experience in executing public and private FIG transactions.
• Ability to work effectively with corporate and private equity clients.
• Strong analytical skills and proficiency in all relevant financial analyses.
• Demonstrated initiative and ability to manage teams.
• Curiosity about applying AI to improve workflows while upholding policies and risk standards.

Responsibilities

• Assist in the origination and execution of FIG transactions for corporate and PE clients.
• Work on diligence, financial projections and analyses, and client deliverables.
• Independently prepare, interpret, and discuss analytical data.
• Present to internal and external clients effectively and with confidence.
• Collaborate with colleagues globally to ensure seamless transaction execution.
• Generate new ideas and creative approaches to push the business forward.
• Make sound, balanced judgments within regulatory and ethical standards.

Skills

FIG Transactions

Financial Analysis

Client Presentations

Cross-border Collaboration

Diligence & Projections

Education

Undergraduate degree

Job description

Key Responsibilities

We’re looking for an Investment Banker to:

• Assist in the origination and execution of FIG transactions for domestic and foreign corporate and private equity clients
• Work on major workstreams of FIG transactions including diligence, the development of financial projections and analyses, and all client deliverables
• Independently prepare, interpret, and discuss analytical data
• Present to internal and external clients effectively and with confidence
• Collaborate with colleagues across the globe to provide clients with seamless transaction execution
• Generate new ideas and creative approaches that push the business forward
• Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards)

Key Responsibilities

We’re looking for an Investment Banker to:

• Assist in the origination and execution of FIG transactions for domestic and foreign corporate and private equity clients
• Work on major workstreams of FIG transactions including diligence, the development of financial projections and analyses, and all client deliverables
• Independently prepare, interpret, and discuss analytical data
• Present to internal and external clients effectively and with confidence
• Collaborate with colleagues across the globe to provide clients with seamless transaction execution
• Generate new ideas and creative approaches that push the business forward
• Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards)

Job Type

Full Time

Job Reference #

336019BR

City

New York

The team

You’ll be working in the Financial Institutions Group (FIG). FIG consists of professionals located in Menlo Park, New York, London, Hong Kong and around the globe. We provide clients with mergers & acquisitions (M&A)/advisory, capital raising and general financial advice through qualitative and quantitative analysis.

Your Skills And Experience

• Experience in executing public and private FIG transactions
• Ability to work effectively with both corporate and private equity clients
• 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.

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.

Salary information

• United States - New York - New York USD 110000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.