Intern

UBS; Princeton (NJ); On-site; USD 25,000 - 30,000; Part time

Job summary

UBS is seeking an intern for the Princeton Investment Consulting team in the Princeton, NJ branch to learn about the Wealth Management industry and our firm. You’ll work part-time in a client-focused environment, supporting advisors, compiling market research, and developing skills in portfolio analysis and client meeting preparation.

You’ll gain exposure to ultra-high net worth and high-net worth client services, attend leadership presentations, and build a network of mentors while learning how

Qualifications

• You must be enrolled in a two- or four-year college or university.
• Demonstrate genuine interest in Wealth Management.
• Balanced resume with solid academic performance and campus involvement.

Responsibilities

• work on projects that have a real impact on clients and gain product knowledge
• support our team of Wealth Management advisors and wealth strategy associates
• compile market and investment research
• leverage Microsoft Excel skills to assist with portfolio analysis
• prepare client meeting materials and generate performance reports
• assist with the responsibilities of running an entrepreneurial business model
• attend presentations by WMA leaders to help you understand our industry, culture and strategy

Skills

Analytical thinking

Ownership & organization

Detail-oriented

Communication

Judgement

Teamwork

Education

Enrollment in two- or four-year college

Tools

Microsoft Excel

Job description

Key Responsibilities

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a client-focused work environment, an internship at UBS Wealth Management may be the right fit for you.

Job Type

Part Time

Job Reference #

343759BR

City

Princeton

Key Responsibilities

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a client-focused work environment, an internship at UBS Wealth Management may be the right fit for you.

We welcome interns to join our team to learn about the Wealth Management industry and our firm. Our financial advisors and their teams deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts.

We're looking for an intern to:

• work on projects that have a real impact on clients and gain product knowledge
• support our team of Wealth Management advisors and wealth strategy associates
• compile market and investment research
• leverage Microsoft Excel skills to assist with portfolio analysis
• prepare client meeting materials and generate performance reports
• assist with the responsibilities of running an entrepreneurial business model
• attend presentations by WMA leaders to help you understand our industry, culture and strategy

The team

You’ll be working part-time for the Princeton Investment Consulting team in the Princeton, NJ branch office.

Your Skills And Experience

You need to be enrolled in a two- or four-year college or university. In particular, you have:

• a balanced resume which includes solid academic performance and campus involvement
• a genuine interest in exploring the field of Wealth Management

We’d like to see evidence that you can:

• analyze a problem, produce ideas, and come to a decision
• take ownership, be organized, and can execute
• be detail-oriented and can stick with a task and follow instructions
• communicate well and work within a team
• show good judgement

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

The indicative gross base salary for this role is USD 20 /hour.

Please note this role is not eligible for UBS benefits or additional incentives.

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.