Investment Structuring Officer - Unified Global Alternatives

UBS; New York (NY); Presencial; USD 170.000 - 225.000; Jornada completa

Descripción de la vacante

UBS is seeking a skilled investment structuring professional to support the Unified Global Alternatives team in New York. The role focuses on reviewing fund documents, negotiating favorable terms for clients, and structuring co-investments and fund-of-one arrangements, with broad exposure to private funds and strategies.

The candidate will join a globally distributed team, collaborate across platforms, and help drive efficient, compliant deal execution while leveraging evolving AI tools to

Formación

• Extensive experience with private fund formation and due diligence.
• Ability to weigh risks and balance interests in negotiations with fund managers.
• Strong knowledge of offering memoranda, subscription documents, and related fund documents.
• Proven ability to meet tight deadlines in a team setting.
• Strong written and verbal communication skills.
• Academic background in law (JD, LLB or equivalent) preferred but not required.
• Familiar with fund-of-one structures, co-investments, and managed accounts.
• Self-starter with ability to manage own workflow.
• Interest in leveraging AI to improve workflows.

Responsabilidades

• Review fund documents and prepare due diligence reports.
• Negotiate terms and advocate for client interests.
• Structure co-investments, fund-of-ones and managed accounts.
• Support investments into private funds (credit, hedge funds, etc.).

Conocimientos

Private fund formation

Negotiation

Fund documentation

Team collaboration

Attention to detail

Adaptability

Legal background

Fund-of-one structures

Educación

JD / LLB or equivalent

Descripción del empleo

Key Responsibilities

Would you like to be a member of our Unified Global Alternatives (UGA) business and support our Investment Structuring team? Do you want to develop your alternative investments expertise?

Job Type

Full Time

Job Reference #

340414BR

City

New York

Key Responsibilities

Would you like to be a member of our Unified Global Alternatives (UGA) business and support our Investment Structuring team? Do you want to develop your alternative investments expertise? We are looking for someone like that to focus on:

• reviewing fund documents and preparing due diligence reports
• negotiating better terms / rights for our clients and advocating for their interests
• structuring co-investments, fund-of-ones and managed accounts for our clients
• general support for investments into private funds (e.g. private credit, hedge fund, and other strategies)

The team

The Investment Structuring team sits in the broader UGA Structuring Team and focuses primarily on structuring investments with private credit, hedge fund, and other private fund managers, investor rights' due diligence and workout situations. The team is currently made up of 2 people based in New York, 1 person in Chicago, 1 person in Connecticut, 1 person in London, and 1 person in Krakow . You will report into the Co-Head of Investment Structuring and you will regularly interact with colleagues within our global platform, supporting both clients and products of our asset management and wealth management franchises. While the US-based UGA Structuring Team primarily sits in New York, we are open to considering other states for this role.

Your Skills And Experience

• several years of relevant experience with private fund formation (e.g. private credit, hedge fund, co-investments, etc.), as well as an ability to weigh risks and balance interests in negotiations with fund managers
• strong knowledge of private fund offering memoranda, articles of association, subscription documents, investment management agreements, limited partnership agreements, and other fund documentation
• demonstrated ability to work in a team environment and ability to meet tight deadlines
• strong attention to detail and excellent organizational skills, as well as very strong verbal and written communications skills
• ability to deal with changing circumstances and drive to finish short turn-around projects
• a good academic background (JD, LLB or equivalent is preferred, but not required for the right candidate)
• are familiar with fund-of-one structures, fund terms, managed accounts, and co-investment structures
• are a hard working self-starter able to manage your own workflow
• are familiar with negotiating private credit, hedge fund, and/or private equity terms (including co-investments)
• a strong interest in innovation and desire to leverage ever evolving technological tools (including AI) to create better outcomes for our clients
• 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 min USD 170000 - max USD 225000 /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.

Contact Details

UBS Business Solutions SA

UBS Recruiting

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.