Investment Banker – Financial Institutions Group (FIG)

Job Description

Investment Banking Associate – FIG, FinTech | UBS

The Tone:
This is a full-time Investment Banking Associate role at UBS, located in New York, NY. UBS is a prominent and truly global wealth manager, the leading universal bank in Switzerland, and provides diversified asset management solutions alongside focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in over 50 markets worldwide, emphasizing collaboration as central to its success. This role is crucial for assisting in the origination and execution of complex Financial Institutions Group (FIG) transactions for both domestic and foreign corporate and private equity clients, directly contributing to the firm’s core M&A advisory, capital raising, and general financial advice services through rigorous qualitative and quantitative analysis.

The TL;DR
• Role: Early Career
• Type: Full Time
• Location: In-person, New York, NY
• Pay: $175000–$200000 yearly
• Team: Financial Institutions Group (FIG) professionals located in Menlo Park, New York, London, Hong Kong, and globally.
• Mission: Assist in the origination and execution of Financial Institutions Group (FIG) transactions for domestic and foreign corporate and private equity clients.

What You’ll Actually Do
• Transaction Origination & Execution: Assist in the origination and execution of Financial Institutions Group (FIG) transactions for domestic and foreign corporate and private equity clients.
• Financial Analysis & Diligence: Lead major workstreams for FIG transactions, encompassing diligence, the development of financial projections and comprehensive analyses, and preparing all client deliverables.
• Analytical Data Management: Independently prepare, interpret, and thoroughly discuss analytical data to support transaction processes and client insights.
• Client & Internal Communication: Present effectively and with confidence to both internal teams and external clients, articulating complex financial concepts clearly.
• Global Collaboration & Innovation: Collaborate with colleagues across global teams to ensure seamless transaction execution, generate new ideas, and make sound judgments within ethical and regulatory standards.

The Must-Haves
• Background: Undergraduate degree required, with a focus on investment banking within the Financial Institutions Group (FIG) sector.
• Experience: Proven experience in executing public and private FIG transactions; demonstrated track record of taking initiative and managing teams; ability to work effectively with both corporate and private equity clients.
• Skills: Strong analytical skills; proficiency in all relevant financial analyses; ability to independently prepare, interpret, and discuss complex analytical data.