Investment Banking FIG Coverage

Job Description

Investment Banking – FIG | UBS

The Tone:
This is a full-time role at UBS, located in New York. UBS is a leading global wealth manager, the leading universal bank in Switzerland, and provides diversified asset management solutions and focused investment banking capabilities. This role is crucial for driving client engagement, strategic advisory, and origination efforts across a significant portfolio of financial institution clients, ensuring the delivery of integrated capital solutions. The team emphasizes collaboration and leverages AI to work smarter and more efficiently, valuing diverse skills and experiences.

The TL;DR
• Role: Senior Professional
• Type: Full Time
• Location: In-person, New York, NY
• Pay: $275000 yearly
• Team: FIG Coverage team within Global Banking, working closely with product partners and colleagues across the Americas and global platform.
• Mission: Drive client engagement, strategic advisory, and origination across a portfolio of financial institution clients.

What You’ll Actually Do
• Client Management: Develop and manage senior client relationships across banks, insurers, asset managers, and specialty finance companies.
• Transaction Origination: Originate and execute a broad range of transactions, including M&A, equity and debt capital raising, and other strategic advisory engagements.
• Integrated Solutions: Partner with product teams such as ECM, DCM, Leveraged Finance, and M&A to deliver comprehensive solutions to clients.
• Strategic Leadership: Lead client dialogue, encompassing idea generation, pitching, and overall execution oversight for engagements.
• Team Development: Mentor and develop junior bankers, contributing to a high-performance team environment and fostering growth within the group.

The Must-Haves
• Background: Bachelor’s degree required, coupled with significant experience in investment banking, specifically within FIG sector coverage.
• Experience: Proven track record in originating and executing M&A and capital markets transactions, alongside a deep understanding of financial institutions, including their regulatory and capital frameworks.
• Skills: Strong leadership, communication, and team management capabilities, with the ability to manage multiple complex transactions and priorities simultaneously.
• Bonus: MBA or equivalent advanced degree preferred. Curiosity to explore how AI can improve workflow optimization with sound judgment, validating outputs and aligning with policies, risk standards, and ethical use.