Investment Banking Associate - FIG, FinTech

UBS • New York, NY

1d • $175,000 - $200,000

About The Position

The Investment Banking Associate will work in UBS’s Financial Institutions Group (FIG), supporting the origination and execution of transactions for domestic and foreign corporate and private equity clients. FIG provides mergers and acquisitions advisory, capital raising, and general financial advice through qualitative and quantitative analysis. The group includes professionals in Menlo Park, New York, London, Hong Kong, and other locations around the globe.

The role involves leading major transaction workstreams, preparing financial projections and analyses, developing client deliverables, and interpreting and discussing analytical data. The Associate will present effectively to internal and external clients, collaborate with colleagues across global locations, and contribute ideas that advance the business. The position calls for sound, balanced judgment in accordance with professional, ethical, regulatory, and legal standards. UBS is open to applications from career returners.

Requirements

• Experience executing public and private FIG transactions.
• Ability to work effectively with corporate and private equity clients.
• Strong analytical skills and proficiency in relevant financial analyses.
• Demonstrated track record of taking initiative and managing teams.
• Undergraduate degree.
• Curiosity about how AI can improve workflows, with sound judgment in validating outputs and following policies, risk standards, and ethical-use requirements.

Responsibilities

• Assist in the origination and execution of FIG transactions for domestic and foreign corporate and private equity clients.
• Work on major FIG transaction workstreams, including diligence, financial projections and analyses, and client deliverables.
• Independently prepare, interpret, and discuss analytical data.
• Present effectively and confidently to internal and external clients.
• Collaborate with colleagues across the globe to support seamless transaction execution.
• Generate new ideas and creative approaches to move the business forward.
• Make sound and balanced judgments within professional, ethical, regulatory, and legal standards.
• Explore ways AI can improve workflows while validating outputs and aligning with policies, risk standards, and ethical use.

Benefits

• Competitive benefits are referenced; further information is available at UBS’s employee-benefits website.
• Flexible working options when possible.
• The role may be eligible for discretionary incentive compensation or other variable compensation or awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level