Investment Banking Coverage & Advisory Management Director

UBS • New York, NY

7d • $172,500 - $207,500

About The Position

UBS is seeking an Investment Banking Coverage & Advisory Management Director to help lead and optimize its Coverage & Advisory platform. The role partners with senior bankers and product partners to shape business strategy, improve execution across coverage teams, and drive operational excellence. It serves as a key partner to senior leadership in managing and scaling the business, with a focus on client delivery and revenue growth.

The position is part of UBS’s Investment Bank within the Coverage & Advisory organization, working alongside senior bankers across sectors and regions. The team connects coverage teams with product partners to support seamless execution and consistent business performance. UBS is open to applications from career returners.

The role requires ideally 10–15+ years of experience in investment banking, corporate finance, or business management in financial services. A bachelor’s degree is required; an MBA or advanced degree is preferred. The indicative full-time-equivalent gross base salary range for New York, New York is USD 172,500–207,500 per annum. Salary is determined by factors including experience, qualifications, education, location, and skill level; additional variable compensation or awards may be provided at UBS’s discretion.

Requirements

• Ideally 10–15+ years of experience in investment banking, corporate finance, or business management within a financial services environment.
• Strong understanding of M&A, capital markets, and client coverage models.
• Proven leadership experience managing teams and driving strategic initiatives.
• Excellent organizational and project management skills, including the ability to manage complex, multi-stakeholder environments.
• Strong analytical skills and experience in financial analysis, reporting, and business planning.
• Exceptional communication and influencing skills, with the ability to engage senior stakeholders.
• Bachelor’s degree required.
• Curiosity about using AI to improve workflows, with sound judgment to validate outputs and align use with policies, risk standards, and ethical requirements.

Nice To Haves

• MBA or advanced degree preferred.

Responsibilities

• Partner with senior Coverage & Advisory leadership to define and execute strategic priorities across industry teams.
• Oversee business management activities, including pipeline monitoring, revenue tracking, budgeting, and resource allocation.
• Coordinate coverage and product partners, including M&A, ECM, DCM, and LevFin, to support efficient transaction execution.
• Support and influence origination by identifying trends, client opportunities, and sector-level insights.
• Lead initiatives to improve processes, enhance productivity, and optimize team performance.
• Manage senior stakeholder relationships across the Investment Bank, including Legal, Compliance, Risk, and Finance.
• Provide leadership and oversight to junior team members, supporting talent development and workflow management.
• Contribute to client materials and high-priority transactions as needed, ensuring quality and alignment with UBS standards.
• Support regulatory and governance requirements associated with the Coverage & Advisory business.

Benefits

• Competitive benefits are offered; further details are available at ubs.com/employee-benefits.
• Flexible working options when possible.
• Potential additional variable compensation or awards at UBS’s discretion.

What This Job Offers

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