Investment Banking Coverage & Advisory Management Director

About the Role

Are you a strategic leader with a deep understanding of investment banking and a passion for driving business performance? UBS is seeking an Investment Banking Coverage & Advisory Management Director to help lead and optimize our Coverage & Advisory platform. In this role, you will work closely with senior bankers and product partners to shape business strategy, enhance execution across coverage teams, and drive operational excellence. You will serve as a key partner to senior leadership, helping to manage and scale the business while maintaining a strong focus on client delivery and revenue growth.

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
• Drive coordination across coverage and product partners (M&A, ECM, DCM, LevFin) to ensure efficient transaction execution
• Support and influence origination efforts by identifying trends, client opportunities, and sector-level insights
• Lead key 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

Qualifications

• 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, with the ability to manage complex, multi-stakeholder environments
• Strong analytical skills with experience in financial analysis, reporting, and business planning
• Exceptional communication and influencing skills, with the ability to engage senior stakeholders
• Bachelor’s degree required; MBA or advanced degree preferred
• Curiosity to explore how AI can improve workflows, with sound judgment to validate outputs and align 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.

Pay

The indicative gross base salary range for this full-time equivalent role in New York, NY is USD 172,500 - USD 207,500 / annum. The expected salary will be determined by relevant factors such as role-required experience, qualifications, education, location, and skill level. UBS offers a range of competitive benefits; for further information, please visit ubs.com/employee-benefits. We may provide additional variable compensation or awards at our discretion.

Job Type: Full Time | Job Reference: 339477BR | City: New York