Unified Global Banking - Director

About the role

We’re looking for an Investment Banker to:

• assist in the origination and execution of investment banking transactions for corporate clients
• manage major workstreams of M&A, debt and equity transactions including diligence, the development of financial analyses, and all client deliverables
• effectively work with teams of bankers across groups and other constituents (lawyers, accountants, consultants, etc)
• provide critical support and input in the negotiation of transactions as required
• present to internal and external clients effectively and with confidence
• collaborate with colleagues across the firm to provide clients with seamless transaction execution
• generate new ideas and creative approaches that push the business forward
• make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards)
• explore how AI can improve how we build, deliver, and optimize workflows, validating outputs and aligning with policies, risk standards, and ethical use

About your team

The Unified Global Banking (UGB) – Americas Team originates and executes new business opportunities between UBS Global Wealth Management and Global Banking. Our team covers financial advisors and their client relationships across the Americas region to source, evaluate and execute Investment Banking opportunities from Wealth Management relationships, driving increased Firm revenue through M&A Advisory, Equity & Debt capital raising and other Corporate Finance transactions.

Requirements

• experience in originating and executing private M&A transactions
• ability to work effectively with both corporate and wealth management clients
• strong analytical skills and proficiency in all relevant financial analyses
• demonstrated track record of taking initiative and managing teams
• undergraduate degree and MBA or JD preferred
• requisite series licensing
• strong communication, whether presenting to clients or senior executives
• proficient at managing and cultivating important client relationships
• able to develop creative solutions to meet client needs and identify cross-product opportunities
• curiosity to explore how AI can improve workflows

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.

Pay

The indicative gross base salary range for this full-time role in New York, New York is USD 275,000 per annum. The expected salary will be determined by relevant factors including role-required experience, qualifications, education, location, and skill level. UBS offers a range of competitive benefits.

Additional variable compensation or awards may be provided at UBS's sole discretion.