31 jobs in UBS
M&A Director: Global Deal Origination & Execution
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UBS is seeking an M&A Investment Banker in New York to assist in the origination and execution of M&A transactions. This role involves working on various aspects of M&A, including client presentations and collaboration with global colleagues.
Candidates must have experience in M&A transactions, strong analytical skills, and ideally hold an undergraduate degree and an MBA or JD. The indicative salary range is around USD 275,000 per annum, and the role offers opportunities for growth and competitive benefits.
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Senior Equity Plan Reporting Manager
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UBS is seeking a Financial Reporting Manager to partner with corporate clients’ accounting, tax, and FP&A teams. You will serve as a primary point of contact and SME for equity reporting, resolving complex issues around stock compensation and related disclosures.
Based in Nashville with the Workplace Wealth Solutions team, you’ll support ASC 718 equity reporting, platform onboarding, and improvements while delivering high-value consultations and education to clients.
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Financial Reporting Manager, Workplace Wealth Solutions
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Your role
- serve as a primary point of contact and subject matter expert for the financial reporting teams of UBS Workplace Wealth Solutions’ corporate clients
- resolve complex issues with: Stock Compensation Expense, Disclosures, Diluted EPS, Deferred Tax Asset, Share Balance, and Proxy reporting
- quickly and accurately address client questions while providing exceptional client service
- provide clients with expert level support during month/quarter/year end reporting cycles
- assist with platform onboarding, migration, and reconciliation activities relevant to financial reporting services, outputs and functionality
- build/strengthen relationships that drive higher overall satisfaction and service value through strategic consultations, best practices and client solutioning
- provide education, training, and updates to our clients related to new reports, platform functionality, and process improvements in relevant equity reporting workflows
- Weehawken: the salary range for this role is $ to $
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Job TypeFull Time
Job Reference #BR
CityNashville
Your teamWorkplace Wealth Solutions (WWS) is one of the key growth businesses within UBS Wealth Management (WM). You’ll be joining the Equity Plan Financial Reporting Services team, supporting our corporate clients with reporting and equity compensation accounting related services. As a Financial Reporting Manager, you will work directly with the accounting, corporate tax, and financial reporting teams of corporations using UBS' equity compensation record keeping platform. The team provides expert advice, reporting and platform support to assist with their ASC 718 equity compensation compliance and other equity compensation related reporting needs.
Your expertise- Bachelor's degree or higher preferred
- ideally, 5+ years of equity compensation and/or corporate accounting experience
- familiarity with accounting rules for share-based compensation under ASC 718
- prior experience in database management, product development, and equity plan recordkeeping/reporting software preferred
- Certified Equity Professional (CEP) is desired
- Certified Public Accountant (CPA) and/or master’s degree in accounting/finance is desired
- proficient with Microsoft Suite Applications, including Outlook, Word, Excel and PowerPoint as well as experienced with Microsoft MS Teams, SharePoint, OneNote, and OneDrive
- able to adapt to changing priorities while managing stakeholder expectations accordingly as well as able to manage projects independently with a high level of responsibility
- detail oriented with strong organization, analytical, and communication skills
- excellent problem solver, able to collaborate well with other people and teams
- you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
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. Want to find out more? Visit ubs.com/careers.
Join usAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statementsUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Senior Wealth Management Banker
Posted today
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Your role
Are you a self-starter and good problem solver? Are you an experienced, confident relationship builder who likes to work in a fast-paced environment? Do you have experience working with financial advisors and wealth management clients on banking solutions to meet their needs?
Are you a self-starter and good problem solver? Are you an experienced, confident relationship builder who likes to work in a fast-paced environment? Do you have experience working with financial advisors and wealth management clients on banking solutions to meet their needs?
We're looking for a Senior Wealth Management Banker to:
- build and maintain trustworthy relationships with Financial Advisors, key branch personnel and clients
- promote banking and lending capabilities through branch education, consultation with advisors and guidance to clients
- partner with other field sales and marketing groups to provide expert content to the branch network and internal sales partners
- review and analyze origination pipelines, especially mortgage pipelines, of assigned branches and identify ways to improve processes
- define territory management strategy, tracking and reporting on business results, and sharing outcomes
Full Time
Job Reference #BR
CityBellevue, Minneapolis, Seattle
Your teamYou’ll join a strong franchise working in the Banking Field Engagement Team and partner with Financial Advisors in UBS branches to solve client needs. Banking is a critical growth driver of Wealth Management in the U.S. and this role is critical in connecting the Banking Group to advisors and clients in the field.
Your expertise- a university degree
- a proven track record in working within an organization supporting high net worth clients
- a familiarity with the structure of wealth management, either here or at a comparable institution
- know-how of securities-based lending, mortgage banking and private banking products, and a willingness to quickly learn mortgage origination if not already familiar
- a strong communicator with compelling presentation skills
- a confident decision-maker, highly organized and detail oriented
- willing to travel up to 75 percent of the time
- You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use
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. Want to find out more? Visit ubs.com/careers.
Salary information- United States - Minnesota - Minneapolis min USD - max USD
- United States - Washington - Seattle min USD - max USD
- United States - Washington - Bellevue min USD - max USD /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join usAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statementsUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Senior FIG ECM Origination & Execution Expert
Posted 1 day ago
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UBS is seeking an experienced equity capital markets professional in New York to join our ECM team. The role involves originating and executing equity transactions for FIG clients, collaborating with sales teams, and managing client relationships.
We require significant experience in Equity Capital Markets, ideally with a proven track record in executing transactions. The successful candidate will possess strong communication skills and leadership capabilities, along with a Bachelor’s degree.
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Investment Banker, M&A (West Coast)
Posted 1 day ago
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Job Summary
Investment Banker, M&A (West Coast) at UBS. Full‑time position based in Menlo Park, San Francisco. Salary range: $275,000 to $275,000 (US).
Your Role- Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients.
- Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables.
- Independently prepare, interpret, and discuss analytical data.
- Present to internal and external clients effectively and with confidence.
- Collaborate with colleagues across the globe 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).
- Experience in originating and executing public and private M&A transactions as well as relevant M&A structuring.
- Ability to work effectively with both corporate and private equity 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.
You’ll be working in the Mergers & Acquisitions team in San Francisco/Menlo Park. The M&A Group consists of professionals located in New York, London, Hong Kong and around the globe. We advise public and private clients across all industries and geographies.
About UBSUBS 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.
UBS is an Equal Opportunity Employer.
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Associate Director, Lending Pricing Analyst
Posted 1 day ago
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Associate Director, Lending Pricing Analyst – Weehawken, NJ (Full‑time) – Job Reference # BR
Responsibilities- Manage lending portfolios for high‑net‑worth and ultra‑high‑net‑worth clients; analyze opportunities and data sets to develop and present pricing proposals.
- Participate in broader team initiatives and product development while managing day‑to‑day responsibilities; oversee pricing and other product–related projects including portfolio segment re‑pricing.
- Engage with the field to conduct difficult pricing discussions; prepare monthly and quarterly reporting to track risks and trends within lending portfolios, including portfolio‑level and loan‑level metrics; develop materials for the bank’s pricing committee.
- Deliver high‑quality work promptly; apply strong problem‑solving, analytical, documentation, and project‑management skills; collaborate effectively with cross‑functional teams; employ financial acumen to build and interpret financial models.
- Work in a hybrid (in‑office/remote) environment.
- Bachelor’s degree or foreign equivalent in Computer Information Systems, Finance, or a related field.
- Two (2) years of experience in a similar role or as a Solution Analyst or related occupation.
- Proficiency with Python and Tableau; experience designing, developing, and maintaining technology applications; applying statistical methods and technologies to assist clients in decision‑making.
- Experience developing statistical pattern‑recognition models to identify key trends; database management skills.
- Indicative base salary range: USD 115,000 – 170,000 per year (dependent on experience, qualifications, location, and skill level).
- Potential discretionary incentive compensation.
- Comprehensive benefits package – details available at ubs.com/employee-benefits.
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, and skills within our workforce.
Location: Weehawken, NJ. Work schedule: 40 hours per week.
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Senior Lending Pricing Strategist - Hybrid
Posted 3 days ago
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UBS seeks an Associate Director, Lending Pricing Analyst to lead pricing for lending portfolios in Weehawken, NJ. You will analyze data, develop pricing proposals, and present insights to the pricing committee.
The role requires a bachelor’s degree, 2 years of related experience, and strong Python and Tableau skills. Hybrid work arrangement and competitive compensation are offered. You will collaborate with cross-functional teams and build financial models.
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Americas Global Banking Risk Leader
Posted 5 days ago
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Job Description
UBS is seeking a full-time role in New York, NY focused on operational risk within Investment Banking. This position involves supporting the AMER Global Banking business by managing non-financial risk processes, advising on supervisory matters, and leading regulatory audits.
The ideal candidate will bring experience in Global Banking Compliance, strong analytical and people management skills, and the ability to communicate effectively with senior stakeholders. Attractive salary range from $172,500 to $207,500 per annum.
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Investment Banking Associate - FIG, Asset & Wealth Management
Posted 5 days ago
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Job Description
Role Overview
We’re looking for an Investment Banker to assist in the origination and execution of FIG transactions for domestic and foreign corporate and private equity clients.
Responsibilities- Assist in the origination and execution of FIG transactions for domestic and foreign corporate and private equity clients
- Work on major workstreams of FIG transactions including diligence, the development of financial projections and analyses, and all client deliverables
- Independently prepare, interpret, and discuss analytical data
- Present to internal and external clients effectively and with confidence
- Collaborate with colleagues across the globe to provide clients with seamless transaction execution
- Generate new ideas and creative approaches that push the business forward
- Make sound and balanced judgments (always within professional, ethical, regulatory, and legal standards)
- Experience in executing public and private FIG transactions
- Ability to work effectively with both corporate and private equity clients
- Strong analytical skills and proficiency in all relevant financial analyses
- Demonstrated track record of taking initiative and managing teams
- Undergraduate degree
New York: the salary range for this role is $175,000 to $200,000. This role may also be eligible for discretionary incentive compensation.
Employment DetailsJob Type: Full Time
Job Reference #: BR
City: New York
Team: Financial Institutions Group (FIG), located in New York, London, Hong Kong and other global offices.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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