Financial Sponsors Group (West Coast) – Investment Banker at UBS Group AG
UBS Group AG · San Francisco, United States Of America · Hybrid
- Senior
- Office in San Francisco
Your role
Are you ready to advise leading private equity clients and drive strategic outcomes across capital markets and M&A?
We’re looking for someone like this to:
•cultivate and sustain strong relationships with private equity clients by offering strategic insights and market intelligence
•support the origination and execution of capital markets and M&A transactions involving private equity clients
•lead key workstreams across capital markets and M&A transactions, including due diligence, financial modeling, and the preparation of client deliverables
•guide and manage teams of junior bankers and cross-functional partners such as legal, accounting, and consulting professionals
•contribute innovative ideas and creative strategies to enhance client coverage and drive business growth
•deliver confident and effective presentations to both internal stakeholders and external clients
•partner with global colleagues to ensure seamless execution of client transactions
•exercise sound judgment in all decisions, maintaining the highest standards of professionalism, ethics, and regulatory compliance
Detailed salary information:
• San Francisco: the salary range for this role is $325000 to $325000
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.
We’re looking for someone like this to:
•cultivate and sustain strong relationships with private equity clients by offering strategic insights and market intelligence
•support the origination and execution of capital markets and M&A transactions involving private equity clients
•lead key workstreams across capital markets and M&A transactions, including due diligence, financial modeling, and the preparation of client deliverables
•guide and manage teams of junior bankers and cross-functional partners such as legal, accounting, and consulting professionals
•contribute innovative ideas and creative strategies to enhance client coverage and drive business growth
•deliver confident and effective presentations to both internal stakeholders and external clients
•partner with global colleagues to ensure seamless execution of client transactions
•exercise sound judgment in all decisions, maintaining the highest standards of professionalism, ethics, and regulatory compliance
Detailed salary information:
• San Francisco: the salary range for this role is $325000 to $325000
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.
City
San Francisco
Job Type
Full Time
Country / State
United States - California
Function Category
Investment Banking
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy statements
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.
Your team
You’ll be working in the Financial Sponsors Group in San Francisco / Menlo Park. The Financial Sponsors Group consists of professionals located in Menlo Park, San Francisco, Los Angeles, New York, London, Hong Kong and around the globe. We provide advisory services to private equity clients to facilitate capital markets and M&A transactions involving their portfolio companies or new investments. We advise clients across all industries and geographies.
Your expertise
•currently a Vice President / Director / Executive Director at an investment bank. At least 5+ years of investment banking experience
•experience in originating and executing public and private capital markets and M&A transactions
•ability to work effectively with private equity clients
•strong understanding of leverage finance
•strong analytical skills and proficiency in all relevant financial analyses
•demonstrated track record of taking initiative and managing teams
•undergraduate degree required
*LI-UBS
*UBS-MOGUL
•experience in originating and executing public and private capital markets and M&A transactions
•ability to work effectively with private equity clients
•strong understanding of leverage finance
•strong analytical skills and proficiency in all relevant financial analyses
•demonstrated track record of taking initiative and managing teams
•undergraduate degree required
*LI-UBS
*UBS-MOGUL
About us
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary information
US Only: The expected salary range for this role is $325000 to $325000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
