Global Markets - Capital Introduction at UBS Group AG
UBS Group AG · New York, United States Of America · Onsite
- Professional
- Office in New York
Your role
Do you have experience in a Sales or Capital introductions role?
Do you have exceptional communication and organizational skills, with the ability to interact confidently with senior hedge fund managers and institutional investors?
Are you interested in in working in a fast past environment?
Do you have a proactive, entrepreneurial mindset and a client-first attitude?
We're looking for a Cap Intro Specialist to:
• Operate in a fast-paced, client-centric environment involving frequent client/investor meetings/calls in which analysts assist in preparation, participation, and follow up
• Heavy in-person, phone, and e-mail interaction with hedge fund clients, allocators and internal contacts
• Prepare overview materials on individual hedge fund and investor firms
• Analyze data on the hedge fund industry and summarize key trends and themes by creating content that is distributed to a global client base
• Assist in planning, organization and execution of a range of client conferences and events
• Assist in investor targeting reports and market trend analysis
• Update internal CRM for client and allocator data
Detailed salary information:
• New York: the salary range for this role is $145000 to $172500
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.
Do you have exceptional communication and organizational skills, with the ability to interact confidently with senior hedge fund managers and institutional investors?
Are you interested in in working in a fast past environment?
Do you have a proactive, entrepreneurial mindset and a client-first attitude?
We're looking for a Cap Intro Specialist to:
• Operate in a fast-paced, client-centric environment involving frequent client/investor meetings/calls in which analysts assist in preparation, participation, and follow up
• Heavy in-person, phone, and e-mail interaction with hedge fund clients, allocators and internal contacts
• Prepare overview materials on individual hedge fund and investor firms
• Analyze data on the hedge fund industry and summarize key trends and themes by creating content that is distributed to a global client base
• Assist in planning, organization and execution of a range of client conferences and events
• Assist in investor targeting reports and market trend analysis
• Update internal CRM for client and allocator data
Detailed salary information:
• New York: the salary range for this role is $145000 to $172500
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
New York
Job Type
Full Time
Country / State
United States - New York
Function Category
Sales
Join us
At 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.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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 Capital Introductions team in New York .
The UBS Capital Introductions (“Cap Intro”) team sits within the Prime Brokerage division of UBS Investment Bank and serves as a strategic partner to hedge fund clients and institutional investors around the world.
The team’s core mission is to facilitate meaningful connections between hedge fund managers and qualified allocators—including endowments, foundations, family offices, fund-of-funds, outsourced CIOs, and pension plans—helping drive dialogue, fundraising, and long-term relationship development across the alternatives ecosystem.
As part of UBS’s broader Prime Services platform, the Cap Intro team works closely with colleagues in Prime Brokerage, Financing, Equity Sales, and Global Markets to deliver a holistic client experience.
The group provides consultative coverage to both emerging and established hedge fund managers, leveraging UBS’s global network, proprietary investor intelligence, and institutional insights to create targeted matchmaking opportunities.
The UBS Capital Introductions (“Cap Intro”) team sits within the Prime Brokerage division of UBS Investment Bank and serves as a strategic partner to hedge fund clients and institutional investors around the world.
The team’s core mission is to facilitate meaningful connections between hedge fund managers and qualified allocators—including endowments, foundations, family offices, fund-of-funds, outsourced CIOs, and pension plans—helping drive dialogue, fundraising, and long-term relationship development across the alternatives ecosystem.
As part of UBS’s broader Prime Services platform, the Cap Intro team works closely with colleagues in Prime Brokerage, Financing, Equity Sales, and Global Markets to deliver a holistic client experience.
The group provides consultative coverage to both emerging and established hedge fund managers, leveraging UBS’s global network, proprietary investor intelligence, and institutional insights to create targeted matchmaking opportunities.
Your expertise
• Bachelor’s Degree
• Between 1-5 years of industry experience is preferred (e.g., capital introduction, marketing/investor relations, allocator role)
• Self-starter with excellent attention to detail and exemplary problem-solving abilities
• Exceptional interpersonal skills
• Excellent written and verbal communication skills
• Ability to multi-task, prioritize competing responsibilities, manage deadlines, and stay organized, while conducting oneself with a strong sense of personal accountability
• Team player who collaborates
• Between 1-5 years of industry experience is preferred (e.g., capital introduction, marketing/investor relations, allocator role)
• Self-starter with excellent attention to detail and exemplary problem-solving abilities
• Exceptional interpersonal skills
• Excellent written and verbal communication skills
• Ability to multi-task, prioritize competing responsibilities, manage deadlines, and stay organized, while conducting oneself with a strong sense of personal accountability
• Team player who collaborates
About us
UBS is the world’s largest and the 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.
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
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 $145000 to $172500 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
