At a Glance
- Tasks: Support fundraising advisory and execute mandates in a dynamic investment banking environment.
- Company: Join UBS, a leading global financial services firm with a diverse and inclusive culture.
- Benefits: Competitive salary, professional development, and opportunities for global exposure.
- Other info: Fast-paced environment with excellent career growth and learning opportunities.
- Why this job: Make an impact in private funds while collaborating with top industry professionals.
- Qualifications: Strong analytical skills, client service mindset, and proficiency in Excel and PowerPoint.
The predicted salary is between 50000 - 70000 € per year.
Your role
You will join the UBS Private Funds Group (PFG) within Global Banking, with a primary focus on primary fundraising advisory. PFG provides global advisory and distribution services to private fund sponsors across private equity, private debt, infrastructure and real assets, combining primary fundraising capabilities with secondary and liquidity solutions. In this role, you will support the origination and execution of fundraising mandates, working closely with senior PFG bankers, global distribution colleagues and clients. You will play a key role in evaluating opportunities, preparing marketing materials, coordinating investor outreach and supporting successful capital raises. The role also offers exposure to GP‑led and LP‑led secondary transactions.
Responsibilities
- Working with senior PFG team members to evaluate prospective fundraising opportunities, including detailed analysis of client portfolios, track records, teams, strategies and market opportunities.
- Advising clients on fundraising strategy, including fund structuring, timing, investor targeting and legal and commercial terms.
- Articulating complex investment and marketing messages clearly and effectively to institutional investors.
- Leading the preparation of key fundraising materials, including private placement memoranda, investor presentations, due diligence questionnaires and financial models.
- Planning, building and managing virtual data rooms to support investor due diligence.
- Maintaining comprehensive fundraising trackers, coordinating investor outreach, managing feedback and producing regular internal and external reports.
- Supporting the organisation and execution of investor roadshows, liaising with global distribution colleagues and roadshow coordinators.
Job Type Full Time
Job Reference # 337496BR
City London
Your team
You’ll be working in the Global Banking Private Funds Group in London. PFG is one of the largest and most established global private placement and secondary advisory platforms, founded in 1998. The team operates as an integrated global franchise across New York, London, Los Angeles, Hong Kong and Singapore, raising capital from institutional investors worldwide for a broad international client base.
Your expertise
You bring professionalism, intellectual curiosity and a strong client focus. You are comfortable managing multiple priorities in a fast‑paced environment while maintaining a high standard of work.
Required skills and attributes
- A strong client service mindset with a commitment to delivering creative and practical solutions.
- Natural leadership capability and the ability to guide and develop junior team members.
- Strong analytical skills, high attention to detail and well‑developed problem‑solving ability.
- A proactive, self‑starting approach with the confidence to take ownership and think long term.
- A collaborative working style and the ability to build effective relationships across teams and regions.
- Excellent organisational skills with the ability to manage multiple deadlines simultaneously.
- Clear, confident communication skills, both written and verbal.
- Strong numerical aptitude, advanced Excel capability and experience producing high‑quality PowerPoint materials.
Equal Opportunity Employer
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.
Investment Banking Analyst - EMEA Private Funds Group employer: UBS
UBS is an exceptional employer, offering a dynamic work environment in the heart of London where you can thrive as an Investment Banking Analyst. With a strong commitment to employee growth, UBS provides extensive training and mentorship opportunities, fostering a culture of collaboration and innovation. The firm values diversity and inclusion, ensuring that every team member's unique perspective contributes to our success in delivering top-tier advisory services to clients worldwide.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Banking Analyst - EMEA Private Funds Group
✨Network Like a Pro
Get out there and connect with people in the investment banking scene. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to alumni or professionals in your desired field. Building relationships can open doors that applications alone can't.
✨Ace the Informational Interview
Set up informal chats with folks already working in the Private Funds Group or similar roles. This is your chance to learn about their experiences and get insider tips on what UBS looks for. Plus, it shows your genuine interest in the role!
✨Showcase Your Skills
When you get the chance to meet potential employers, be ready to demonstrate your analytical skills and attention to detail. Bring examples of your work, like financial models or presentations, to show you can deliver high-quality materials just like they need.
✨Apply Through Our Website
Don’t forget to apply directly through the UBS website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about landing that Investment Banking Analyst role.
We think you need these skills to ace Investment Banking Analyst - EMEA Private Funds Group
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Banking Analyst role. Highlight relevant experience in fundraising, client advisory, and any analytical skills that match what we’re looking for. This shows us you understand the role and are genuinely interested.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about private funds and how your skills align with our needs. Keep it concise but impactful – we want to see your personality come through!
Showcase Your Analytical Skills:Since this role involves a lot of analysis, make sure to highlight any relevant projects or experiences where you’ve demonstrated strong analytical skills. We love seeing how you approach problem-solving and data interpretation.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be good to go!
How to prepare for a job interview at UBS
✨Know Your Numbers
As an Investment Banking Analyst, you'll need to demonstrate strong numerical aptitude. Brush up on your financial modelling skills and be prepared to discuss key metrics related to private equity and fundraising. Familiarise yourself with common valuation methods and be ready to analyse case studies during the interview.
✨Master the Art of Communication
Clear and confident communication is crucial in this role. Practice articulating complex investment concepts in a straightforward manner. You might even want to prepare a mock presentation on a recent fundraising project or market trend to showcase your ability to convey information effectively.
✨Showcase Your Analytical Skills
The interviewers will be keen to see your analytical prowess. Prepare to discuss how you've approached problem-solving in past experiences. Bring examples of how you've evaluated investment opportunities or structured fundraising strategies, highlighting your attention to detail and critical thinking.
✨Demonstrate Team Spirit
Collaboration is key in the Private Funds Group. Be ready to share examples of how you've worked effectively within a team, especially in high-pressure situations. Highlight any leadership experiences you have, even if they were informal, to show your capability to guide and develop others.