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Investment Banking Analyst - EMEA Private Funds Group

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UBS

7d ago

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Business, Operations & Strategy
    Banking & Finance
  • London

AI generated summary

  • You need strong client service skills, leadership ability, analytical and problem-solving skills, a proactive approach, collaboration skills, organizational talent, communication skills, and advanced Excel proficiency.
  • You will evaluate fundraising opportunities, advise clients on strategy, prepare materials, manage data rooms, track fundraising progress, and support investor roadshows.

Requirements

  • 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

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

FAQs

What is the main focus of the Investment Banking Analyst role in the EMEA Private Funds Group?

The primary focus of the role is on primary fundraising advisory, providing global advisory and distribution services to private fund sponsors across various sectors including private equity, private debt, infrastructure, and real assets.

What responsibilities will the Investment Banking Analyst have?

The Investment Banking Analyst will support the origination and execution of fundraising mandates, including evaluating fundraising opportunities, advising on fundraising strategy, preparing marketing materials, managing virtual data rooms, and coordinating investor outreach.

Where is the position located?

The position is located in London.

What kind of team will the Analyst be working with?

The Analyst will work as part of a collaborative, high-performing team within the Global Banking Private Funds Group, interacting regularly with senior colleagues and executives at leading private fund managers.

What skills are required for this role?

Required skills include a strong client service mindset, natural leadership capability, strong analytical skills, excellent organizational skills, clear communication skills, strong numerical aptitude, and advanced Excel and PowerPoint capabilities.

How crucial is collaboration in this role?

Collaboration is at the heart of everything we do at UBS, and the Analyst will need to build effective relationships across teams and regions to succeed in this role.

Is prior experience in investment banking necessary for this position?

While specific prior experience is not detailed, a strong background in relevant fields and an understanding of investment banking principles would be beneficial for success in this role.

What does UBS value in its employees?

UBS values diverse skills, experiences, and backgrounds in its employees, and is dedicated to collaboration, professional growth, and creating an inclusive culture.

Are there opportunities for professional development in this role?

Yes, the position offers opportunities for personal and professional growth within a supportive team environment.

Does UBS support diversity and inclusion?

Yes, UBS is committed to disability inclusion and strives to empower individuals with diverse cultures, perspectives, skills, and experiences within its workforce.

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UBS

Helping you answer some of life's most important questions

Finance
Industry
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Employees
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Mission & Purpose

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With more than 124,000 colleagues around the world**, we collaborate across all major financial centers in 50 countries**. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*