UBS
Investment Banking Associate - EMEA Private Funds Group
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Investment Banking Associate - EMEA Private Funds Group
Job opportunity in UBS Private Funds Group (London)
About the Role
You will join the UBS Private Funds Group (PFG) within Global Banking, focusing on primary fundraising advisory. PFG delivers global advisory and distribution services to private fund sponsors across:
- Private equity
- Private debt
- Infrastructure
- Real assets
Merging robust primary fundraising with secondary and liquidity solutions, the group supports leading funds in capital-raising activities worldwide.
Key Responsibilities
You will contribute significantly to the origination and execution of fundraising initiatives, collaborating closely with:
- Senior PFG bankers
- Global distribution colleagues
- Clients
Core undertakings include:
- Evaluating opportunities: Assessing portfolios, track records, teams, strategies, and market dynamics.
- Guiding funding strategies: Advising on fund structuring, timing, investor targeting, and commercial/legal terms.
- Building stakeholder confidence: Presenting complex material transparently to institutional investors.
- Preparing key materials: Leading private placement memoranda, investor decks, due diligence questionnaires, and financial models.
- Managing virtual data rooms: Supporting due diligence processes.
- Ledger tracking and feedback: Maintaining robust fundraising databases, coordinating outreach, and producing critical reports.
- Roadshow support: Organising investor presentations, coordinating logistics, and liaising globally.
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Exposure to secondary transactions (GP-led and LP-led) will further broaden your experience.
Job Details
Type: Full-time Reference: 339117BR Location: London
About Your Team
The team operates within UBS Global Banking Private Funds Group (PFG) London. Established in 1998, PFG serves as one of the largest global platforms for private placement and secondary advisory.
With offices across New York, London, Los Angeles, Hong Kong, and Singapore, PFG raises capital for private fund managers worldwide. Teamwork includes:
- Close collaboration with senior colleagues across regions.
- Engagement with top-tier private fund managers.
As part of UBS Global Banking, you will thrive in an environment fostering innovation, high performance, and cross-regional teamwork.
Requirements & Expertise
A dynamic mix of skills and talents is essential:
- Client service orientation: Providing creative, practical solutions.
- Leadership in action: Mentoring junior team members; guiding decision-making.
- Analytical rigour: Pinpointing detail; resolving challenges effectively.
- Self-direction: Proactive, enterprising attitude with long-term vision.
- Collaborative mindset: Facilitating teamwork across diverse regions.
- Superior organisation: Juggling multiple deadlines efficiently.
- Communication skills: Articulating ideas written and verbally with clarity.
- Numeracy & tech savvy: Advanced Excel proficiency; proficiency in PowerPoint.
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About UBS
Why Join Us?
UBS empowers our people through:
✔ Collaboration as a core principle, united to drive excellence. ✔ Opportunity & growth—practical career development alongside flexible working options. ✔ Diverse, inclusive culture, celebrating teamwork and individuals’ unique perspectives.
Our global presence spans 50+ markets, while AI supports our efficiency efforts.
Disclosure
UBS embraces disability inclusion and remains committed to equal opportunity. We encourage proactively requesting any reasonable accommodations throughout the recruitment process.
Want to know more? Visit ubs.com/careers.
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