UBS · 1 week ago
Business Manager
New York, United States
Full-time
Onsite
Mid, Senior Level
$169K/yr - $206K/yrUBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Business Manager to provide comprehensive business management support to Global Group Heads in investment banking, including strategic analysis, reporting, and stakeholder communication.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Support Global Banking’s industry coverage and advisory Global Group Heads
Drive the strategic agenda and deliverables for Group Heads and Global Banking senior management
Prepare business reviews, weekly P&L and wallet reporting, sector analysis, executive client reviews, materials for offsites/all-hands, and team meeting agendas
Analyze industry stats and data for industry trends, competitive analytics, and areas of opportunity
Oversee data integrity (client priorities, Dealogic data, etc) for the group in the centralized client relationship manager
Identify areas of focus relative to our competition and overall market opportunities
Coordinate and driving all financial management including: annual budgets, quarterly/monthly forecasts, revenue reconciliation, pipeline oversight and projections
Assist with ongoing client management and onboarding including: account planning and account coverage reviews
Help manage the people agenda including: headcount planning, intensity and productivity reporting, group meetings and communications
Help conceive and execute group conferences / client marketing events
Build effective relationships and work closely with global colleagues (e.g. Chief of Staff, Finance, Risk and Controls, Compliance, etc)
Drive best practices and helping ensure adherence to firm policies
Project representation/ownership of broader business deliverables
Qualification
Required
Bachelor's or advanced degree in Business, Finance, Economics, or related field
Experience in Investment Banking, Business Management, or CFO/COO teams preferred
Strong Excel and PowerPoint skills; experience with dashboards and Dealogic a plus
Proven ability to deliver high-quality presentations and reporting
Strong analytical, organizational, and communication skills
Self-starter with sound judgment, integrity, and a proactive mindset
Comfortable making independent decisions and improving existing processes
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
Founded in 1998
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-20
caixinglobal.com
2026-01-20
Company data provided by crunchbase