UBS · 5 days ago
Global Markets - Capital Introduction
New York, United States
Full-time
Onsite
Entry, Mid Level
$145K/yr - $172K/yr
1+ years expUBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking a Cap Intro Specialist to operate in a fast-paced, client-centric environment, facilitating connections between hedge fund managers and institutional investors while preparing materials and analyzing industry data.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
Bachelor's Degree
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
Preferred
1-5 years of industry experience is preferred (e.g., capital introduction, marketing/investor relations, allocator role)
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
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
2026-01-14
2026-01-14
2026-01-14
Company data provided by crunchbase