Hedge Fund and Private Equity Financing Specialist

United States - New York

Business development, Sales

Global Wealth Management

316140BR

New York

Full Time

Are you analytical and execution oriented with experience in the alternative investment financing market? Do you have a legal or credit background with an understanding of financial contract documentation? Do you enjoy working with financial advisors and family offices?

• originate financing transactions for a cross-divisional team focused on providing financing to family offices, institutional investors, and asset managers on their alternative asset portfolios
• primary assets include private equity, hedge funds, and co-investments
• manage client engagement and deal execution, with support of existing team and resources, from start to finish
• conduct initial risk assessment, pricing and return analysis, negotiation of terms, and follow through to legal documentation and final closing
• engage collaboratively with other deal team members from internal and external legal, credit, due diligence, and capital management
• construct internal deal memos targeted to senior management and approval committees, pulling together feedback from other deal team and diligence professionals
• operate financial models and guide the production of marketing presentations
• collaborate with other product specialists and stakeholders across the UBS Investment Bank, Asset Management and Global Wealth Management

Detailed salary information:

• New York: the salary range for this role is $225000 to $275000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Based in UBS’ New York office, you will be working within the Global Lending Unit’s Hedge Fund and Private Equity Financing group. This team has a cross-divisional mandate and executes financing transactions for clients of UBS’ Wealth Management and Investment Banking Divisions across a broad range of alternative assets.

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

US Only: The expected salary range for this role is $225000 to $275000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.