Associate Director, Investment Banking Associate

UBS·New York·United States·Investment Banking

UBS is hiring a Associate Director, Investment Banking Associate in New York. Posted 2026-05-06; applications close 2026-07-05.

Role details

Overview

UBS Business Solutions US LLC is seeking an Associate Director, Investment Banking Associate in New York, NY. This role focuses on developing strategic content, conducting financial analyses, and supporting mergers and acquisitions transactions within the healthcare sector.

Responsibilities

  • Develop content for strategic meetings with healthcare clients regarding their business strategy and financial capital needs. Conduct in-depth Excel-based financial and valuation analyses to identify key drivers of the business in the context of M&A transactions or strategic pitches.
  • Develop deep industry knowledge in the healthcare sector through research on markets, industry trends, and competitive dynamics. Apply structured finance expertise and creative thinking to develop innovative solutions.
  • Interact with senior team members and client management teams in the healthcare industry daily to execute transactions and discuss strategic alternatives. Coordinate between industry, product, and other groups to evaluate and originate ideas and execute transactions.
  • Prepare client presentations in PowerPoint for discussing strategic ideas and for executing mergers and acquisitions and other transactions.

Qualifications & Requirements

Education & Experience:

  • Master’s degree or foreign equivalent in Business Administration, Finance, Economics, or a related field, plus one (1) year of experience in the job offered or as a Financial Analyst, Investment Management Intern, Associate, Analyst, or related occupation.
  • Alternate Education & Experience: Bachelor’s degree or foreign equivalent in Business Administration, Finance, Economics, or a related field, and three (3) years of experience in the job offered or as a Financial Analyst, Investment Management Intern, Associate, Analyst, or related occupation in lieu of a Master’s degree and one (1) year of experience.

Position requires experience with:

  • Advanced financial and valuation modeling including discounted cash flow analyses;
  • Research on industry and market trends;
  • Analyzing and interpreting large data sets;
  • Project management including oversight of multiple projects and workstreams;
  • Interpreting quantitative financial data and market trends to draw strategic insights;
  • Preparing marketing materials and creating regular reports and presentations;
  • External client advisory services and client relationship management;
  • Healthcare ecosystem knowledge, including regulatory environment, reimbursement trends, and industry best practices;
  • Operational strategy and business development in the healthcare industry;
  • Data analysis tools including Excel, PowerPoint, and Bloomberg.

About UBS

UBS is a leading global wealth manager and the leading universal bank in Switzerland, with diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, UBS operates in more than 50 markets worldwide. We emphasize collaboration, innovation, and inclusivity.

How to Apply

Qualified applicants should apply through SH-ProfRecruitingcc@ubs.com and reference 002475. No calls please.

Additional Information

Salary Range & Work Schedule: $200,000 to $275,000/year, 40 hrs/wk. This posting is connected to an application for permanent Alien Labor Certification. The expected salary range is based on factors including experience, qualifications, education, location, and skill level. The role may be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Equal Opportunity

UBS is an Equal Opportunity Employer. We respect and empower individuals from diverse cultures, perspectives, skills, and experiences. We are committed to fostering diversity, equity, and inclusion in the workplace. If you need reasonable accommodation throughout the recruitment process, you can contact us.

Join us: ubs.com/careers

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