Jobs
>
New York City

    Fund Financing - New York, United States - UBS

    UBS
    Default job background
    Description
    United States - New York

    Investment Banking, Sales, Sales and trading

    Global Wealth Management

    Job Reference #

    283393BR

    City

    New York

    Job Type

    Full Time

    Your role

    Are you a team player who is passionate about building long-term relationships with clients? Do you have strong project management and leadership skills? We are looking for someone like you to:


    • 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
    • operate financial models and guide the production of marketing presentations
    • collaborate with stakeholders across the UBS Investment Bank, Asset Management and Global Wealth Management
    Your Career Comeback

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

    Your team


    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.

    Your expertise


    • methodical, concise and accurate, with strong attention to detail
    • solution oriented and collaborative
    • adaptable, with strong interpersonal skills, who thrives in a team environment
    • able to initiate, develop and maintain long term client relationships
    • able to assess pools of information and provide implementable solutions to problems
    • legal background and experience with financial documentation
    • ability to manage multiple projects with a variety of deadlines
    • advanced faculty with MS Office
    • Series 7 and 63 preferred
    About us

    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.

    Salary information


    CA, CO, WA and NY based roles: The salary range for this role is $225,000 to $300,000 based on experience, education, and skill level.

    This role may be eligible for discretionary incentive compensation.


    For benefits information:
    Join us

    At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working.

    Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.


    From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone.

    We know that its our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success.

    Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

    Disclaimer / Policy Statements

    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.



  • Blackstone Group New York, United States

    Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help c ...

  • Multi Billion Dollar Venture Capital Firm

    Fund Finance

    4 days ago


    Multi Billion Dollar Venture Capital Firm New York, United States

    Fund Finance Director · Quarterly Financial Reporting & Operations: · Manage third-party administrators and outsourced staff, reviewing their deliverables. · Review quarterly reporting, investor allocations, and collaborate with the team to lead the year-end audit. · Review manag ...

  • Multi Billion Dollar Venture Capital Firm

    Fund Finance

    2 days ago


    Multi Billion Dollar Venture Capital Firm New York, United States

    Fund Finance Director · Quarterly Financial Reporting & Operations: · Manage third-party administrators and outsourced staff, reviewing their deliverables. · Review quarterly reporting, investor allocations, and collaborate with the team to lead the year-end audit. · Review m ...

  • UBS

    Fund Financing

    3 weeks ago


    UBS New York, United States

    United States - New York Investment Banking, Sales, Sales and trading Global Wealth Management Job Reference # 283393BR City New York Job Type Full Time Your role Are you a team player who is passionate about building long-term relationships with clients? Do you have strong proje ...

  • KKR

    Fund Financing

    1 week ago


    KKR New York, United States Full time

    · COMPANY OVERVIEW · KKR & Co. Inc., together with its subsidiaries, is a leading global investment firm that offers alternative asset management and capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and discipline ...


  • Fitch Group New York, United States

    At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity encouraging a ...


  • Fitch Ratings New York, United States

    At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity encouraging a ...

  • icapitalnetwork

    Hedge Fund Finance

    4 days ago


    icapitalnetwork New York, United States

    iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth cli ...

  • iCapital

    Hedge Fund Finance

    4 days ago


    iCapital New York, United States

    iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth cli ...

  • iCapital

    Hedge Fund Finance

    4 days ago


    iCapital New York, United States

    Job Description · Job DescriptioniCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strate ...

  • Blackstone

    Global Fund Finance

    1 hour ago


    Blackstone New York, United States Full time

    Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help c ...


  • iCapital New York, United States

    Institutional Capital Network, Inc. d/b/a iCapital · AVP Private Equity Fund Finance · New York, NY · In-office role · Responsibilities: Build and maintain relationships with underlying fund managers, fund administrators, and distributors. Design and implement processes and p ...


  • Pantheon Ventures New York, United States Full time

    Purpose of Position · Reporting to the Vice President, Fund Finance - Valuation Analytics, the Senior Associate will assist with valuation analysis and oversight on a portfolio of investments, including but not limited to co-investments, fund investments, and direct positions. Th ...


  • iCapital New York, United States

    Institutional Capital Network, Inc. d/b/a iCapitalAVP Private Equity Fund FinanceNew York, NYIn-office roleResponsibilities: Build and maintain relationships with underlying fund managers, fund administrators, and distributors. Design and implement processes and procedures for se ...


  • Blackstone Restaurant New York, United States

    Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help c ...


  • Phyton Talent Advisors New York, United States

    Head of Finance & Operations- Credit Fund is responsible for overseeing all financial reporting and operational functions related to company private credit strategy. This role requires significant expertise in private equity fund accounting, cash management, and investor reportin ...


  • Blackstone Group New York, United States

    Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help c ...


  • NCR PCR TELEURGECARE INTERNATIONAL New York, United States

    Job Description · Job DescriptionNCR CARECARD , a health care Fintech Company is seeking a Finance Sales Business Development to join our team You will supervise and coordinate all activities of the sales team. Need some one with strong business relationships with banks / investm ...


  • Network ESC A Division of Network Temps, Inc. New York, United States

    IMMEDIATE FULL-TIME DIRECT HIRE OPPORTUNITY · Fund Finance, Subscription and Investor Services Credit Documentation Associate · Top International Trust and Investment Bank · New York, NY · Hybrid - 3-4 Days Remote/1-2 Days On-Site in Midtown, NYC · $110-120K + Bonus + Benefits · ...

  • iCapital

    Hedge Fund Finance

    2 days ago


    iCapital Greenwich, United States

    iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth cli ...