at UBS
Bulge Bracket Investment BanksPosted 7 days ago
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Senior International Wealth Planner: Lead fundraising mandates for UBS's Private Funds Group. Key responsibilities include opportunity evaluation, strategy advisory, investor communication, material preparation, data room management, and roadshow coordination. Required skills: fundraising strategy, private placement memorandums, investor targeting, financial modeling. Must have 5+ years' experience in private equity, debt, infrastructure, or real assets.
- Compensation
- Not specified
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Currency: Not specified
Full Job Description
| You will join the UBS Private Funds Group (PFG) within Global Banking, with a primary focus on primary fundraising advisory. PFG provides global advisory and distribution services to private fund sponsors across private equity, private debt, infrastructure and real assets, combining primary fundraising capabilities with secondary and liquidity solutions. In this role, you will support the origination and execution of fundraising mandates, working closely with senior PFG bankers, global distribution colleagues and clients. You will play a key role in evaluating opportunities, preparing marketing materials, coordinating investor outreach and supporting successful capital raises. The role also offers exposure to GPled and LPled secondary transactions. You will be responsible for a broad range of execution, advisory and project management activities, including: working with senior PFG team members to evaluate prospective fundraising opportunities, including detailed analysis of client portfolios, track records, teams, strategies and market opportunities advising clients on fundraising strategy, including fund structuring, timing, investor targeting and legal and commercial terms articulating complex investment and marketing messages clearly and effectively to institutional investors leading the preparation of key fundraising materials, including private placement memoranda, investor presentations, due diligence questionnaires and financial models planning, building and managing virtual data rooms to support investor due diligence maintaining comprehensive fundraising trackers, coordinating investor outreach, managing feedback and producing regular internal and external reports supporting the organisation and execution of investor roadshows, liaising with global distribution colleagues and roadshow coordinators | Show more Investment Banking Analyst - EMEA Private Funds Group |
