Investment Analyst

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • UBS
  • 15 Oct 18

Investment Analyst



Your role
Your role:
Day-to-day involves working with a deal captain and fund founders on structuring, negotiation, execution, process management, portfolio management. The analyst is expected to be a key part of the investment team and will:
•Assist the deal captain and founders with investment diligence and underwriting process
•Assist in the execution of deal documentation, which will include aspects of term sheet negotiation and legal document review
•Preparation of financial models for investment opportunities (DCF and ABS models)
•Manage and assist with transaction processes and interact with internal colleagues across legal, product control and operations
•Assist in the preparation of investment committee memos
•Prepare and maintain reports covering portfolio and risk management of new and existing fund investments
•Participate and assist in various aspects of fundraising, including preparing of marketing material for existing and potential investors

Your team
Full integration with a small private credit investment team that has just raised a ~$1Bn+ fund on a global alternative investment platform. The investment team has a flexible mandate that invests in corporate direct lending and asset finance (financial assets and hard assets) across multiple asset classes and sectors. The team is looking to organically grow and expand its base of investment professionals.

You will be based on our New York office. This job entails a unique opportunity for you to be a part of a leading hedge fund that has a history of using innovative quantitative techniques to drive alpha generation. You will be working on a variety of challenging and mission-critical initiatives as part of a collaborative team and will be presented with strong opportunities to advance your career.

What we offer
Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?