Syndicate Analyst

UBS
New York, US
On-site

Job Description

Your role

  • You will strategically partner with UBS Investment Bank to deliver equity and fixed income public market offerings to UBS Wealth Management Advisors and their clients
  • Responsibilities include managing the public markets deal flow and allocations for UBS financial advisors, with a particular focus on Private Wealth advisors and their client base
  • This role involves owning the process: leading distribution efforts for equity and fixed income offerings, vetting the eligibility of deals, marketing to the Financial Advisor Community, and managing operations related to deals
  • Collaboration is key, as this professional will work closely with UBS WM Market Heads, IB and ECM/DCM Managers, WM Branch Managers, Legal, Compliance and field leaders to facilitate advisor and client requests, as well as special situations

Join us

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

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.

Your team

The Syndicate Team resides within Unified Global Markets, which manages Capital Markets products and services for Wealth Management, Americas.

Your expertise

  • Ideally direct exposure to a Capital Markets platform with a general understanding of public and private markets trading
  • 3 to 5 years of relevant industry experience
  • Strong communication, client management, and data analysis skills are essential
  • Ability to manage pressure situations within a quick time frame
  • Extremely detailed oriented
  • The ability to work both independently and collaborate in a team environment
  • Familiarity with Wealth Management Advisor platforms

Required licenses include Series 7, Series 66, and Series 79

  • Technical proficiency in Microsoft Excel, PowerPoint, and Bloomberg

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your Career Comeback

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

Salary information

The indicative gross base salary range as a full-time equivalent role:

  • United States - New York - New York min USD 155000 - max USD 190000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Skills & Requirements

Technical Skills

Capital Markets platformpublic and private markets tradingMicrosoft ExcelPowerPointBloombergcommunicationclient managementdata analysisteamworkSeries 7Series 66Series 79financewealth management

Salary

$155,000 - $190,000

year

Employment Type

FULL TIME

Level

mid

Posted

4/11/2026

Apply Now

You will be redirected to UBS's application portal.