Global Markets - Capital Introduction

Global Markets - Capital Introduction – UBS

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Do you have experience in a Sales or Capital introductions role? Are you an exceptional communicator and organizer, confident interacting with senior hedge fund managers and institutional investors? Do you thrive in a fast‑paced environment and have a proactive, client‑first mindset? If so, we’re looking for a Cap Intro Specialist to join our team.

• Operate in a fast‑paced, client‑centric environment involving frequent client/investor meetings and calls, assisting analysts in preparation, participation, and follow‑up.
• Maintain heavy in‑person, phone, and e‑mail interaction with hedge fund clients, allocators, and internal contacts.
• Prepare overview materials on individual hedge fund and investor firms.
• Analyze data on the hedge fund industry and summarize key trends and themes by creating content distributed to a global client base.
• Assist in planning, organizing, and executing client conferences and events.
• Assist in investor targeting reports and market trend analysis.
• Update internal CRM with client and allocator data.

New York: $145,000 – $172,500. The salary range is based on experience, qualifications, location, and skill level. This role may also be eligible for discretionary incentive compensation.

Job Type: Full Time
Job Reference #: 329384
City: New York
Team: Capital Introductions, Prime Brokerage, UBS Investment Bank.

• Bachelor’s Degree.
• Ideally 1‑5 years of industry experience (capital introduction, marketing/investor relations, allocator role).
• Self‑starter with excellent attention to detail and problem‑solving abilities.
• Exceptional interpersonal, written, and verbal communication skills.
• Ability to multi‑task, prioritize competing responsibilities, manage deadlines, and stay organized with strong personal accountability.
• Team player who collaborates.

UBS is a leading, truly global wealth manager and the leading universal bank in Switzerland, offering diversified asset management solutions and focused investment banking capabilities.

UBS is an Equal Opportunity Employer. We respect and empower each individual and support diverse cultures, perspectives, skills, and experiences within our workforce.