Your role
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 GP‑led and LP‑led secondary transactions.
Responsibilities
* 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
Job Type
Full Time
Job Reference #
337496BR
City
London
Your team
You’ll be working in the Global Banking Private Funds Group in London. PFG is one of the largest and most established global private placement and secondary advisory platforms, founded in 1998. The team operates as an integrated global franchise across New York, London, Los Angeles, Hong Kong and Singapore, raising capital from institutional investors worldwide for a broad international client base.
Your expertise
You bring professionalism, intellectual curiosity and a strong client focus. You are comfortable managing multiple priorities in a fast‑paced environment while maintaining a high standard of work.
Required skills and attributes
* a strong client service mindset with a commitment to delivering creative and practical solutions
* natural leadership capability and the ability to guide and develop junior team members
* strong analytical skills, high attention to detail and well‑developed problem‑solving ability
* a proactive, self‑starting approach with the confidence to take ownership and think long term
* a collaborative working style and the ability to build effective relationships across teams and regions
* excellent organisational skills with the ability to manage multiple deadlines simultaneously
* clear, confident communication skills, both written and verbal
* strong numerical aptitude, advanced Excel capability and experience producing high‑quality PowerPoint materials
Equal Opportunity Employer
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.
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