Q&A | Investment Banking Analyst, UBS | 2 years in investment banking

Hey WSO! Hosting a quick Q&A for anyone interested in investment banking, recruiting, or life as a junior banker.

I'm currently an Investment Banking Analyst at UBS with approximately 2 years of experience in IB.

A little background:

  • Path: (NESCAC) → UBS Investment Banking
  • Recruiting: Went through the traditional investment banking recruiting process and can speak to navigating recruiting from a semi-target school.
  • Experience: Started in M&A before moving into sector coverage, with exposure to both product and industry-focused banking.
  • Day-to-day: Financial modeling, valuation, M&A analysis, pitchbooks, client presentations, and live deal execution.
  • What I've learned: The realities of junior banker life, navigating staffing and demanding deal timelines, working with senior bankers, and developing technically on the job.

Happy to answer questions on breaking into IB from a semi-target, UBS recruiting and culture, technical interview prep, M&A vs. coverage, analyst responsibilities, deal experience, and exit opportunities.

I'll do my best to give candid, firsthand answers based on my experience.

Drop your questions below!

11 Comments
 
Most Helpful

Congrats on leaving UBS M&A. How much has your life improved since leaving the group? What led you to stay at UBS instead of leaving the firm?

 

why does UBS get so much crap? is it really as bad as they say?

"we do not reach the peaks of these mountains, without first learning to give up our want to surrender" - shanke koyzcan
 

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