United States - New York

Sales

Global Wealth Management

Your role

Are you a originator with deep relationships across private markets? Do you thrive on structuring and delivering innovative financing solutions to sophisticated institutional clients?

We’re looking for somebody to join our team. to drive growth in our Private Equity and Hedge Fund financing business across the Americas.

In this role, you will:
• Originate and execute financing transactions across private markets, including:
• PE NAV lending and hybrid structures
• Hedge Fund LP financing
• Structured Solutions Financing
• Margin and bespoke fund-linked financing solutions
• Develop and maintain senior client relationships with financial advisors, family offices, private equity firms, hedge funds, credit funds, and institutional investors
• Successfully negotiate terms and lead deal execution, working closely with structuring, credit, legal, and risk partners to deliver tailored solutions
• Drive revenue generation and portfolio growth, ensuring transactions meet return thresholds and optimize capital usage
• Identify cross-selling opportunities across the broader UBS platform (Global Markets, Prime Brokerage, Wealth Management, and Investment Banking)
• Provide market insight and thought leadership, staying ahead of trends in fund finance, private markets, and structured lending

Job Reference #

339659BR

City

New York

Job Type

Full Time

Your team

You’ll be part of a market-leading Structured Lending / Fund Financing team, working alongside product specialists, structurers, credit officers, and legal teams to deliver financing solutions to private clients and institutional clients across private markets.
The team operates at the intersection of credit, markets, and alternatives, partnering closely with internal stakeholders and maintaining a strong external presence with leading sponsors and investors.

Your expertise

Required experience and skills:

ideally 10–15+ years of relevant experience in:
• Fund finance (subscription lines, NAV lending)
• Structured lending / private markets financing
• Capital markets sales or structured credit
• Demonstrated track record of origination and revenue generation in institutional client coverage
Strong relationships across:
• Private equity sponsors
• Hedge funds and credit funds
• Institutional investors
• Deep understanding of: Private markets (PE, credit, real assets)
• Fund structures and collateral (LP commitments, NAV, portfolio assets)
• Strong structuring and credit acumen, with ability to: analyze collateral pools
• Assess risk-return dynamics
• Develop bespoke financing solutions
Soft skills:
• Exceptional client relationship and communication skills
• Strategic thinker with strong commercial judgment
• Highly driven, self-motivated, and comfortable in a fast-paced, competitive environment
• Ability to collaborate across multiple stakeholders and geographies
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 200000 - max USD 275000 /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.

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.