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Investment Banking Associate - Americas Advisory M&A

Job in Menlo Park, San Mateo County, California, 94029, USA
Listing for: UBS
Full Time position
Listed on 2026-01-18
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 175000 - 200000 USD Yearly USD 175000.00 200000.00 YEAR
Job Description & How to Apply Below

Job Reference #

333078

City

Menlo Park

Job Type

Full Time

Your role
  • Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients
  • Work on major work streams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables
  • Independently prepare, interpret, and discuss analytical data
  • Present to internal and external clients effectively and with confidence
  • Collaborate with colleagues across the globe to provide clients with seamless transaction execution
  • Generate new ideas and creative approaches that push the business forward
  • Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards)
  • Menlo Park: the salary range for this role is $175000 to $200000

Salary information (US Only)

The expected salary range for this role is $175000 to $200000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see "Your role" section for detailed salary information.

Your Career Comeback

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

Your team

You’ll be working in the West Coast Mergers & Acquisitions team. The M&A Group consists of professionals located in Menlo Park, New York, London, Hong Kong and around the globe. We provide advisory services to clients with respect to mergers & acquisitions, sales of companies/divisions and shareholder activism/takeover defense. We advise public and private clients across all industries and geographies.

Your expertise
  • Experience in originating and executing public and private M&A transactions as well as relevant M&A structuring
  • Ability to work effectively with both corporate and private equity clients
  • Strong analytical skills and proficiency in all relevant financial analyses
  • Demonstrated track record of taking initiative and managing teams
  • Undergraduate degree and MBA or JD
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

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.

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Position Requirements
10+ Years work experience
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