Special Situation Sales

Role Overview

Do you have interest in corporate actions? Special situations encompass a broad range of corporate actions, with significant focus on merger arbitrage, pre‑M&A events, and spin‑offs. The role incorporates various aspects of corporate finance, legal and regulatory analysis, financial markets and instruments, sales, data analytics, and entrepreneurship.

• Originate and help conduct expert conference calls for clients.
• Assist the team with all aspects of client coverage, including proactive client communications and administrative tasks of meeting coordination.
• Help keep track of deal‑specific and pre‑event information to contribute to the morning process and the risk management of the cash trading desk.
• Liaise with derivatives and financing desks.
• Produce analytical content on corporate actions within the team’s coverage universe.
• Expand the team’s coverage to include potentially SPACs, share‑class trades, and cross‑asset event‑driven trades, and work on systematic strategies to assess and manage risk in corporate actions.

• The Special Situations team focuses on US and Canadian merger arbitrage, as well as corporate events such as exchange offers, Dutch tenders, spin‑offs, and pre‑M&A.
• Works closely with counterparts in Europe, Australia, and Asia to analyze cross‑border corporate events.
• Services merger arbitrage and event‑driven hedge fund clients.
• Collaborates with cash trading, derivatives, equity finance, prime brokerage, and index desks to provide risk management and content to hedge fund clients.
• Supports desk work in both merger arbitrage and pre‑event situations and expands transaction coverage, increasing trading revenues, and fills gaps in event‑driven coverage.

• College degree with proven academic excellence; a master’s degree or relevant work experience encouraged.
• Coding familiarity or experience encouraged but not required.
• Strong analytical, reading, and writing skills essential.
• Driven, detail‑oriented, and eager to learn.
• Proven success in sales, teamwork, high‑pressure situations, solving complex problems, and taking initiatives.

Job Type: Full Time
Job Reference #: 319996
City:
New York

Salary: $125,000 – $125,000 (New York). May also be eligible for discretionary incentive compensation.

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.