Capital Introduction Administrator UBS

About UBS

Job Description

The Junior Cap Intro Administrator provides essential support to the Capital Introduction team, assisting with scheduling, data entry, and coordination tasks. This entry-level position is ideal for someone looking to start a career in financial services, particularly in hedge fund or investor relations environments. Key Responsibilities: Scheduling & Coordination: - Assist with organizing meetings and calls between hedge fund clients and institutional investors. - Coordinate logistics for roadshows, conferences, and Cap Intro events. Database Management: - Input and update data in CRM systems to track meetings, investor contacts, and fund profiles. - Ensure accurate documentation of all interactions and client activity. Administrative Tasks: - Prepare meeting materials, agendas, and follow-up notes. - Maintain email distribution lists and support the delivery of newsletters or investor updates. Event Support: - Help with event preparation, including attendee tracking, printing materials, and coordinating logistics. Team Support: - Provide general administrative assistance to the Cap Intro team, including calendar management and basic reporting. Qualifications: - Bachelors degree (Finance, Business, Economics, or related field preferred). - 6-10 years of experience in financial services, administration, or internship experience in a similar field. - Strong organizational skills and attention to detail. - Proficiency in Microsoft Office (especially Excel, Outlook, and PowerPoint). - Strong communication skills and willingness to learn in a fast-paced environment. - Familiarity with CRM systems or databases. - Interest in hedge funds, private markets, or institutional investing. - Previous internship or administrative experience in a finance-related role. UBS is the world's largest and the only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. With a presence in all major financial centers in more than 50 countries, UBS offers flexible working arrangements like part-time, job-sharing, and hybrid working options. UBS values diversity and inclusivity and is an Equal Opportunity Employer, supporting various cultures, perspectives, skills, and experiences within its workforce. Join #teamUBS to collaborate, connect, and make an impact in a purpose-led culture that fosters agility and teamwork.,