Intern
Boost your chances before you apply.
UBS
Princeton, NJ, US
Summary
The intern will support the Wealth Management team by conducting market and investment research and preparing client meeting materials. They will also assist with portfolio analysis using Microsoft Excel and contribute to various projects that impact client services.
Job Description
Key responsibilities
Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a client-focused work environment, an internship at UBS Wealth Management may be the right fit for you.
We welcome interns to join our team to learn about the Wealth Management industry and our firm. Our financial advisors and their teams deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts.
We're looking for an intern to:
• work on projects that have a real impact on clients and gain product knowledge
• support our team of Wealth Management advisors and wealth strategy associates
• compile market and investment research
• leverage Microsoft Excel skills to assist with portfolio analysis
• prepare client meeting materials and generate performance reports
• assist with the responsibilities of running an entrepreneurial business model
• attend presentations by WMA leaders to help you understand our industry, culture and strategy
The team
You'll be working part-time for the Princeton Investment Consulting team in the Princeton, NJ branch office.
Your skills and experience
You need to be enrolled in a two- or four-year college or university. In particular, you have:
• a balanced resume which includes solid academic performance and campus involvement
• a genuine interest in exploring the field of Wealth Management
We’d like to see evidence that you can:
• analyze a problem, produce ideas, and come to a decision
• take ownership, be organized, and can execute
• be detail-oriented and can stick with a task and follow instructions
• communicate well and work within a team
• show good judgement
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary for this role is USD 20 /hour.
Please note this role is not eligible for UBS benefits or additional incentives.
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.
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
* Our awards https://www.ubs.com/awards
Social Media Legal Terms: http://www.ubs.com/social-legal
Founded
1862
Company size
10,001+ employees
Industry
Financial Services
Org type
Public Company
Headquarters
Zurich
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
* Our awards https://www.ubs.com/awards
Social Media Legal Terms: http://www.ubs.com/social-legal
Founded
1862
Company size
10,001+ employees
Industry
Financial Services
Org type
Public Company
Headquarters
Zurich