OPT Investment Banking Associate Jobs
Investment Banking Associate jobs on OPT require employers who sponsor H-1B visas, since most roles last well beyond the standard 12-month OPT period. STEM OPT extension eligibility depends on your degree field, so finance and quantitative graduates often qualify for 24 additional months of work authorization.
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Get Access To All JobsINTRODUCTION
UBS Business Solutions US LLC is seeking an Associate Director, Investment Banking Associate in New York, NY.
Are you an innovative thinker? Do you enjoy delivering enhanced change capabilities across a range of business functions? Are you a detail-oriented multitasker?
We’re looking for an Associate Director, Investment Banking Associate to:
- Develop content for strategic meetings with healthcare clients regarding their business strategy and financial capital needs. Conduct in-depth Excel-based financial and valuation analysis to identify key drivers of business in the context of mergers and acquisitions transactions or strategic pitches.
- Develop deep industry knowledge in the healthcare industry through performing research on healthcare markets, industry trends and competitive dynamics. Apply structure finance expertise and creative thinking to develop innovative solutions.
- Interact with senior team members and client management teams in the healthcare industry daily to execute transactions and discuss strategic alternatives. Coordinate between industry, product and other groups to evaluate and originate ideas and executive transactions.
- Prepare client presentations in PowerPoint for discussing strategic ideas and for executing mergers and acquisitions and other transactions.
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 002475. NO CALLS PLEASE. EOE/M/F/D/V
SALARY RANGE & WORK SCHEDULE
- Salary Range: $200,000 to $275,000/year, 40 hrs/wk. This notice is being posted in connection with an application for permanent Alien Labor Certification. Any person may comment or provide documentary evidence bearing on this application to: U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210.
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
YOUR TEAM
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
You’ll be working with the Investment Banking team in New York, NY.
YOUR EXPERTISE
-
Education & Experience Requirement: Master’s degree or foreign equivalent in Business Administration, Finance, Economics, or a related field of study plus one (1) year of experience in the job offered or as a Financial Analyst, Investment Management Intern, Associate, Analyst, or a related occupation.
-
Alternate Education & Experience Requirement (if applicable): Bachelor’s degree or foreign equivalent in Business Administration, Finance, Economics, or a related field of study and three (3) years of experience in the job offered or as a Financial Analyst, Investment Management Intern, Associate, Analyst, or a related occupation in lieu of Master’s degree and one (1) years of experience.
-
Position requires experience with the following: Advanced financial and valuation modelling including discounted cash flow; Research on industry and market trends; Analyzing and interpreting large data sets; Project management including oversight of multiple projects and workstreams; Interpreting quantitative financial data and market trends to draw strategic insights; Preparing marketing materials and creating regular reports and presentations; External client advisory services and client relationship management; Healthcare ecosystem, including regulatory environment, reimbursement trends, and industry best practices; Operational strategy and business development in the healthcare industry; and Data analysis tools including Excel, PowerPoint, and Bloomberg.
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.
INTRODUCTION
UBS Business Solutions US LLC is seeking an Associate Director, Investment Banking Associate in New York, NY.
Are you an innovative thinker? Do you enjoy delivering enhanced change capabilities across a range of business functions? Are you a detail-oriented multitasker?
We’re looking for an Associate Director, Investment Banking Associate to:
- Develop content for strategic meetings with healthcare clients regarding their business strategy and financial capital needs. Conduct in-depth Excel-based financial and valuation analysis to identify key drivers of business in the context of mergers and acquisitions transactions or strategic pitches.
- Develop deep industry knowledge in the healthcare industry through performing research on healthcare markets, industry trends and competitive dynamics. Apply structure finance expertise and creative thinking to develop innovative solutions.
- Interact with senior team members and client management teams in the healthcare industry daily to execute transactions and discuss strategic alternatives. Coordinate between industry, product and other groups to evaluate and originate ideas and executive transactions.
- Prepare client presentations in PowerPoint for discussing strategic ideas and for executing mergers and acquisitions and other transactions.
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 002475. NO CALLS PLEASE. EOE/M/F/D/V
SALARY RANGE & WORK SCHEDULE
- Salary Range: $200,000 to $275,000/year, 40 hrs/wk. This notice is being posted in connection with an application for permanent Alien Labor Certification. Any person may comment or provide documentary evidence bearing on this application to: U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210.
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
YOUR TEAM
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
You’ll be working with the Investment Banking team in New York, NY.
YOUR EXPERTISE
-
Education & Experience Requirement: Master’s degree or foreign equivalent in Business Administration, Finance, Economics, or a related field of study plus one (1) year of experience in the job offered or as a Financial Analyst, Investment Management Intern, Associate, Analyst, or a related occupation.
-
Alternate Education & Experience Requirement (if applicable): Bachelor’s degree or foreign equivalent in Business Administration, Finance, Economics, or a related field of study and three (3) years of experience in the job offered or as a Financial Analyst, Investment Management Intern, Associate, Analyst, or a related occupation in lieu of Master’s degree and one (1) years of experience.
-
Position requires experience with the following: Advanced financial and valuation modelling including discounted cash flow; Research on industry and market trends; Analyzing and interpreting large data sets; Project management including oversight of multiple projects and workstreams; Interpreting quantitative financial data and market trends to draw strategic insights; Preparing marketing materials and creating regular reports and presentations; External client advisory services and client relationship management; Healthcare ecosystem, including regulatory environment, reimbursement trends, and industry best practices; Operational strategy and business development in the healthcare industry; and Data analysis tools including Excel, PowerPoint, and Bloomberg.
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.
See all 580+ OPT Investment Banking Associate Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Investment Banking Associate Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship as an Investment Banking Associate
Target banks with established H-1B track records
Bulge bracket and large middle market banks file H-1B petitions every year. Focus your search on firms with consistent sponsorship history rather than boutiques, which rarely have the legal infrastructure to support visa filings.
Clarify your STEM OPT eligibility early
If your degree is in a STEM-designated field like finance, mathematics, or computer science, you may qualify for a 24-month extension. Confirm your degree's Classification of Instructional Programs code with your DSO before interviewing.
Address sponsorship directly in interviews
Investment banking recruiters assess long-term fit. Being upfront about your OPT timeline and H-1B cap eligibility removes uncertainty. Firms that sponsor regularly expect this conversation and will not penalize you for raising it.
Time your applications around the H-1B lottery cycle
H-1B registration opens in March. If your OPT expires in late 2026, aim to have an offer before January so your employer can file in time. Misaligned timelines are one of the most common reasons OPT candidates lose offers.
Leverage your technical finance skills as a differentiator
Strong financial modeling, DCF analysis, and LBO skills reduce employer hesitation around sponsorship costs. Firms weigh the cost of immigration filings against the value of the hire, so technical excellence strengthens your sponsorship case.
Network inside banks before relying on formal applications
Most investment banking associate roles are filled through referrals or on-campus recruiting pipelines. Informational conversations with analysts and associates who navigated OPT themselves give you insight into which groups actively support international hires.
Investment Banking Associate OPT: Frequently Asked Questions
Can I work as an Investment Banking Associate on OPT?
Yes. F-1 OPT authorizes full-time employment directly related to your degree, which covers Investment Banking Associate roles for graduates in finance, economics, accounting, and related fields. Your job duties must connect to your field of study, and you must begin employment within the authorized OPT period on your EAD card.
Do investment banks typically sponsor H-1B visas for OPT candidates?
Large banks, including bulge bracket firms and major regional banks, regularly sponsor H-1B visas for high-performing associates. Boutique firms are less predictable. The most reliable way to identify sponsoring employers is to search Migrate Mate, which filters investment banking roles by visa sponsorship availability so you are not wasting applications on firms that will not sponsor.
Does an Investment Banking Associate role qualify for the STEM OPT extension?
It depends on your degree, not your job title. If your undergraduate or graduate degree carries a STEM CIP code, such as finance, applied mathematics, statistics, or financial engineering, you can apply for the 24-month STEM extension. Check your degree's CIP code with your DSO and confirm your employer is enrolled in E-Verify, which is required for STEM OPT approval.
What happens to my OPT status if I change banks or get laid off?
You have a 90-day unemployment buffer during your OPT period. If you lose your position, you must secure a new role within 90 days or your OPT status becomes invalid. Report the change to your DSO promptly. During the job search, Migrate Mate is a focused resource for finding OPT-friendly investment banking roles quickly.
Will working long hours in investment banking affect my OPT compliance?
No, OPT does not cap working hours for post-completion students. You are authorized for full-time employment, and investment banking's demanding schedule creates no compliance issues. The requirements that matter are that your role relates to your degree field, your employer is legitimate, and you report changes in employment to your DSO within the required timeframe.