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UBS
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Capital Introduction Administrator

Capital Introduction Administrator

UBS

6 - 10 years

4 - 5 Lacs

Hyderābād

Posted:3 weeks ago| Platform: GlassDoor logo

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Skills Required

support scheduling data coordination logistics database crm salesforce documentation tracking management finance excel communication connect agile drive

Work Mode

On-site

Job Type

Part Time

Job Description

India

Operations

Investment Bank

Job Reference #

321846BR

City

Hyderabad

Job Type

Full Time

Your role

Position Summary:
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.

Your team

Key Responsibilities:

Scheduling & Coordination:

o Assist with organizing meetings and calls between hedge fund clients and institutional investors.
o Coordinate logistics for roadshows, conferences, and Cap Intro events.

Database Management:

o Input and update data in CRM systems (e.g., Salesforce or internal platforms) to track meetings, investor contacts, and fund profiles.
o Ensure accurate documentation of all interactions and client activity.

Administrative Tasks:

o Prepare meeting materials, agendas, and follow-up notes.
o Maintain email distribution lists and support the delivery of newsletters or investor updates.

Event Support:

o Help with event preparation, including attendee tracking, printing materials, and coordinating logistics.

Team Support:

o Provide general administrative assistance to the Cap Intro team, including calendar management and basic reporting.

Your expertise

Qualifications:

Bachelor’s 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.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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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Capital Introduction Administrator