Investment Banking · Application Guide 2027

UBS Application Guide 2027

Every programme, deadline, and requirement for applying to UBS. Plus a free CV checker to see if you pass screening.

Summer AnalystAnalystSpring Insight

Programmes

UBS programmes

Summer Analyst

~60-80% conversion

Eligibility

Penultimate-year undergraduates and first-year Master's students

Opens

August

Deadline

Rolling (apply early)

Duration

10 weeks (June-August)

Analyst

Eligibility

Final-year undergraduates and Master's graduates

Opens

August

Deadline

Rolling (apply early)

Duration

Full-time permanent

Spring Insight

Eligibility

First-year undergraduates

Opens

September

Deadline

November-December

Duration

1 week

Requirements

What UBS looks for

Understanding of wealth management — UBS is #1 in wealth management globally. Show interest in serving high-net-worth clients, not just IB.

Swiss values — Integrity, discretion, and professionalism. Swiss banking culture values these above flashiness.

Adaptability — The CS integration is creating rapid change. They want people who thrive in transformation.

Entrepreneurial mindset — UBS values initiative. Their three pillars include entrepreneurial spirit — show evidence.

Collaborative approach — Post-merger integration requires teamwork. Show you can bridge different teams and cultures.

Technical strength — IB interviews are technically rigorous. Prepare valuation, accounting, and markets.

Grade requirements

Typically 2:1 or above. Values diverse backgrounds. Swiss banking culture favours precision and professionalism.

Tips

How to apply to UBS

1

UBS is going through major transformation post-CS merger. Show you understand the opportunity this creates.

2

Know the CS merger story — what it means for UBS's IB capabilities and scale

3

Reference UBS's wealth management dominance — $5+ trillion in invested assets

4

The merger creates unique opportunities. Frame joining now as joining during a growth period.

5

Swiss banking values (discretion, integrity) differentiate from US bank culture

6

Know UBS's three keys: Entrepreneurial, Collaborative, Sustainable

7

Apply within the first 2 weeks of applications opening. UBS uses rolling admissions — later applicants face fewer spots.

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CV standards

UBS CV requirements

One page maximum — UBS recruiters spend 15-30 seconds on initial CV screening.

Education first, then experience. Include degree classification (or predicted), A-level results, and relevant modules.

Quantify achievements — "increased society membership by 40%" is stronger than "grew the society".

Include relevant skills: financial modelling, Excel, Bloomberg, Python, or languages if applicable.

Tailor to UBS and the specific division you're applying to. A Markets CV should differ from an IBD CV.

Use reverse chronological order within each section. No photos, no colours.

Success rates

UBS conversion rates

StageConversion
Application → HireVueSelective (estimated ~20-30%)
HireVue → Assessment centreEstimated ~25-40%
Assessment centre → OfferEstimated ~30-50%
Summer analyst → Full-time offerTypically 60-80%
Overall application → offerEstimated ~3%

FAQ

UBS application FAQs

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