Type · Technical + Fit

Enterprise · IB Analyst Interview Guide
Sign up to see ATSHow to Pass the UBS IB Analyst Interview in 2026
The UBS DNA (TL;DR)
The UBS Interview Loop
Your onsite loop will typically consist of 5 rounds.
- 1
Round 1
Recruiter ScreenMotivation, fit, GPA, deal interest. - 2
Round 2
Technical ScreenAccounting, valuation (DCF, comps, precedent transactions), enterprise vs equity value. - 3
Round 3
Market KnowledgeRecent deals, market events, sector outlook, why this firm. - 4
Round 4
SuperdayMultiple back-to-back interviews with MDs/VPs covering technical + behavioral + fit. - 5
Round 5
Behavioral / LeadershipPast evidence of ownership, influence, resolving conflict.
The Danger Zone: Top Reasons Candidates Fail
Based on our database of UBS interview outcomes, avoid these common traps:
- Not accounting for capital expenditures properly.
- Failing to explain the net income link to retained earnings.
- Not demonstrating a clear learning or change in behavior.
- Confusing the order of operations or the flow of information between statements.
Test Yourself: Real UBS Questions
Three real prompts pulled from our database.
Type · Valuation
Type · Market Trends
+ many more questions, signals, and worked examples
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UBS Interview Question Bank
A sample from our database, grouped by round. Sign up to see the full set.
9 of 13 questions shown
Recruiter Screen
1- 1
Type · Motivation
Why are you interested in investment banking, and specifically at UBS?
Technical Screen
3- 2
Type · Accounting
Walk me through the three financial statements and how they link together. - 3
Type · Valuation
What are the main methods for valuing a company, and when would you use each? - + 1 more questions in this round (sign up to unlock)
Market Knowledge
3- 4
Type · Market Trends
What are some of the most significant recent M&A deals involving UBS, and what were the strategic rationales? - 5
Type · Market Trends
Describe a major recent event in the financial markets and its potential impact on investment banking. - + 1 more questions in this round (sign up to unlock)
Superday
3- 6
Type · Technical + Fit
Imagine a client wants to acquire a competitor. What are the key steps you would take to advise them on the transaction, from initial pitch to closing? - 7
Type · Technical + Fit
How would you approach building a 3-statement financial model for a public company? - + 1 more questions in this round (sign up to unlock)
Behavioral / Leadership
3- 8
Type · Behavioral
Tell me about a time you had to work on a project with a tight deadline and limited resources. How did you prioritize and manage your time? - 9
Type · Behavioral
Describe a situation where you received constructive criticism. How did you react, and what did you learn from it? - + 1 more questions in this round (sign up to unlock)
Unlock the full UBS question bank
Free signup, no credit card. You get every question + the framework, grading signals, and worked answer for each.
Interview tracks at UBS
How UBS's DNA translates across functions. Pick your role.
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Practice UBS interviews end-to-end
UBS Mock Interview
Run a live mock interview with our AI interviewer using UBS-style prompts. Get scored on structure, signal, and answer length - exactly how the real loop grades you.
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STAR Stories for UBS Behavioral Rounds
Build a Story Bank of your past wins, mapped to the leadership signals UBS interviewers grade on. Reuse them across every behavioral round.
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UBS Interview Prep Hub
The frameworks behind every UBS round: CIRCLES for product sense, hypothesis-driven debugging for analytical, STAR for behavioral. Learn each one in 10 minutes.
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Interview Frameworks
CIRCLES, STAR, AARRR, RICE, MECE. The exact frameworks that make UBS interviewers nod instead of frown. Step-by-step playbooks with the moves and the pitfalls.
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