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UBS · United States

# Investment Proposal Specialist with German or French

United States Finance & Accounting 

Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=342554)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Investment Proposal Specialist with German or French

## Job description

Do you have an entrepreneurial and commercial mindset and are you interested in generating new business? Are you strongly interested in the financial industry in particular investments? Are you tech- and data-savvy? Do you work accurately? We are looking for you!

As part of our IPS (Investment Proposal Specialist) team, you’ll help respond to detailed client questionnaires that showcase our products, people, and investment strategies. These responses are key to winning new business and maintaining strong client relationships.

You'll manage RFI/RFP/DDQs end-to-end, working with large datasets, automating repetitive tasks, and presenting insights clearly. A structured, analytical mindset and a willingness to learn are essential. While deep technical skills aren’t required, being comfortable with data analytics tools (see “Your Experience and Skills”) will help you deliver faster, more insightful responses.

The main tasks of your role are:
- to co-ordinate and produce accurate, timely RFPs (Requests for Proposal), RFIs, and DDQs (Due Diligence Questionnaires) for prospect clients and existing clients according to internal brand/style guidelines and compliance regulations.
- to participate in conference calls as a subject matter expert, representing our investment capabilities and intellectual capital
- to collaborate closely with client relationship managers, portfolio managers, investment specialists and subject matter experts to improve RFP answers, ensure key messages are understood, and present our capabilities in the most compelling way possible.
- to ensure the RFP database is kept up-to-date and accurate, and quality continually improved
- to help the team identifying and implementing digital solutions

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=342554)

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