UBS 2028 phone interview guide

For
2028 summer analysts
Sources
5 cited

Booked for a UBS phone interview? Some groups add one between the recorded video and the superday, and others skip it. Here is where it sits, how long the process runs and how to prepare.

A student sitting cross-legged on a made bed in a small off-campus apartment bedroom, on a phone call through wired earbuds, a page of handwritten notes and a calculator on the blanket, gray winter daylight from the window.
UBS runs tests, a recorded video, then final-round interviews; some groups, such as Asset Management in New York (Feb 2026, summer 2027), add a phone interview after the video.

Key facts

  • Is there one?: UBS says its stages differ slightly by program and region. New York Asset Management booked a phone interview after the HireVue (Feb 2026, summer 2027); New York investment banking went from the HireVue straight to the superday (Feb 2025, summer 2026).1,2,4
  • Where it sits: After the online tests and the recorded video: New York Asset Management booked its phone interview once the HireVue and personality tests were done (Feb 2026, summer 2027).2
  • Format: A phone interview, booked for a set day, before the final round of virtual or in-person interviews.2,1
  • Timing: One to two months for the whole New York Asset Management process, phone interview included (Feb 2026, summer 2027). Without one, New York investment banking ran from resume screen to superday in three weeks (Feb 2025, summer 2026).2,4
  • How to answer: UBS asks you to tell your experiences as stories with examples: the outcomes, the opportunities and what you might have done differently, and to research UBS and your business area beyond the facts and figures.1

UBS describes four stages: your materials, the online assessments, a pre-recorded interview and final-round interviews. The phone interview is how some groups add a live round before that final round.1,2

What the UBS interview looks like

  1. Where it sits

    UBS runs an online application, online assessments assigned by business area, a pre-recorded video interview for those taken forward, and final-round interviews, virtual or in person. UBS says its stages may differ slightly by program and region, and some groups add a phone interview after the video.1,2

  2. Who gets one

    New York Asset Management scheduled a phone interview after the HireVue and personality tests (Feb 2026, summer 2027). New York investment banking went from the resume screen to the HireVue to the superday in three weeks (Feb 2025, summer 2026), and for summer 2027 some superdays came about a week after the HireVue.2,4,5

  3. The format

    Expect a phone call booked for a set day, after your tests and video are done. Treat it as a first interview: a live conversation about you, the group and UBS, ahead of the final round.2,1

  4. What to expect

    UBS asks you to come knowing UBS and the business area you applied to, beyond the facts and figures, to talk about your experiences as stories with examples, and to ask questions so the interview becomes a conversation.1

  5. How to answer

    For each experience, give the story with its outcome, the opportunities it opened and what you might have done differently, as UBS asks. Keep each answer to about two minutes and let the interviewer pick what to follow up.1

  6. After it

    Next is the superday, UBS's final round of virtual or in-person interviews. The New York Asset Management process, phone interview included, took one to two months (Feb 2026, summer 2027).1,2

Before your phone interview

  • A quiet room, your phone charged, and your resume in front of you.
  • Each experience on your resume as a two-minute story: what you did, the outcome, and what you would do differently.
  • What you know about UBS and your business area beyond the headline numbers, and one recent piece of news.
  • The core technicals for your group, in case the call goes there: valuation for banking, a market view for markets roles.
  • A reason for UBS and for this group that only you could give.
  • Two questions for the interviewer about the group.

The questions

A UBS phone round is a short live interview ahead of the final round. UBS's own advice points to three things: your experience told as stories, what you know of UBS and your business area, and your questions for them.1,2

  • Experience: Your resume, told as stories with outcomes and what you would change.
  • Fit and motivation: Why UBS, why this group, and what you know of the business beyond the numbers.
  • Your questions: Questions for the interviewer, to make it a conversation.

Which division question you get

Asset Management, New York
Feb 2026 (summer 2027): a phone interview scheduled after the HireVue and personality tests; one to two months in all.2
Sales and Trading, New York
Jan 2026 (summer 2027): application, tests, HireVue and superday, all in under a month.3
Investment Banking, New York
Feb 2025 (summer 2026): resume screen, HireVue, then superday within three weeks.4

If your invite goes from the HireVue straight to a superday, that is a common UBS route.

Example questions and how to answer them

Experience"Tell me about an experience on your resume and what came of it."1
  1. 1Pick one experience that fits the group: an internship, a project or a leadership role.
  2. 2The situation and your part in it, in two sentences.
  3. 3The outcome, with a number if you have one, and the opportunity it opened.
  4. 4What you would do differently, and what you took from it.

Tip: UBS asks candidates to give examples and tell a story: the outcomes, the opportunities and what you might have done differently. End on the last of those; it is the part most answers skip.

Example answer, written by Intervyo (not a real candidate)

Written by Intervyo as an example. Last summer I interned in the finance team of a regional logistics company. I was asked to rebuild their monthly cost report, which took two people three days. I mapped where each number came from, moved the inputs into one spreadsheet with checks, and cut the work to about a day. That freed the team to start a monthly review of fuel costs, which found savings in the first quarter. Looking back, I would have asked the people using the report what they needed before I built it; I had to redo one section after the fact. It taught me to start with the end user, which is what I would bring to this team.

Fit"Why UBS, and why this business area?"1
  1. 1Something specific to UBS: its global wealth business, a recent piece of news, or the group you are speaking with.
  2. 2Why this business area, tied to something you have done or studied.
  3. 3What you have learned from people at UBS, if you have spoken to any.
  4. 4Close on what you would bring to the group, not just what you want from it.

Tip: UBS asks you to research the firm and your business area beyond the facts and figures, so lead with one reason only you could give, not a number from the annual report.

Fit"What questions do you have for me?"1
  1. 1Ask about the interviewer's own work or path, not something on the website.
  2. 2Ask what a summer analyst in the group does in the first weeks.
  3. 3Ask about something from your research or networking, to show you did it.
  4. 4Keep to two questions if time is short.

Tip: UBS says not to be afraid to ask questions during the interview and wants a conversation going. Prepare three and use the best two.

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How long to hear back after the interview

Where a group adds a phone interview, the whole process has taken one to two months. Where it does not, the superday has followed the HireVue within about a week to three weeks.2,4,5

  1. Feb 2025 (summer 2026)

    Investment Banking, New York

    No phone round: resume screen, HireVue, then superday within three weeks.4

  2. Jan 2026 (summer 2027)

    Sales and Trading, New York

    Application, tests, HireVue and superday in under a month; the superday result took longer.3

  3. Early 2026 (summer 2027)

    US summer analyst thread

    A superday about a week after the HireVue.5

  4. Feb 2026 (summer 2027)

    Asset Management, New York

    HireVue and personality tests done, then a phone interview booked for that Friday. One to two months in all.2

Best guessIf a week passes after the phone interview with no news, one short, polite email to your recruiter is reasonable; waits of a few weeks for results have been normal at UBS.

What happens after the interview

  1. Online application

    An online application with your resume; no cover letter in most regions.1

  2. Aon online assessments

    Done. Up to four tests by business area, within seven days and with no retakes.1

  3. HireVue

    Done. A pre-recorded video interview for those taken forward.1,2

  4. Phone interview (some groups)You are here

    This page. A phone round in some groups, as New York Asset Management ran in February 2026 (summer 2027).2

  5. Superday

    Final-round interviews, virtual or in person.1

Phone interview vs superday

The phone interview is one call some groups use before the final round. The superday is UBS's final round of interviews, virtual or in person.

Who gets it

Phone interview

Some groups, such as New York Asset Management (Feb 2026, summer 2027).2

Superday

Everyone taken forward to the final round.1

Format

Phone interview

A phone call, booked after the tests and video.2

Superday

Final-round interviews, virtual or in person.1

FAQ

Does UBS have a phone interview before the superday?

In some groups. New York Asset Management booked a phone interview after the HireVue (Feb 2026, summer 2027), while New York investment banking went from the HireVue straight to the superday (Feb 2025, summer 2026). UBS says its stages differ slightly by program and region.2,4,1

What does UBS ask in a phone interview?

Expect your experience, told as stories with outcomes and what you would do differently, and why UBS and your business area, with questions of your own. Those are what UBS asks of candidates in its interviews. Be ready for your group's core technicals too.1

When does the UBS phone interview happen?

After the online tests and the recorded video. New York Asset Management booked its phone interview once the HireVue and personality tests were done (Feb 2026, summer 2027); for summer 2027, HireVues went out from early January 2026.2,5

How should I prepare for a UBS phone interview?

Research UBS and your business area beyond the facts and figures, prepare questions, and tell your experiences as stories with the outcome and what you might have done differently, as UBS asks.1

Interview at other firms

Sources

Firm pages first, then dated candidate reports. Last checked Nov 9, 2026.

  1. 1UBS: Early careers (archived Oct 7, 2026)
  2. 2Candidate report on a public forum: Asset Management intern interview, New York (Feb 2026)
  3. 3Candidate report on a public forum: Sales and Trading summer analyst interview, New York (Jan 2026)
  4. 4Candidate report on a public forum: Summer analyst interview, Investment Banking, New York (Feb 2025)
  5. 5Candidate discussion on a public forum: UBS SA 2027 (from Jan 2026)

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