United States - California

Management and Business Support

Global Wealth Management

Your role

Are you interested in furthering your skills in business analytics and strategy? Would you like to be a part of a team that helps implement our Senior Leadership’s strategy? Are you a team player who can work nimbly to improve various processes in partnership with the Field?

We’re looking for a Business Analyst to:

• collaborate with our Regional Finance Team, Field Leadership, and various Product Consultants (Alternative Investments, Banking, Structured Products, etc.) to gather and synthesize recent successes, challenges, and areas of opportunity for monthly / quarterly business reviews
• lead reporting for the Regional team to assess revenue and cost trends, current and future inflows / outflows, and product-specific growth or areas of opportunity
• put on a “consulting hat” to identify opportunities to improve our processes and recommend changes across key business initiatives
• assist with Field communications for various Senior Leadership initiatives by translating their priorities and guiding our Field Leaders towards what's most relevant for them, their Advisors and Clients
• manage organization around External Recognition Lists (Barron’s, Forbes/SHOOK, Rising Advisors, etc.)
• analyze the region’s P&L and partner with local Admin teams to provide color on their P&L’s performance for their specific branches vs. the region’s P&L as a whole
• support ad-hoc tasks: assist with prospect non-solicit requests, manage Advisor hire/terms tracker, create Wealth X reports, etc.

Detailed salary information:
• Los Angeles: the salary range for this role is $100000 to $130000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

310635BR

City

Los Angeles

Job Type

Full Time

Your team

You’ll be working on the West Region team in Los Angeles, CA. Our Regional Team is responsible for all Business Management functions in the ~70 office locations across the region (including sales, finance, HR, admin, and supervisory). We work closely with leadership teams and Client Solution Center partners to drive firm strategy, grow our business, and improve services for our Advisors and clients. As a Business Analyst, you’ll play an important role in serving as the glue between the Field and Senior Leadership.

Your expertise

• ideally 2-3 years of experience in a similar role within the finance industry
• project management or strategy experience and strong organizational skills
• proficiency in Microsoft Excel, Word, and PowerPoint
• excellent written and verbal communication skills, able to tailor style to your audience
• inquisitive, able to challenge effectively and manage conflicting stakeholder needs
• ideally a bachelor’s degree or equivalent in Finance

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.

Salary information

US Only: The expected salary range for this role is $100000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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?

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.