Job Description
Are you an analytic thinker? Do you like to leverage data and analytics to create actionable insights that enhance client experience and support business growth?
This is a role with a broad range of responsibilities, including:
• Being a technical expert for all performance and attribution issues and respond to all internal and external client queries around complex performance-related matters
• Being the technical lead in strategic performance reporting projects, including an automation project for performance reporting and identifying a new vendor for performance reporting capabilities for WM UK and Jersey
• Identifying opportunities for and implementing automation and streamlining of processes in the Advisory & Sales department
• Using data analytics expertise to contribute to strategic initiatives in Advisory & Sales
• Working closely with senior stakeholders across the business
Internal Contact Details
UBS Business Solutions SA
Recruiter: Lukasz Bidzinski
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.
Your team
The Advisory Solutions & Operating Office team supports the activities of Advisory & Sales, with a focus on the advisory service, performance reporting, financial promotions and product communications and business management.
Your expertise
• An analytical background in wealth or asset management
• An interest and knowledge of financial markets, instruments and investment strategies
• A high aptitude in analytical and mathematical skills which are required for calculating, reviewing and disseminating performance
• A methodical approach to work and keen attention to detail is essential
• A strong interest in process and system automation to drive changes
• Degree qualified preferred. Professional qualification such as IMC or CIPM preferred
• IT and data analytics skills such as Excel / VBA, Alteryx, Power BI preferred