United Kingdom

Business development, Management and Business Support, Process, project and program management

Global Wealth Management

Job Reference #

298973BR

City

London

Job Type

Full Time

Your role

Are you a data analyst? 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 performance reporting for client portfolios and funds. This includes providing expertise on complex internal and external client queries relating to returns, risk metrics and performance attribution
• being the technical lead in strategic performance reporting projects, including an automation project for performance reporting for client portfolios and evaluating new vendors and systems 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

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.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• abackground in performance reporting for portfolios and funds 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 returns and risk metrics
• experience with performance reporting system vendors strongly preferred
• 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

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.

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?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.