United States - New Jersey

Product Management and Development

Global Wealth Management

Your role

Are you passionate about client-centric and data-driven decision making? Are you curious about what drives the behaviors and attitudes of affluent and high-net-worth individuals? Do you excel at spotting trends and uncovering insights from qualitative and quantitative data? The Banking Research team is looking for a Client & Market Insight Analyst to:

• partner with key stakeholders to understand business needs and translate them into research objectives and testable hypotheses
• lead, or assist other members of Banking Research team, in designing and executing qualitive and quantitative market research studies
• lead, or assist other members of Banking Research team, in preparing research briefing and presentations
• contribute to the ongoing effort of infusing a research mindset into the bank through curating & publishing research newsletters, hosting research roundtables and updating research-related intranet sites
• gather and disseminate competitive intelligence
• synthesize data across primary and secondary sources
• program online surveys
• manage the operations for proprietary research panels of financial advisors, client service associates and clients
• moderate in-depth interviews or group discussions
• perform crosstabulations and statistical analysis of survey data

Detailed salary information:
• Weehawken: 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 #

325420BR

City

Weehawken

Job Type

Full Time

Your team

The Banking Research team is part of the Banking & Lending Experience Team within UBS Bank USA, the banking arm of UBS Global Wealth Management Americas. The team conducts extensive research with clients, prospects, financial advisors, team associates, and bankers to help embed insights in key decisions pertaining to strategy development, experience design, product development, sales, servicing and marketing.

Your expertise

• bachelor’s degree
• ideally 2+ years of applied market research experience, preferably in the financial services industry (e.g., personal/business banking, brokerage, wealth management, fintech) or at a research or consulting firm
• strong analytical mindset and aptitude
• demonstrated ability to think critically and creatively
• strong verbal and written communication skills
• excellent attention to details
• intermediate-level Excel and PowerPoint skills
• demonstrated ability to collaborate cross-functionally in a matrix organization
• familiarity with both qualitative and quantitative research methods a strong plus
• experience with online survey or online qualitative research platforms a strong plus
• familiarity with survey statistical packages and/or crosstabulation tools a strong plus

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 know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.