What are the responsibilities and job description for the Business Reporting Analyst, UBS Wealth Advice Center position at UBS?
Job Reference #
312196BR
Job Type
Full Time
Your role
Are you looking for an opportunity in a fast-paced environment? Do you want to work with a team that provides an ability to develop skills in business strategy and reporting? Do you know how to develop innovative solutions?
You will:
You’ll be working in the Business Planning & Execution team within the Wealth Advice Center. The Wealth Advice Center is one of the key initiative growth businesses within WMA and serves the emerging and mass affluent client base
Your expertise
You have:
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?
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.
312196BR
Job Type
Full Time
Your role
Are you looking for an opportunity in a fast-paced environment? Do you want to work with a team that provides an ability to develop skills in business strategy and reporting? Do you know how to develop innovative solutions?
You will:
- efficiently track, monitor, and report business performance and perform monthly business analysis to identify trends, gaps and opportunities
- create and maintain Power BI dashboards as self-service business intelligence solutions for multiple stakeholders, from requirements gathering to report design, development, implementation and deployment
- perform exploratory data analysis, data transformation and build WAC data infrastructure in Azure SQL server
- build individual and team level productivity reports, sales and talent dashboards to determine key areas of improvement to help facilitate effective business and process transformation
- develop and create client outreach campaigns from the database, and track yield and progress reporting
- support new business initiatives by performing strategic and analytical assessments on ad hoc basis
- become a subject matter expert on UBS data sources and their respective data points
- support ad hoc reporting needs to answer data questions and inform management and decision makers
- optimize, enhance, overhaul, replace or discontinue existing reports as needed
- help drive report adoption and assist report audiences with training or troubleshooting to ensure reports are being utilized and providing value
You’ll be working in the Business Planning & Execution team within the Wealth Advice Center. The Wealth Advice Center is one of the key initiative growth businesses within WMA and serves the emerging and mass affluent client base
Your expertise
You have:
- a Bachelor's degree from an accredited institution, engineering, mathematics, accounting, finance or information technology majors encouraged
- 3 years-experience in a data driven reporting or business analytics role
- expertise in SQL Server, Python, data analytics, and database management
- highly proficient in Power BI, Alteryx, Tableau
- well-versed in Microsoft Office Suite (Excel, Access, PowerPoint, Word, etc.)
- strong communication and interpersonal skills
- a self-starter with a hands-on mentality and a passion for data
- detail-oriented and familiar with validating reports to ensure accuracy
- excellent at visualizing data and formatting reporting for effective consumption
- open to taking ownership of responsibilities and proactively driving projects forward
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?
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.
