What are the responsibilities and job description for the CRE Financial Analyst position at UBS?
Job Reference #
310698BR
Job Type
Full Time
Your role
Do you enjoy analyzing financial data to identify emerging credit risks? Are you accustomed to participating in the development of process and procedure improvements? Are you extremely interested in Commercial Real Estate markets with a high degree of detail? We are looking for someone to use their expertise to help us:
This position is for an analyst in the Portfolio Risk Management team within the Banking Group of Global Wealth Management Americas (GWM). The Banking Americas group offers products and services to UBS Financial advisors and clients to help them meet their financial needs and goals. The products and offerings include loans to High New Worth (HNW) and Ultra High Net Worth (UHNW) clients of the firm.
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.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
310698BR
Job Type
Full Time
Your role
Do you enjoy analyzing financial data to identify emerging credit risks? Are you accustomed to participating in the development of process and procedure improvements? Are you extremely interested in Commercial Real Estate markets with a high degree of detail? We are looking for someone to use their expertise to help us:
- place calls to Private Bankers and Financial Advisors to update and complete financial statement requests and loan files
- assist Portfolio Managers evaluate financial spreads, cash flow, and credit documents
- assist with the credit analysis and monitoring of complex loans to HNW and UHNW clients
- be responsible for assuring loan information systems, databases, and departmental trackers are complete and accurate
- prepare weekly, monthly, and quarterly reports for management
- recommend and implement process improvements in coordination with Portfolio Managers, department Head, and other stakeholders to improve efficiencies, timeliness of information and data accuracy
- assist in the timely transition loans from Underwriting to Portfolio Management with adherence to strict quality control parameters to ensure systems, trackers, and loan files accurately reflect approved terms and conditions, legal documentation, and file completeness
- maintain and update Borrower’s loan data in internal systems and trackers
This position is for an analyst in the Portfolio Risk Management team within the Banking Group of Global Wealth Management Americas (GWM). The Banking Americas group offers products and services to UBS Financial advisors and clients to help them meet their financial needs and goals. The products and offerings include loans to High New Worth (HNW) and Ultra High Net Worth (UHNW) clients of the firm.
Your expertise
You have:
- a university undergraduate degree – Business emphasis preferred
- 2-5 years of professional experience in financial services; preferably in lending or credit risk functions
- the ability to manage multiple tasks and deliver quality results against fast-paced project deliverable deadlines.
- strong project management and reporting skills
- strong written and verbal communication skills
- ability to work independently and as part of a team under tight deadlines
- detail oriented with exceptional organizational skills
- strong oral and written communication skills
- proficient in Microsoft Office suite of products
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.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
