What are the responsibilities and job description for the Wealth Strategy Associate position at UBS?
Job Reference #
313307BR
Job Type
Full Time
Your role
Does financial modeling and analysis excite you? Are you skilled and experienced with Microsoft Excel?
The ESOP Analyst is a key member of The Capital ESOP Group. The success of the team’s ESOP business hinges on this individual’s ability to generate high-quality materials and analyses in an organized and timely manner.
The ESOP Analyst will work diligently to ensure that all ESOP-related processes and projects are completed to best suit the needs of our clients and prospects. They will also work alongside both internal and external partners, including investment banks, CPAs, and other financial advisors. We are looking for a detail-oriented individual with a high level of efficiency and strong written communication skills to fill this role. The ideal candidate would enjoy working closely with numbers and financial models. An individual in this role will benefit from being a quick learner and having a passion for supporting their team and helping business owners achieve their goals while exiting their business.
We’re looking for an ESOP Analyst to:
Your team
You'll be working in the Washington, D.C Wealth Management Office. We provide a challenging and rewarding work environment. As a Wealth Strategy Associate, you will play an important role working with a large and fast-growing team.
Your expertise
Does financial modeling and analysis excite you? Are you skilled and experienced with Microsoft Excel?
The ESOP Analyst is a key member of The Capital ESOP Group. The success of the team’s ESOP business hinges on this individual’s ability to generate high-quality materials and analyses in an organized and timely manner.
The ESOP Analyst will work diligently to ensure that all ESOP-related processes and projects are completed to best suit the needs of our clients and prospects. They will also work alongside both internal and external partners, including investment banks, CPAs, and other financial advisors. We are looking for a detail-oriented individual with a high level of efficiency and strong written communication skills to fill this role. The ideal candidate would enjoy working closely with numbers and financial models. An individual in this role will benefit from being a quick learner and having a passion for supporting their team and helping business owners achieve their goals while exiting their business.
We’re looking for an ESOP Analyst to:
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.
How We Hire
We may request you to complete one or more assessments during the application process. Learn more
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.
Salary Information
US Only: The expected salary range for this role is $55000 to $77000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
313307BR
Job Type
Full Time
Your role
Does financial modeling and analysis excite you? Are you skilled and experienced with Microsoft Excel?
The ESOP Analyst is a key member of The Capital ESOP Group. The success of the team’s ESOP business hinges on this individual’s ability to generate high-quality materials and analyses in an organized and timely manner.
The ESOP Analyst will work diligently to ensure that all ESOP-related processes and projects are completed to best suit the needs of our clients and prospects. They will also work alongside both internal and external partners, including investment banks, CPAs, and other financial advisors. We are looking for a detail-oriented individual with a high level of efficiency and strong written communication skills to fill this role. The ideal candidate would enjoy working closely with numbers and financial models. An individual in this role will benefit from being a quick learner and having a passion for supporting their team and helping business owners achieve their goals while exiting their business.
We’re looking for an ESOP Analyst to:
- Run and analyze various financial models in Microsoft Excel comparing cash flows of different sale options, evaluating margin costs, and assessing other scenarios based on individual client needs
- Analyze and interpret client account data and holdings
- Gather information relating to time-sensitive inquires regarding clients’ loans, margin costs, portfolio holdings, philanthropic wishes, and more
- Assist financial advisors in preparing data and materials for meetings with current and prospective clients
- Help develop and maintain the team’s marketing materials
- Ensure that all tasks are compliant using UBS processes, where necessary
- Record client contact and activity information in CRM
- Share thoughts/ideas in daily team meetings
- Washington: the salary range for this role is $55000 to $77000
Your team
You'll be working in the Washington, D.C Wealth Management Office. We provide a challenging and rewarding work environment. As a Wealth Strategy Associate, you will play an important role working with a large and fast-growing team.
Your expertise
Does financial modeling and analysis excite you? Are you skilled and experienced with Microsoft Excel?
The ESOP Analyst is a key member of The Capital ESOP Group. The success of the team’s ESOP business hinges on this individual’s ability to generate high-quality materials and analyses in an organized and timely manner.
The ESOP Analyst will work diligently to ensure that all ESOP-related processes and projects are completed to best suit the needs of our clients and prospects. They will also work alongside both internal and external partners, including investment banks, CPAs, and other financial advisors. We are looking for a detail-oriented individual with a high level of efficiency and strong written communication skills to fill this role. The ideal candidate would enjoy working closely with numbers and financial models. An individual in this role will benefit from being a quick learner and having a passion for supporting their team and helping business owners achieve their goals while exiting their business.
We’re looking for an ESOP Analyst to:
- Run and analyze various financial models in Microsoft Excel comparing cash flows of different sale options, evaluating margin costs, and assessing other scenarios based on individual client needs
- Analyze and interpret client account data and holdings
- Gather information relating to time-sensitive inquires regarding clients’ loans, margin costs, portfolio holdings, philanthropic wishes, and more
- Assist financial advisors in preparing data and materials for meetings with current and prospective clients
- Help develop and maintain the team’s marketing materials
- Ensure that all tasks are compliant using UBS processes, where necessary
- Record client contact and activity information in CRM
- Share thoughts/ideas in daily team meetings
- A Bachelor’s degree in a business-related field
- 1-2 years of experience in data modeling and/or analysis, ideally within the finance sector
- Strong Microsoft Office skills required (intermediate to advanced Excel user preferred)
- Cooperative and flexible team player
- Extremely detail-oriented and organized
- Ability to interact professionally with high net worth clients
- Strong written communication skills
- Strong time management skills
- Flexibility in day-to-day workflow
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.
How We Hire
We may request you to complete one or more assessments during the application process. Learn more
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.
Salary Information
US Only: The expected salary range for this role is $55000 to $77000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Salary : $55,000 - $77,000
