UBS
Business Analyst
UBS, Los Angeles, California, United States, 90079
Job Reference #283571BRJob TypeFull TimeYour roleAre you skilled in Financial Planning and Business Analysis that enables change and enhancements? Do you have the proven ability to analyze processes, products and service?
We’re looking for a Business Analyst for our Financial Planning team to:participate in Financial Plan presentations and reviews to present planning concepts and analyses to clientsprovide an accurate summary of clients' personal information, current financial position, and asset allocationcreate financial planning reports/analyses utilizing MoneyGuidePro, NaviPlan and other planning toolsreview and summarize insurance details, estate plan details, tax return details, and liability detailsidentify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning teamparticipate in the research and response of general to more complex technical planning inquiries from Advisors and other team membersrecord notes and pertinent details regarding client communications, inquiries, and actions related to the planning request as necessaryYour teamUBS is one of the largest wealth management firms in the world with $2.6 trillion in assets under management. Our team, Wise River Advisors, is one of the largest teams at UBS with approximately $6 billion in assets under management. We focus exclusively on the comprehensive wealth management and investing needs of ultra-affluent individuals and families, corporations, endowments, and foundations with investable assets over $20 million. The team has developed a process that leverages the unique talents and experiences of each team member as well as the vast resources of UBS. Each member of the team has a clearly defined role and specific expertise that contributes to the overall business.Your expertise
ideally 5-7 years of experience in a similar role within the financial sectorexcellent written and verbal communication skills, able to tailor style to your audienceproficient with Microsoft Office Suite or related softwareproficiently uses financial planning technologyadvanced designations: CFPAbout UsUBS 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 usAt 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.Disclaimer / Policy StatementsUBS 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 ComebackWe are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.Salary InformationCA, CO, WA and NY based roles: The salary range for this role is $140,000 to $190,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
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We’re looking for a Business Analyst for our Financial Planning team to:participate in Financial Plan presentations and reviews to present planning concepts and analyses to clientsprovide an accurate summary of clients' personal information, current financial position, and asset allocationcreate financial planning reports/analyses utilizing MoneyGuidePro, NaviPlan and other planning toolsreview and summarize insurance details, estate plan details, tax return details, and liability detailsidentify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning teamparticipate in the research and response of general to more complex technical planning inquiries from Advisors and other team membersrecord notes and pertinent details regarding client communications, inquiries, and actions related to the planning request as necessaryYour teamUBS is one of the largest wealth management firms in the world with $2.6 trillion in assets under management. Our team, Wise River Advisors, is one of the largest teams at UBS with approximately $6 billion in assets under management. We focus exclusively on the comprehensive wealth management and investing needs of ultra-affluent individuals and families, corporations, endowments, and foundations with investable assets over $20 million. The team has developed a process that leverages the unique talents and experiences of each team member as well as the vast resources of UBS. Each member of the team has a clearly defined role and specific expertise that contributes to the overall business.Your expertise
ideally 5-7 years of experience in a similar role within the financial sectorexcellent written and verbal communication skills, able to tailor style to your audienceproficient with Microsoft Office Suite or related softwareproficiently uses financial planning technologyadvanced designations: CFPAbout UsUBS 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 usAt 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.Disclaimer / Policy StatementsUBS 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 ComebackWe are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.Salary InformationCA, CO, WA and NY based roles: The salary range for this role is $140,000 to $190,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
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