Description

Job Reference #
328133BR

Business Divisions
Global Wealth Management

Your role
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? We're looking for someone like that who can:
Key Responsibilities
• 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

Detailed salary information:
• Weehawken: the salary range for this role is $105000 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.

Title
Business Reporting and Data Strategist, UBS Wealth Advice Center

City
Weehawken

Job Type
Full Time

Country / State
United States - New Jersey

Function Category
Business management, administration and support

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

Your team
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
Your experience and skills
• a university degree in an analytical field like engineering, mathematics, accounting, finance or
information technology
• ideally 5+ 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
• Proven analytical capability and ability to package information
• Have a basic understanding of the financial markets
• Strong work ethic and drive to succeed
Looking for someone who is
• A self-starter with a hands-on mentality and a passion for data and reporting in a very fast-paced,
high-profile environment
• 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
• Able to switch gears quickly from big-picture thinking to detailed execution

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 $105000 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.



Requisition #: 328133BR

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