Wealth Strategy Associate

6 days ago

Washington, United States UBS Full time
Your role

Does financial modeling and analysis excite you? Are you skilled and experienced with Microsoft Excel?

We're looking for a Wealth Strategy Associate to:
•Run customized cash flow models to illustrate different exit strategies to business owners
•Analyze and interpret client account data and holdings
•Assist financial advisors in preparing 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

Your team

Washington DC: The salary range for this role is $55,000 to $77,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.

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

• series 7 and 66 licenses (for registered CSAs only)
• ideally 1-2+ years of experience in data modeling and/or analysis, ideally within the finance sector
• bachelor's degree or equivalent, focusing on Business Management or Finance
• excellent communicator, with strong interpersonal skills
• detail oriented (nothing gets past you)
• excellent in Microsoft Office Suite

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.

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.

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