FAQs
What is the job title for this position?
The job title for this position is Wealth Strategy Associate, specifically as an ESOP Analyst.
What are the primary responsibilities of the ESOP Analyst?
The primary responsibilities include running and analyzing financial models in Microsoft Excel, interpreting client account data, gathering information on time-sensitive inquiries, assisting financial advisors with meeting preparations, developing marketing materials, ensuring compliance with UBS processes, recording client activity in CRM, and sharing ideas in team meetings.
What qualifications are required for this role?
A Bachelor’s degree in a business-related field and 1-2+ years of experience in data modeling and/or analysis, ideally within the finance sector, are required. Strong Microsoft Office skills, particularly in Excel, are also necessary.
Is experience in finance necessary for this position?
Yes, experience in data modeling and/or analysis ideally within the finance sector is preferred.
What skills are deemed important for the ESOP Analyst?
Important skills include detail orientation, strong written and communication skills, professionalism when interacting with high net worth clients, strong time management abilities, and flexibility in day-to-day workflow.
What is the salary range for this position?
The salary range for this role is $55,000 to $77,000, depending on factors such as experience, qualifications, education, location, and skill level.
How does the hiring process work for this role?
Qualified candidates will start the process by answering a few written questions via email. If selected to move forward, interviews will include video conference calls and at least one in-person interview at the Washington, DC office. Candidates may also need to take a DISC assessment, and a background check and writing sample will be required.
Is the company open to flexible working arrangements?
Yes, UBS embraces flexible ways of working when the role permits, including part-time, job-sharing, and hybrid (office and home) working arrangements.
Does the role involve working with external partners?
Yes, the ESOP Analyst will work alongside both internal and external partners, including investment banks, CPAs, and other financial advisors.
What kind of work environment can one expect at UBS?
UBS provides a challenging and rewarding work environment with the opportunity to work within a large and fast-growing team in the Washington, D.C. Wealth Management Office.