- Junior
- Optionales Büro in Washington
Your role
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 and communicate frequently with both internal and external partners, including investment banks, CPAs, and other financial advisors. We are looking for a detail-oriented, highly efficient individual with strong verbal and written communication skills to fill this role. The ideal candidate would enjoy working closely with numbers and financial models on a daily basis. 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
• Explain the intricacies and outcomes of different Excel financial models to teammates in preparation for client/prospect meetings
• 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
• Ensure that all tasks are compliant using UBS processes, where necessary
• Record client contact and activity information in CRM
• Share ideas and updates in daily team meetings
Detailed salary information:
• Washington: the salary range for this role is $65000 to $85000
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.
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We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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Your team
Your expertise
• 1-2+ years of experience in data modeling and/or analysis, ideally within the financial 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 and verbal communication skills
• Strong time management skills
• Flexibility in day-to-day workflow
About us
We have a presence in all major financial centers in more than 50 countries.