Deposits Product Analyst at UBS Group AG
UBS Group AG · Weehawken, United States Of America · Onsite
- Professional
- Office in Weehawken
Your role
• Execute on business and operational processes by developing and maintaining trackers and conducting analyses and collaborating with numerous stakeholders across the firm
• Manage escalation and operational product processes including communicating with Financial Advisors, support staff, Operations and servicing teams
• Review processes and recommend options for improvement and streamlining to improve efficiencies
• Develop and maintain dashboards to monitor product and process performance and key metrics
• Assist with rigorous testing and validation processes to maintain high product and process quality and reliability
• Analyze large data sets and use visualization tools for various analysis including flows of balances, client behavior, pricing and sales opportunities
• Conduct data analysis to uncover insights, build narratives, and support decision-making using Excel and willingness to learn programming and statistical tools (e.g., R, Python, SQL).
• Demonstrate intellectual curiosity and a proactive approach to problem-solving by exploring data deeply and identifying opportunities for improvement.
• Take ownership of tasks with a hands-on attitude, including data cleaning, validation, and collaboration across teams to deliver impactful results
• Assist with project management on rollouts and initiatives across the deposit product lifecycle and actively participate in designing new solutions, including requirements gathering, testing and managing rollouts to clients and the field; focus on internal channels as well as external channels, such as web
• Partner with internal business partners (Legal, Compliance, marketing, Risk, IT etc.) on various product and process related tasks
• Speak to Financial Advisors and private bankers to provide product support, answer product-related questions and gather feedback
• Generate high-quality work with attention to detail
• Demonstrate:
o Basic knowledge of wealth management products, particularly bank deposits
o Proficiency with Microsoft Office applications with a specific focus on Excel and PowerPoint
o Strong problem-solving skills
o A positive client and employee experience
Detailed salary information:
• Weehawken: the salary range for this role is $80000 to $100000
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.
• Manage escalation and operational product processes including communicating with Financial Advisors, support staff, Operations and servicing teams
• Review processes and recommend options for improvement and streamlining to improve efficiencies
• Develop and maintain dashboards to monitor product and process performance and key metrics
• Assist with rigorous testing and validation processes to maintain high product and process quality and reliability
• Analyze large data sets and use visualization tools for various analysis including flows of balances, client behavior, pricing and sales opportunities
• Conduct data analysis to uncover insights, build narratives, and support decision-making using Excel and willingness to learn programming and statistical tools (e.g., R, Python, SQL).
• Demonstrate intellectual curiosity and a proactive approach to problem-solving by exploring data deeply and identifying opportunities for improvement.
• Take ownership of tasks with a hands-on attitude, including data cleaning, validation, and collaboration across teams to deliver impactful results
• Assist with project management on rollouts and initiatives across the deposit product lifecycle and actively participate in designing new solutions, including requirements gathering, testing and managing rollouts to clients and the field; focus on internal channels as well as external channels, such as web
• Partner with internal business partners (Legal, Compliance, marketing, Risk, IT etc.) on various product and process related tasks
• Speak to Financial Advisors and private bankers to provide product support, answer product-related questions and gather feedback
• Generate high-quality work with attention to detail
• Demonstrate:
o Basic knowledge of wealth management products, particularly bank deposits
o Proficiency with Microsoft Office applications with a specific focus on Excel and PowerPoint
o Strong problem-solving skills
o A positive client and employee experience
Detailed salary information:
• Weehawken: the salary range for this role is $80000 to $100000
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.
City
Weehawken
Job Type
Full Time
Country / State
United States - New Jersey
Function Category
Product Management and Development
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. 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.
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
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
The Deposits Product Analyst will be a member of the Deposits Product Management team, which is responsible for managing the Wealth Management USA Deposits offering.
Your expertise
• A university degree
• Proficient with Microsoft, specifically Excel and PowerPoint
• Wealth Management, Retail Banking, Commercial Banking, or Private Banking knowledge preferred
• General banking/deposits product knowledge preferred
• An excellent communicator (oral and written) and possess solid organizational skills
• Detail-oriented and careful about quality of work
• Able to:
o Build and maintain strong relationships with our Field partners
o Demonstrate positive initiative and leadership
o Communicate and set expectations appropriately to management
o Manage issues through to resolution and have difficult conversation
• Proficient with Microsoft, specifically Excel and PowerPoint
• Wealth Management, Retail Banking, Commercial Banking, or Private Banking knowledge preferred
• General banking/deposits product knowledge preferred
• An excellent communicator (oral and written) and possess solid organizational skills
• Detail-oriented and careful about quality of work
• Able to:
o Build and maintain strong relationships with our Field partners
o Demonstrate positive initiative and leadership
o Communicate and set expectations appropriately to management
o Manage issues through to resolution and have difficult conversation
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.
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
US Only: The expected salary range for this role is $80000 to $100000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
