Wealth Strategy Associate - Military Veterans
at UBS Financial Services, Inc.
Does financial modeling and analysis excite you? Are you skilled and experienced with Microsoft Excel?
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 both internal and external partners, including investment banks, CPAs, and other financial advisors. We are looking for a detail-oriented individual with a high level of efficiency and strong written communication skills to fill this role. The ideal candidate would enjoy working closely with numbers and financial models. 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
• 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
• Help develop and maintain the team’s marketing materials
• Ensure that all tasks are compliant using UBS processes, where necessary
• Record client contact and activity information in CRM
• Share thoughts/ideas in daily team meetings
Detailed salary information:
• Washington: the salary range for this role is $55000 to $77000
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.
Washington, DC
At UBS Financial Services, we appreciate our veterans and are committed to providing opportunities in Financial Services. That‘s why we‘re interested in meeting talented individuals like you for our customized post-military programs!
Veterans Associate Program (VAP):
- 22-Week Internship in-person NYC/NJ (Application window is now closed)
- Provide tailored training, development, networking and mentoring opportunities for degreed transitioning veterans
- Divisionally aligned rotations across Global Wealth Management, the Investment Bank and Asset Management
- Key hiring areas: Global Wealth Management, Investment Banking, Asset Management
Enlisted Veterans Apprenticeship Program (EVAP):
- Provide tailored training and development for transitioning veterans pursuing their degree
- Full time apprenticeship across Wealth Advice Center and Group Functions
- Key hiring areas: Wealth Advice Center, Risk, Compliance, Wealth Management Operations, Investment Bank Operations and Corporate Functions opportunities.
Military Spouse Program
- Provide hybrid and remote full-time opportunities to the spouses of active-duty service members
- Tailored training and development for military spouses
- Opportunities across all business divisions
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Apply today!