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 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 $68000 to $75000
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.

Job Reference #

324546BR

City

Washington

Job Type

Full Time

Your team

You’ll be working within a Washington, D.C. WMA branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of
ultra-high net worth and high-net worth individuals and families.

Your expertise

• A Bachelor’s degree in a business-related field
• 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

Qualified candidates will start the process by answering a few written questions from the team via email. If there are grounds to move forward, future interviews will include video conference calls and at least one in-person interview in our Washington, DC office. Candidates may be asked to take a DISC assessment. This position will require a background check and writing sample. This role requires attendance in-office 5 days a week.

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.

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 $68000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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.

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.