We’re looking for a Business Analyst to:

• Lead reporting for the Regional team to assess revenue and cost trends, current and future inflows / outflows, and product-specific growth or areas of opportunity
• Support regional real estate strategy and broader business planning; assist with P&L management and controllable cost initiatives to ensure financial discipline while prioritizing growth.
• Partner with field leaders, management teams, and internal consultants to identify growth opportunities, driving client acquisition and advisor retention through targeted events and STAAT/AI tools.
• Plan internal recognition programs, external client event planning/logistics and allocation, oversee diversity & inclusion initiatives, and design sales campaigns and banking promos that advance the Firm’s strategic objectives.
• Translate key business initiatives into clear communications, presentations, business reviews, and resources that align with strategy, mobilize the field, and deliver measurable results (powerpoints, talking points, report summaries)
• Establish a regular communication cadence with AMEs, MDs, MEs to share best practices, foster peer collaboration, and increase awareness of new products and solutions.
• Support ad-hoc tasks: assist with prospect non-solicit requests, manage Advisor hire/terms tracker, create Wealth X reports, etc.

Job Reference #

327737BR

City

Philadelphia

Job Type

Full Time

Your team

You’ll be working on the Southeast Region team in Philadelphia, PA. Our Regional Team is responsible for all Business Management functions in the branch office locations across the region (including sales, finance, HR, admin, and supervisory). We work closely with leadership teams and Client Solution Center partners to drive firm strategy, grow our business, and improve services for our Advisors and clients. As a Business Analyst, you’ll play an important role in serving as the glue between the Field and Senior Leadership.

Your expertise

• ideally 1-2 years of experience in a similar role within the finance industry
• project management or strategy experience and strong organizational skills
• proficiency in Microsoft Excel, Word, and PowerPoint
• excellent written and verbal communication skills, able to tailor style to your audience
• inquisitive, able to challenge effectively and manage conflicting stakeholder needs
• ideally a bachelor’s degree or equivalent in Finance

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

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.