UBS Financial Services

Philadelphia, PA, 19133, USA

Title Job Reference # 51150BR Location United States - Pennsylvania City Philadelphia Function Category Operations Business Divisions Wealth Management Americas Job Type Full Time About UBS UBS is a client-driven global financial services firm. Our Wealth Management Americas business division offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. UBS is one of the world's leading wealth management businesses, Switzerland's leading retail and commercial bank, and one of the largest private client businesses in the USA. By combining your talent with our strength, we can achieve great results. Description Job Summary and Mission:
As a Branch Analyst, you coordinate fee-based activities of the Branch, including but not limited to increasing the net new assets in the fee-based platforms. You report into the Sales Manager with Regional DMAC input. Key Responsibilities:
. Drive dramatic and sustained growth for fee-based businesses in the branch. . Through BI . Drive branch fee-based revenue . Drive key ACS initiatives:
. ACCESS, MAC, PWS, PACE, InsightOne, DRS . FGA, and the Advisor . Rainmaker . As well as new products and/or services . Partner with Financial Advisors . To provide expertise on money managers within fee-based platform to create client appropriate proposals . On conference calls to deliver a tailored suite of ICS solutions. . Asset Retention through Performance Reporting, Investment Evaluation and Account Analysis . PMR, OPR, QPR . InsightOne Guidelines Violations . Provide product and manager updates, as well as introduce new ACS products and capabilities to the Branch Manager and Financial Advisors . ACCESS/MAC manger Updates . Strategic Advisor Rollout . New PACE Rollout . Partner with the Branch Manager in their recruiting efforts . Manager Conversion Scenarios Requirements . Understanding of all ACS Products and Services including the compliance policies and procedures related to such products. . Requires an in depth knowledge of performance measurement & attrition, Risk Measurement (includes total risk, qualitative risk:
variance, semi-variance, Sharpe Ratio, Alpha, Beta, Treynor Ratio, Sortino Ratio, Information Ratio) & Modern Portfolio Theory, calculation of historical returns, expected returns, portfolio rebalancing & its effects, standard deviation time weighted returns, benchmark returns, style analysis, variance, semi-variance, efficient asset selections (correlation:
positive, zero & negative). . Systems knowledge specifically but not limited to the PACE System, Business Intelligence, Investment Strategy Review, FGA, WM Tools, Informa PSN and Performance Reporting Systems . Organizational skills. . Ability to work on several projects successfully at a given time . Series 7 and 66 Our Offering UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual. It starts with you We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you. Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.

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