UBS

Business Reporting and Data Strategist, UBS Wealth Advice Center

UBS
North Carolina, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a strategic thinker with a passion for data analysis and reporting? Are you ready to take on a dynamic role in a leading financial institution? Look no further than UBS Wealth Advice Center! We are seeking a highly skilled Business Reporting and Data Strategist to join our team and drive data-informed decision making for our wealth advice business. In this role, you will have the opportunity to work with cutting-edge technology and collaborate with a diverse group of professionals. If you have a strong analytical mindset and a desire to make a significant impact, we want to hear from you!

  1. Develop and implement data-driven strategies to support the wealth advice business.
  2. Conduct in-depth data analysis and create comprehensive reports to identify trends and insights.
  3. Collaborate with various departments and stakeholders to understand business needs and develop reporting solutions.
  4. Utilize advanced analytical tools and techniques to drive decision making and improve business performance.
  5. Monitor and maintain data quality and accuracy to ensure reliable reporting.
  6. Stay up-to-date with industry trends and best practices in data analysis and reporting.
  7. Identify opportunities to improve data collection and reporting processes.
  8. Present findings and recommendations to senior management and key stakeholders.
  9. Work closely with IT teams to develop and maintain data infrastructure and reporting systems.
  10. Train and mentor junior team members on data analysis and reporting techniques.
  11. Communicate complex data and technical concepts to non-technical audiences.
  12. Collaborate with other business units to leverage data and insights for cross-functional projects.
  13. Proactively identify and address potential data issues or discrepancies.
  14. Drive continuous improvement by identifying and implementing process enhancements.
  15. Adhere to data privacy and security policies to ensure data protection.
Where is this job?
This job is located at North Carolina, USA
Job Qualifications

  • Strong Analytical Skills: A Business Reporting And Data Strategist At Ubs Wealth Advice Center Should Possess Exceptional Analytical Skills To Interpret Complex Data And Identify Key Insights For Decision Making.

  • Knowledge Of Business Intelligence Tools: Proficiency In Using Business Intelligence Tools Such As Tableau, Power Bi, Or Qlikview Is Necessary For Creating Visually Appealing And Actionable Reports.

  • Experience In Financial Services: A Solid Understanding Of The Financial Services Industry, Including Wealth Management And Investment Products, Is Essential For This Role To Provide Accurate And Relevant Data Insights.

  • Strategic Thinking: The Ability To Think Strategically And Identify Opportunities For Business Growth Through Data Analysis Is A Crucial Qualification For This Position.

  • Communication And Collaboration: Excellent Communication Skills And The Ability To Collaborate Effectively With Cross-Functional Teams Are Essential To Present Data Findings And Recommendations To Stakeholders At All Levels Of The Organization.

Required Skills

  • Financial Analysis

  • Data Analysis

  • Communication

  • Market Research

  • Forecasting

  • Reporting

  • Data Visualization

  • Trend Analysis

  • Business Strategy

  • Data Interpretation

  • Problem-Solving

  • Stakeholder management

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Business Reporting and Data Strategist, UBS Wealth Advice Center in North Carolina, USA is between $68,000 and $115,000 per year. This range may vary depending on factors such as experience, qualifications, and location.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeAugust 19th, 2025
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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