Job Reference #

325482BR

Job Type

Full Time

Your role

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:

Detailed salary information:

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 .

Your team

Your expertise

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. 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.

Salary Information

US Only: The expected salary range for this role is $65000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

UBS

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