Business Analyst

UBS•New York, NY

10d•$200,000 - $250,000•Remote

About The Position

We’re looking for a Business Analyst within the Tax Managed Overlay Team, part of the Managed Account Solutions Team (MAST) to lead the strategic development, governance, and enhancement of tax-optimized managed account solutions, driving innovation, operational scalability, and platform evolution through close partnership with Portfolio Management, Product, Technology, and key business stakeholders. Responsible for identifying growth opportunities, delivering new capabilities, and advancing the firm's managed account strategy, including overlay management and the transition toward UMA solutions.

Requirements

Ideally 10+ years line or project management experience within financial services
In-depth knowledge of tax managed SMA’s, optimization techniques/vendors and risk models
Good understanding of operational and investment processes including SMAs and/or Wealth Management systems
Demonstrated process optimization experience (Lean or Six Sigma knowledge and skills are a plus)
Project management experience using Agile/Scrum methodologies
Track record of contributing to and leading change initiatives
Excellent written and verbal communication skills, with the ability to adapt messaging to diverse audiences
Naturally inquisitive, able to challenge effectively and manage conflicting stakeholder needs
Strong analytical, communication and facilitation (workshops) skills
Able to collaborate at all levels within the organization
Great communicator, comfortable interacting with colleagues at all levels
Solid organizational skills, known for hitting deadlines
Self-motivated and proactive, with the ability to work independently and take initiative
Bachelor’s/master’s degree or equivalent in banking and finance or a related field
Curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

Nice To Haves

Lean or Six Sigma knowledge and skills are a plus

Responsibilities

Championing transformational change and continuous improvement by identifying opportunities to enhance client experience, operational effectiveness, and platform scalability.
Drive innovation initiatives by partnering with Portfolio Managers, Product Management, Technology, and key stakeholders to identify, assess, and scope requirements.
Monitor industry trends, competitor offerings, and emerging developments.
Collaborate with Portfolio Managers and cross-functional teams to streamline processes, enhancing operating models, improving scalability, and increasing organizational efficiency.
Evaluate alternative approaches, and recommend improvements to investment outcomes.
Coach on tools and methods for improving efficiency and effectiveness.
Seek opportunities to expand this process across the broader SMA business.
Lead the development and implementation of overlay management capabilities across third-party strategies, supporting the strategic evolution toward Unified Managed Accounts (UMA) and broader managed account platform objectives.
Oversee the governance and oversight of tax-optimized investment models, ensuring adherence to internal model governance standards, risk controls, and regulatory requirements.
Assess alternative risk models for improvements in efficiency, cost and client outcomes.
Develop and maintain project roadmaps, business cases, and implementation plans to support strategic initiatives and product enhancements.
Establish clear project governance, track milestones, manage dependencies, and proactively mitigate delivery risks and issues.
Prepare and present progress updates, recommendations, and business outcomes to senior leadership.
Coordinate cross-functional delivery efforts across Investments, Product, Technology, Operations, Compliance, and Distribution teams to ensure successful execution of key initiatives.