IB Operations (DOD SkillBridge Trainee)

UBS•Nashville, TN

About The Position

As an Operations Associate in our Investment Bank, you will play a crucial role in ensuring the smooth execution of daily operations. You will assist in managing the transactional processes, ensuring accuracy and efficiency, and supporting various departments within the bank. In Operations, we work hand-in-hand with our business partners to deliver best-in-class services. With our clients at the heart of everything we do, we strive to deliver best results for our clients and recognize that the key to our success is continuously building our relationships with our clients. This role is designed to provide you with a broad understanding of the operational functions and to prepare you for a thriving career in investment banking.

Requirements

Currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry.
Approved for DOD SkillBridge.

Nice To Haves

Experience in Securities Settlements and Transaction Processing.
Experience in Corporate Actions.
Experience in Regulatory Transaction Reporting.
Experience in Collateral and Margin Management.
Experience in Middle Office Support.
Experience with Exchange Traded and OTC Derivatives.
Experience in Client Onboarding and Maintenance.
Experience in Client Central Services.
Experience in Product Management.
Experience with Automation Center of Excellence.

Responsibilities

Assist in processing and verifying transactions, ensuring all data is accurate and compliant with regulatory standards.
Handle client inquiries and provide timely and accurate information to ensure client satisfaction.
Collect and record client identifying details during the onboarding process and periodic client reviews throughout the client’s relationship with the Investment Bank.
Maintain accurate data records, ensuring all records are current and easily accessible. Utilize data to identify trends and areas of improvement.
Generate and analyze reports to support various departments and provide insights into operational performance.
Identify and mitigate potential risks in operational processes, ensuring the integrity of transactions.
Using technology to automate processes and deliver impactful improvements to how we deliver services and create time-saving efficiencies.
Work closely with other teams, including Compliance, IT, and Front Office, to ensure seamless operations.
Participate in projects aimed at improving operational efficiency and implementing best practices.
Explore how AI can improve how we build, deliver, and optimize workflows, validating outputs and aligning with policies, risk standards, and ethical use.