Investment Banking Operations (DOD SkillBridge Trainee)

Your teamYou will be part of a dynamic and diverse Operations team that works at the heart of our investment banking operations. Our team is dedicated to maintaining the highest standards of service and operational excellence. You will collaborate with seasoned professionals and gain invaluable insights into the processes that drive our business. The team is supportive and fosters an environment of continuous learning and development. Investment Bank Operations has multiple teams covering functions such as Securities Settlements and Transaction Processing, Corporate Actions, Regulatory Transaction Reporting, Collateral and Margin Management, Middle Office Support, Exchange Traded and OTC Derivatives, Client Onboarding and Maintenance, Client Central Services, Product Management, and Automation Center of Excellence.

Your roleAre you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry?UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be consideredAs 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.

Army: 36A, 36B, 51C, 42A, 42B92A, 35F, 25B, 92Y; Navy: LS, LSS, PS, AZ, YN, IS, IT, CWT, 3100, 1200, 1830, 1820; USMC: 3404, 3451, 3432, 3042. 0171, 0111; USAF: 6F0X1, 6C0X1, 3FR0X1, 2R2X1, 2S0X1, 3F5X1, 4A0X1, 1N0X1, 1D7X1, FMO, CO, FSO, LRO, IO; USSF: 5IXXX, 5C0X1, 5S0X1; USCG: SK, YN, IS, OS, IT.

Your expertise•Transaction Processing: Assist in processing and verifying transactions, ensuring all data is accurate and compliant with regulatory standards.•Client Support: Handle client inquiries and provide timely and accurate information to ensure client satisfaction.•Client Lifecycle Management: Collect and record client identifying details during the onboarding process and periodic client reviews throughout the client’s relationship with the Investment Bank.•Data Analytics: Maintain accurate data records, ensuring all records are current and easily accessible. Utilize data to identify trends and areas of improvement.•Reporting: Generate and analyze reports to support various departments and provide insights into operational performance.•Risk Management: Identify and mitigate potential risks in operational processes, ensuring the integrity of transactions.•Process Optimization, Automation, and Scalable Processes: Using technology to automate processes and deliver impactful improvements to how we deliver services and create time-saving efficiencies.•Collaboration: Work closely with other teams, including Compliance, IT, and Front Office, to ensure seamless operations.•Continuous Improvement: Participate in projects aimed at improving operational efficiency and implementing best practices.• You’re 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.

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