Senior Data Analyst and Product Manager

UBS

New York, NY

Full Time

Senior

135k-175k

18 days ago

Job Description

About the Role

The role of Senior Data Analyst and Product Manager is based in New York within UBS's global Wealth Management division. The position involves leading data storytelling initiatives, developing impactful visualizations and reporting solutions using Power BI for the Ultra High Net Worth (UHNW Plus) client segment, and acting as a liaison between global analytics teams and local stakeholders. The candidate will support business decision-making at a senior level and contribute to the evolution of data products and insights for the UHNW Plus segment.

Key Responsibilities

Lead initiatives to improve data storytelling and deliver high-quality actionable insights tailored for executive consumption.
Drive the design, development, and delivery of impactful data visualizations and reporting solutions using Power BI for UHNW Plus clients.
Own and enhance the product lifecycle of dashboards and analytical tools to support business decision-making at a senior level for UHNW Plus.
Drive UHNW Plus business steering evolution with cross-functional team members and define and prioritize new features.
Develop an operating model for demand management in the US.
Co-develop a clear business and client insights product vision, strategy, and roadmap for UHNW Plus.
Act as the key liaison between global analytics teams and local U.S. stakeholders, aligning data insights to strategic priorities.
Ensure the quality, compliance, and service readiness of the product, including technical and non-functional requirements.

Requirements

Ideally 5+ years of experience in data analysis, business intelligence, or analytics product management, preferably within financial services or wealth management.
Deep expertise in Power BI, including DAX, data modeling, and advanced visualization techniques.
Proven ability to translate complex data into clear, actionable insights for technical and non-technical audiences.
Strong communication and stakeholder management skills, with experience in a global matrix environment.
Familiarity with UHNW/HNW client segment data, KPIs, and industry standards is a plus.

Nice to Have

Experience working with UHNW/HNW client segment data and KPIs.

Qualifications

Educational background or certifications in data analysis, business intelligence, or related fields (implied by experience requirements).

Benefits & Perks

Competitive salary range of $135,000 to $175,000 based on experience and qualifications.
Discretionary incentive compensation.
Flexible working options.
Inclusive culture supporting diversity and disability inclusion.
Opportunities for growth within a global organization.

Working at UBS

UBS is committed to diversity, inclusion, and empowering its employees. The company values collaboration, continuous learning, and putting people first. UBS fosters an inclusive environment that supports flexible working arrangements and recognizes the importance of diverse perspectives and experiences in driving success.

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