Reporting and Automation Analyst
UBS
4 - 6 years
Mumbai
Posted: 11/08/2025
Job Description
Your role
Are you passionate about data? Are you looking to drive key product and regulatory initiatives across banking products such as SBL, Mortgages, Cards and Deposits? We are looking for someone like that who will analyze product, Financial Advisor and client data, support product development, drive/support revenue-generating initiatives and work very closely with product management, control and support partners.
Key competencies and responsibilities include:
• Develop data-driven business insights and analytics to drive growth within Banking
• Key contributor to strategic initiatives and part of a team that works on business growth development initiatives
• Deliver insights and segmentation by leveraging various internal and external data to grow market share of banking products and services and support strategic banking decision making
• Use product/financial SME to demonstrate through reporting and analyses how the product area drives profitability and work to develop strategies to enhance revenues
• Develop and assist in various reporting initiatives and data analytics on banking initiatives
• Take an ownership role in product data capabilities and work within the team and with partners to ensure sound data governance and development frameworks
• Analyze complex business problems and issues using data from internal and external sources to provide insight to decision-makers
• Identify and interpret trends and patterns in datasets to construct recommendations for strategic/tactical sales plans
Your team
The Reporting and Automation Analyst is part of the Chief Administrative Office (CAO) within UBS Wealth Management Banking
Your expertise
]• 2 – 4 years of experience in financial services
• Excellent problem solving and analytical skills, detail-oriented, project management skills and effectively work with cross-functional team
• Advanced Microsoft Excel and PowerPoint
• Knowledge of SAS / SQL / Alteryx / PowerBI / R / Python
• Highly motivated, ambitious and hard-working
• Strong communicator that possesses strong verbal and written skills
• Team player that has the ability to contribute within a highly collaborative team setting
• Highly organized and have the willingness to remain responsive and flexible in a dynamic environment
About Company
UBS (Union Bank of Switzerland) is a global financial services company headquartered in Zurich, Switzerland. It operates in over 50 countries, offering wealth management, investment banking, asset management, and retail banking services. UBS is particularly known for serving high-net-worth and ultra-high-net-worth clients, as well as providing advisory and capital markets services to corporations, institutions, and governments.
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