Portfolio Risk Analyst

Your role

The Global Wealth Management Banking Americas group offers products and services to UBS Financial advisors and clients to help them meet their financial needs and goals. The products and offerings include loans to High New Worth (HNW) and Ultra High Net Worth (UHNW) clients of the firm. The Credit Risk Manager role is part of the team’s 1st line of defense support.

• Lead Mumbai Lending team to support onshore team in managing a portfolio of loans to HNW and UHNW clients consisting of various collateral types including but not limited to Marketable Securities, Private Equity, Hedge Funds, LP interests, and Unsecured
• Assist in preparing high quality credit presentations within defined periodic review due dates that accurately summarize the loan purpose, terms and conditions, sources of repayment, risks, credit strengths and weaknesses
• apply financial principles, theories, concepts, and techniques to analyze information and loan collateral in accordance with policies, procedures, and industry practice
• keep current on major developments and changes in market and client financial condition to identify and escalate potential negative trends that could lead to the deterioration of credit quality and internal ratings
• maintain and update borrower’s loan data in internal systems and trackers
• participate in the development and ongoing updates to process and procedure documents

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Your team

You will be part of the Global Wealth Management Banking Americas Chief Administrative Office.

Your expertise

• university undergraduate degree
• ideally 7+ years of experience in a lending in a regulated environment (preferably within the Private Banking space)
• strong understanding of the HNW/UHNW business or ability to learn quickly
• demonstrated strong risk and program management skills with the ability to demonstrate a control mind-set
• proficiency in Microsoft Office suite of products
• ability to deliver quality results against fast-paced project deliverable deadlines
• experience writing credit presentations, policies, procedures, and responses to audit/regulatory inquiries
• ability to work very well with others as the role requires close coordination with all product, operations, sales, legal, compliance, and support units, as well as external vendors and affiliates
• excellent written and oral communication skills; strong organizational skills
• detail oriented and careful about quality of work
• expert problem-solver
• ability to produce professional-looking presentations and reports

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.