
Equity Associate Plan Manager, Workplace Wealth Solutions
at UBS
Posted 4 hours ago
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** Equity Associate Plan Manager, Workplace Wealth Solutions ** - Manage equity plans, wealth solutions. Conduct financial analysis, credit risk assessment for structured loan transactions. Collaborate with Credit Officer in underwriting, decision-making. Perform due diligence, analyze credit risks, and draft credit memos. Essential skills: Financial modeling, risk analysis, independent work, strong analytical mindset. Requires 3-5 years of relevant experience in finance or related field. UBS offers empowered, challenging environment valuing excellence.
| Are you someone who enjoys financial analysis and detecting potential risks in structured loan transactions? Do you like working in an environment where empowerment, challenge and excellence are highly valued? We are looking for someone like this to: - Be a Credit Analyst for Structured Collateralized Lending transactions: be involved alongside the Credit Officer in the underwriting, recommendations and the decision-making processes - Independently analyze credit risks and engage with the front office to ensure transactions are consistent with UBS's underwriting risk appetite - Show the ability to work autonomously through the extensive Due Diligence process, identifying key business drivers, specific risk issues, actively challenging during due diligence calls, and highlighting any information gaps to the business teams - Perform fundamental financial analysis for prospective collateralized transactions and corporate borrower's (covering financial, commercial, legal, tax, environmental & structuring) - Demonstrate full understanding of financial modelling, working on the production of Base and Downside cases ensuring that they reflect all key drivers and the due diligence findings - Contribute actively to a written credit memo for CRC Senior Management - Assign risk ratings and loss given default designation, prepare reporting deliverables to track limit utilization | Show more Credit Analyst - Structured Lending |
