Collateral specialist

Job Reference #
320344BR

Job Type
Full Time

Your role
In IB Operations we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must:

• Deliver excellence
• Support digital transformation
• Put clients first. Build a high level of trust and partnership with clients

We're looking for an Associate Director to:

Work across teams and functions driving Digital transformation within Collateral Operations team

• Lead digital transformation initiatives across operational and risk management functions, aligning with strategic business goals
• Track and report on KPIs, Efficiency & Risk objectives for digital initiatives, ensuring alignment with business objectives
• Drive the adoption of emerging technologies and automation tools to modernize legacy systems and workflows
• Collaborate with stakeholders to identify process inefficiencies and recommend data-driven improvements
• Lead and support change management initiatives, ensuring smooth adoption of new processes and tools
• Drive Six Sigma, Kaizen and other continuous improvement methodologies to enhance operational efficiency
• Design and implement DIY automation solutions using tools like Alteryx, Tableau and Power BI to streamline reporting and data workflows
• Develop and maintain dashboards and visualizations to support decision-making and regulatory reporting
• Manage cross-functional teams and vendors to ensure timely and effective delivery of transformation projects
• Lead and partner with automation team driving conventional, generative & agentic AI projects
• Foster a culture of innovation and continuous improvement through training, workshops, and stakeholder engagement
• Act as a liaison between business and technology teams to translate business needs into technical requirements
• Monitor industry trends and regulatory changes to ensure compliance and proactive risk management

Your team
Collateral Management are a global function with a presence in London, US and APAC. We're responsible for the delivery of collateral and margin management for UBS investment bank across all product lines. This helps mitigate credit risk exposure that UBS or our counterparties face and increasingly impacts the regulatory capital that UBS has to hold and the bank's overall cost of funding

Your expertise

• Proven experience in business process analysis, documentation, and process re-engineering
• Expertise in process improvement methodologies, especially Lean Six Sigma (Green Belt or higher preferred)
• Proficiency in automation and analytics tools:
• Alteryx (workflow design, data blending, automation)
• Power BI (dashboard creation, DAX, data modelling)
• Excellent stakeholder management and leadership skills
• Strong analytical mindset with a focus on innovation and operational excellence
• Ability to work in a face faced dynamic business environment with multiple stakeholders to achieve transformation objectives
• 8+ years in transformation or similar role in global bank or business consulting organization
• Experience in driving change projects, data analytics, AI or business process transformation
• Proven track record of achieving transformation targets and cost savings for the organization

Certifications (Preferred):

• Lean Six Sigma Certification
• Certified Business Analysis Professional (CBAP) or equivalent
• Alteryx Designer Core Certification
• Microsoft Power BI Data Analyst Associate
• Azure AI Fundamentals

About Us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

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. 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.

Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your Career Comeback
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