Does financial modeling and analysis excite you? Are you skilled and experienced with Microsoft Excel?

The ESOP Analyst is a key member of The Capital ESOP Group. The success of the team’s ESOP business hinges on this individual’s ability to generate high-quality materials and analyses in an organized and timely manner.

The ESOP Analyst will work diligently to ensure that all ESOP-related processes and projects are completed to best suit the needs of our clients and prospects. They will also work alongside both internal and external partners, including investment banks, CPAs, and other financial advisors. We are looking for a detail-oriented individual with a high level of efficiency and strong written communication skills to fill this role. The ideal candidate would enjoy working closely with numbers and financial models. An individual in this role will benefit from being a quick learner and having a passion for supporting their team and helping business owners achieve their goals while exiting their business.

We’re looking for an ESOP Analyst to:
• Run and analyze various financial models in Microsoft Excel comparing cash flows of different sale options, evaluating margin costs, and assessing other scenarios based on individual client needs
• Analyze and interpret client account data and holdings
• Gather information relating to time-sensitive inquires regarding clients’ loans, margin costs, portfolio holdings, philanthropic wishes, and more
• Assist financial advisors in preparing data and materials for meetings with current and prospective clients
• Help develop and maintain the team’s marketing materials
• Ensure that all tasks are compliant using UBS processes, where necessary
• Record client contact and activity information in CRM
• Share thoughts/ideas in daily team meetings

Detailed salary information:
• Washington: the salary range for this role is $55000 to $77000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.