Senior Tax Overlay & Strategy Analyst

UBS; New York (NY); On-site; USD 200,000 - 250,000; Full time

Job summary

UBS is seeking a Business Analyst for the Tax Managed Overlay Team within Managed Account Solutions (MAST) in New York. The role focuses on leading the development and governance of tax-optimized overlay solutions, driving innovation and platform evolution in collaboration with Portfolio Management, Product, Technology, and business stakeholders.

Ideal candidates have extensive experience in financial services, SMA/tax optimization, and Agile practices, with a proven record of delivering process

Qualifications

• Bachelor’s/master’s degree or equivalent in banking and finance or a related field.
• Curiosity for applying AI to improve workflows with sound judgment and risk awareness.

Responsibilities

• Lead strategic development, governance, and enhancement of tax-optimized managed account solutions.
• Identify growth opportunities and deliver new capabilities for UMA and overlays.
• Partner with Portfolio Management, Product, Technology, and stakeholders to scope requirements.
• Develop project roadmaps, business cases, and implementation plans; present updates to senior leadership.
• Coordinate cross-functional delivery across Investments, Product, Technology, Operations, Compliance and Distribution.

Skills

Strategic thinking

Stakeholder management

Communication skills

Analytical skills

Agile/Scrum

Problem solving

Team collaboration

Self-motivated

Education

Bachelor's/Master's in Banking & Finance

Tools

Wealth Management Systems

Job description

UBS is seeking a Business Analyst for the Tax Managed Overlay Team within Managed Account Solutions (MAST) in New York. The role focuses on leading the development and governance of tax-optimized overlay solutions, driving innovation and platform evolution in collaboration with Portfolio Management, Product, Technology, and business stakeholders.

Ideal candidates have extensive experience in financial services, SMA/tax optimization, and Agile practices, with a proven record of delivering process