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About the Role
The Investment Bank's Global Banking department is seeking a proactive individual to support strategic initiatives, drive front-to-back controls, manage transaction pipelines, oversee approval processes and expense management, and ensure policy adherence. The role focuses on leveraging data, automation, and AI to enhance business processes and decision-making.
Responsibilities
- Assist the ANZ Global Banking business in developing and executing strategic initiatives.
- Drive front-to-back controls, identifying and addressing gaps in collaboration with control functions and the IB COO Global Banking team, with a focus on capital markets.
- Manage transaction pipeline reporting and revenue forecasting.
- Manage key Global Banking transaction approval processes.
- Oversee monthly expense processes, including AMEX.
- Responsible for key monthly business update submissions.
- Ensure policies are adhered to, reviewed, and challenged in conjunction with stakeholders.
- Help drive profitability through revenue enablement and identification of cost/efficiency opportunities.
- Leverage data, automation, and AI-enabled tools to improve business processes, reporting, and decision-making.
Requirements
- Minimum of 2 years' experience in finance, strategy, risk, compliance, operations, or a related function within financial services, or equivalent experience in a similar role.
- Detail-oriented with strong problem-solving and numerical skills.
- Minimum intermediate Excel skills, including Pivot Tables and VLOOKUPs.
- Familiarity with AI tools (e.g., Microsoft Copilot) and an interest in applying technology to improve business outcomes.
- Excellent verbal and written communication skills.
- Confidence to deal with people at all organizational levels.
- Flexible work attitude, adaptable to changing priorities, and able to remain calm under pressure.
- Highly organized with the ability to prioritize multiple competing priorities simultaneously.
- Curiosity to explore how AI can improve workflows, with sound judgment for validating outputs and aligning with policies, risk standards, and ethical use.
Skills
- Excel (Pivot Tables, VLOOKUPs)
- AI tools (e.g., Microsoft Copilot)
- Data analysis
- Automation
- Problem-solving
- Numerical skills
- Communication (verbal and written)
- Organization
- Prioritization
- Adaptability
- Attention to detail
Location
- Sydney
Work Type
- Full-time
Experience Level
- Minimum 2 years
Benefits
- Opportunities to grow
- Flexible working options
About the Company
- UBS is a leading global wealth manager and the leading universal bank in Switzerland.
- Offers diversified asset management solutions and focused investment banking capabilities.
- Headquartered in Zurich, Switzerland, with a presence in over 50 markets globally.
- Values collaboration, diversity, and putting people first.
- Utilizes artificial intelligence (AI) to work smarter and more efficiently.
Equal Opportunity
- UBS is an Equal Opportunity Employer.
- Respects and seeks to empower each individual.
- Supports diverse cultures, perspectives, skills, and experiences.
- Committed to disability inclusion and providing reasonable accommodation/adjustments during the recruitment process.