Collateral specialist

Job Description

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 Collateral Management are a global function with a presence in London, US and APAC. Were 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 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