United States - Tennessee

Investment Banking

Investment Bank

Your role

Are you solution-oriented, self-motivated, detail-focused, and driven, with the ability to make informed decisions based on your own analysis?
In this role within the IB Business Risk Management – Travel and Expense Team, you will:

•manage day-to-day Travel and Expense operations, prioritizing requests and ensuring timely delivery of business objectives
•review, process, and approve employee expense reports while ensuring compliance with company policies and controls
•provide exceptional employee support by resolving inquiries, troubleshooting issues, and guiding expense report submissions
•educate employees on Travel and Expense policies while communicating updates and policy changes effectively
•partner with team members and control functions to review expense claims and support governance requirements
•ensure assigned tasks are completed accurately, on time, and aligned with team priorities and service standards.
•identify and implement process improvements, leveraging automation, AI, and technology to enhance efficiency and employee experience
•support reporting and business insights by analyzing trends, monitoring performance, and driving continuous improvement opportunities

Job Reference #

340715BR

City

Nashville

Job Type

Full Time

Your team

You will join the Travel and Expense Team in Nashville, TN, which plays a critical role in ensuring employees have a seamless experience managing travel arrangements and expense reporting. Our focus on detail and compliance supports the success and reputation of UBS.

Your expertise

•ideally 0-2+ years of experience in financial services, operations, administration, employee support, or a business management support role.
•strong communication, customer service, and interpersonal skills
•ability to manage multiple priorities and meet deadlines in a fast paced environment
•strong problem solving, organizational, and attention to detail skills
•interest in process improvement, automation, and operational efficiency
•curiosity and willingness to explore AI and technology driven solutions
•proficiency in Microsoft Excel, PowerPoint, and Word
•experience with Concur, Power BI, Alteryx, or other automation tools is a plus
•you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.