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Group Treasury Capital Planning and Initiatives Lead

UBS
UBS

Accounting & Finance · Full-time

India

Posted on Sep 28, 2026
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http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5155&PageType=JobDetails&jobid=351712

Group Treasury Capital Planning and Initiatives Lead

India

Finance

Group Functions

Key responsibilities

Do you thrive on solving complex balance sheet and resource allocation problems while leading high performing
teams? Are you motivated by taking ownership of critical outcomes and shaping strategic decision-making?

We are looking for someone to join our Group Treasury Financial Resource Management & Planning (FRMP) in Pune who will:
• set the strategic direction for capital, liquidity and funding planning, forecasting, pricing and optimization activities;
• take end-to-end ownership of key FRMP frameworks, ensuring robustness, transparency and alignment with UBS’ strategic objectives;
• lead complex analytical initiatives, translating regulatory, balance sheet and business developments into actionable insights;
• drive problem solving across ambiguous and fast-changing environments, balancing technical rigor with pragmatic decision-making;
• represent the FRMP function in senior governance and decision forums, clearly articulating trade-offs, risks and impacts.

Job Reference #

344170BR

City

Pune

Job Type

Full Time

The team

Group Treasury is responsible for the efficient management of the firm’s financial resources. Our mandate encompasses safeguarding the UBS’s liquidity, funding, and capital position above regulatory minimum requirements and within the risk appetite set by the Board of Directors, across the Group and key legal entities. Our mandate combines planning, forecasting, and steering of financial resources with their efficient allocation, in order to support business growth while meeting regulatory and prudential expectations.

You will be working in the Group Treasury Financial Resource Management & Planning team and collaborating
with our partner functions, developing and overseeing capital and funding plans, ensuring continuous forecasting of liquidity, funding metrics, as well as LRD, RWA and capital ratios.

Your skills and experience

• Extensive experience in resource management, capital, liquidity or funding planning within a complex financial institution.
• Strong technical expertise across balance sheet dynamics, capital and liquidity metrics, capital ratios, businesses and products.
• Deep understanding of regulatory and governance requirements impacting Treasury resource management.
• Proven track record of delivering high-impact solutions in environments with competing priorities and incomplete information.
• Decisive and accountable leader who takes ownership and drives problems to resolution.
• Comfortable balancing strategic thinking with hands-on engagement where required.
• Able to explain complex technical concepts clearly to senior, non-technical stakeholders.
• Collaborative partner who values diversity of thought and builds trust across functions.
• Resilient and adaptable, with a pragmatic mindset and a strong bias toward action.
• Excellent communication skills, both written and verbal.
• Strong problem-solving capability and sound judgment under pressure.

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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.

Group Treasury Capital Planning and Initiatives Lead | UBS - Experienced professionals - job boards