Nicholas P.

Nicholas P. Email and Phone Number

Data Analyst - Wealth Management, Compliance and Operational Risk @ UBS
Cary, NC, US
Nicholas P.'s Location
Cary, North Carolina, United States, United States
Nicholas P.'s Contact Details

Nicholas P. personal email

n/a
About Nicholas P.

As a Data Analyst at UBS, my role intersects finance, economics, and data science. Focused experience in data visualization and data processes optimization, leveraging investment banking compliance, Wealth Management and Asset Management expertise. Key experience with Alteryx, SQL, SharePoint, Excel and Power applications to deliver accurate and clean data, as well as enhance reporting, visualization, and improve decision-making.

Nicholas P.'s Current Company Details
UBS

Ubs

View
Data Analyst - Wealth Management, Compliance and Operational Risk
Cary, NC, US
Website:
nyftyfitness.com
Employees:
28
Nicholas P. Work Experience Details
  • Ubs
    Data Analyst - Wealth Management, Compliance And Operational Risk
    Ubs
    Cary, Nc, Us
  • Ubs
    Data Analyst - Wealth Management, Compliance & Operational Risk
    Ubs Jan 2024 - Present
    Zurich, Ch
    - Reporting under the Strategy and Analytics team, partnered with various teams within Compliance and Operational Risk to improve data processes, structure, and ad-hoc projects requiring team expertise. - Developed Power Bi dashboards supported by Alteryx that visualized locations in the United States along with various compliance factors related to those locations.
  • Credit Suisse
    Compliance Analyst
    Credit Suisse Oct 2022 - Jan 2024
    Zurich, Ch
    - Participated in the global ‘Compliance Academy’ rotational program, including mentorship, learning events, community service, and social activities. All to develop a firm understanding of holistic global investment banking. - Participated in rotations with Trade Surveillance and Asset Management Compliance.- Monitored trade process reports and escalated issues to front office. Aspects include trade modifiers, NASDAQ halts, TRACE reporting, Regulation NMS, Third Party Trade Reporting, low-tiered securities, et cetera.- Constructed macros in Excel VBA for compliance reports, reducing report turnaround, and granting numerous hours per week.- Investigated fixed income scenarios for characteristics of potential market manipulation.- Conducted quarterly analysis on State and Federal political contribution data to ensure SEC, FINRA and CFTC regulations were upheld.
  • Nixon Power Services
    Business Operations Intern
    Nixon Power Services Aug 2021 - Nov 2021
    Brentwood, Tennessee, Us
    - Developed and maintained dashboards in Power BI and Excel, pertaining to service and sales contract data supporting Aftermarket Management and the Inside Sales team. - Enhanced data metrics and visualization for work-in-progress operations and inside sales statistics, reduced turn around, as well as optimized data queries by implementing various calculations into large datasets. - Acquired exposure to information processes within Enterprise Resource Planning, along with finance, service, and sales contract data.

Nicholas P. Skills

Leadership Self Directed Learning Generally Accepted Accounting Principles Creativity Skills Corporate Finance Communications Data Entry Microsoft Powerpoint Data Analysis Managerial Finance Spreadsheets Customer Satisfaction Business Development Communication Investments Office Administration Finance Adobe Photoshop Tableau Hadoop Financial Services Financial Accounting Operational Efficiency Microsoft Office Microsoft Word Emerging Markets Microsoft Excel Embedded C Marketing Multitasking Time Management Product Management General Accounting Customer Service Financial Analysis Quantitative Finance Sql Python Adobe Premiere Pro Management Teamwork Financial Reporting Financial Statements Quantitative Research Business Management Econometrics Analytical Skills Quantitative Finance Strategy Healthcare Management Desktop Computers Deliberation Organization Skills Databases

Nicholas P. Education Details

  • University Of North Carolina At Greensboro
    University Of North Carolina At Greensboro
    Finance & Economics

Frequently Asked Questions about Nicholas P.

What company does Nicholas P. work for?

Nicholas P. works for Ubs

What is Nicholas P.'s role at the current company?

Nicholas P.'s current role is Data Analyst - Wealth Management, Compliance and Operational Risk.

What is Nicholas P.'s email address?

Nicholas P.'s email address is ni****@****sse.com

What schools did Nicholas P. attend?

Nicholas P. attended University Of North Carolina At Greensboro.

What skills is Nicholas P. known for?

Nicholas P. has skills like Leadership, Self Directed Learning, Generally Accepted Accounting Principles, Creativity Skills, Corporate Finance, Communications, Data Entry, Microsoft Powerpoint, Data Analysis, Managerial Finance, Spreadsheets, Customer Satisfaction.

Who are Nicholas P.'s colleagues?

Nicholas P.'s colleagues are Flloyd Rewa, Ethan Harro.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.