Ben Levy

Ben Levy

Business Analyst @ UBS

About Ben Levy

Ben Levy is a Business Analyst with extensive experience in the financial sector, currently working at UBS Wealth Management since 2016. He has held various interim positions at notable institutions, including Credit Suisse, UBS Investment Bank, and Deutsche Börse, and specializes in US tax regulations affecting non-resident aliens.

Work at UBS

Ben Levy has been employed at UBS Wealth Management since 2016, serving as a Business Analyst for eight years in the Zürich Area, Switzerland. He has also held interim positions at UBS Wealth Management, including a seven-month role from 2010 to 2011 and a four-month role in 2015. His responsibilities include specifying requirements and changes within Wealth Management Systems, focusing on both the European and APAC regions.

Previous Experience at Credit Suisse

Levy worked at Credit Suisse as a Business Analyst - Interim for a total of 16 months across two separate periods. His first tenure was from 2005 to 2006 for one year in Zurich, and he returned for a four-month interim role in 2014. His experience at Credit Suisse contributed to his expertise in business analysis within the financial sector.

Education and Expertise

Ben Levy studied Economics at the University of Hull, earning a BSc(Hons). He also studied Middle Eastern Politics and Hebrew at WUJS, achieving a Diploma. His expertise includes extending US tax liabilities to Non-Resident Aliens trading in derivative contracts and analyzing requirements related to the FATCA workstream, specifically focusing on regulation 871(m) of the US Tax Code.

Background in Business Analysis

Levy has a diverse background in business analysis, having worked for several financial institutions. His roles include positions at Deutsche Börse, Barclays Capital, and Fortis Bank, among others. He has experience with various analytical tools and technologies, including VMS, UNIX, Oracle Toad, and SQL, and is skilled in using Use-Cases, VISIO, Rational Rose, and Requisite Pro.

Multicultural Work Environment

Ben Levy is known for establishing strong working relationships in multicultural environments. His experience spans various business functions, allowing him to effectively collaborate with diverse teams. This ability is particularly valuable in the global financial services industry, where cross-regional cooperation is essential.

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