Alexander Graf
Business Intelligence Specialist at UBS— Zurich
Banking operations, data analytics & compliance. Led the resolution of 2,000+ exception cases during the UBS–Credit Suisse integration. MSc Management (2025).
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Where banking meets data intelligence
MSc Management graduate from Kozminski University operating at the intersection of banking operations, compliance, and data analytics. Recognized for ownership in high-pressure environments and scalable delivery across cross-functional teams.
UBS Zurich
Business Intelligence Specialist driving data-powered decisions
CS Integration
Led resolution of 2,000+ cases across 350K clients under FINMA deadlines
Power BI & SQL
Executive dashboards tracking 15+ KPIs for senior management
SAP & Excel
Advanced reporting, PivotTables, Power Query, automated consolidations
Product Management
Cross-functional B2B launch coordination at Allnet Switzerland
Multilingual
German C1 / English C1 / Polish Native — cross-cultural teams
Experience
Career journey
Business Intelligence Specialist
UBS Business Solutions AG · Zurich
- Power BI dashboard creation, KPI tracking, and performance reporting for senior management
- Data visualization, trend analysis, data quality validation across business lines
- Generative AI tools — prompt engineering, LLM-assisted documentation, SOP generation
- AI-supported workflow automation and process improvement
Credit Specialist / Client Service Specialist
UBS Business Solutions AG · Zurich
- Managed 2,000+ complex exception cases during UBS-CS integration impacting ~350,000 clients
- Daily operational point of contact for Relationship Managers across Wealth Management and Private Banking
- End-to-end client offboarding: accounts, custody, funds. Mortgage servicing (SARON, fixed-rate)
- Daily KPI tracking and team performance reporting via SAP and Excel
- Coordinated onboarding and training for 50+ new colleagues; maintained SOPs on SharePoint
Product Manager
Allnet Switzerland AG · Opfikon
- Cross-functional launch coordination across IT, Marketing, and Sales
- Pricing strategy, market/competitor benchmarking, vendor coordination
- B2B sales support: offers, negotiation, customer acquisition across Switzerland
- Monthly sales/inventory reporting and ERP master data maintenance
Sales Administration Assistant
Trina Bioreactives AG · Nänikon, Switzerland
- Ran full order cycle for international B2B clients — order entry, invoicing, and credit notes in ERP
- Prepared commercial documents (proformas, packing lists, certificates of analysis) and coordinated logistics
- Main client contact for order status, pricing, and availability; escalated complaints when needed
- Supported sales with quotes, pipeline updates, and monthly reporting
- Chased outstanding payments and reconciled open invoices
Securities Specialist
UBS Business Solutions AG · Zurich
- Processing and reconciliation of Private Placement and Hedge Fund transfers
- Coordinated directly with Front Office and Custody teams to resolve settlement exceptions
Data Administrator
UPS · Poland
- Invoicing support, data maintenance and validation across internal systems
- Daily work with IBM-based tools and Microsoft Office Suite for process execution
- Collaboration with suppliers across Europe and the United States in an international environment
Front Office Agent — 5-Star Hotel
Sofitel Warsaw Victoria (Accor) · Warsaw, Poland
- Front desk operations and guest relations in a five-star international hotel environment
- Service delivery for high-end global clientele, including German-speaking guests
- Reservation coordination, check-in/check-out, and upselling via Opera system
Apprentice (Internship)
Interreg Europe · Germany–Poland
- Support for Germany-Poland cross-border cooperation initiatives
- IT, graphic design, and administrative coordination in an international public-sector setting
- Early exposure to structured project work and stakeholder collaboration
Customer Advisor (Part-time)
H&M · Poland
- Consultative sales and product advisory in a fast-paced retail environment
- Upselling, direct client interaction, and commercial execution
Skills
Core competencies
Private Banking & Wealth Management
Finance & Data Analytics
Project & Change Management
Commercial & Client Strategy
Technical Proficiency
Languages
Education & Projects
Academic foundation
Kozminski University
FT Top 40 in EuropeMaster of Science — Management
2025
Triple Crown accredited (AACSB, EQUIS, AMBA) — top 1% of business schools worldwide. #1 in Poland & CEE in the Financial Times European Business Schools ranking.
University of Wroclaw
Bachelor of Arts — German Studies
2023
Further Education & Certifications
Market Expansion Strategy — Visa Switzerland
Strategic Consultant / Project Lead · Feb 2025
Designed a strategic engagement framework for Young Premium Adults. Diagnosed market challenges and delivered recommendations recognized by the Head of Product (GTM) for their strategic importance and data-driven insights.
2,000+
Cases resolved
350K
Clients impacted
15+
KPIs tracked
50+
Staff trained
Contact
Let's connect
Open to opportunities in banking operations, business intelligence, and data analytics roles in Switzerland.
Alexander Graf · Zurich, Switzerland