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Full Details :
Company Name : UBS
Location : Mumbai, Maharashtra
Position : Custom Reporting
Job Description : India
Operations
Global Wealth Management
Job Reference #
249705BR
City
Mumbai
Job Type
Full Time
Your role
Does financial data excite you? We’re looking for someone like that to provide support to the branch team. You’ll:
– assist financial advisors providing analytic information and aiming to understand the client’s goals
– create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients
– analyze and interpret portfolio performance reviews
– perform business analytics as needed to support financial advisors
– Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets
– Follow the various quality control checkpoints when producing custom performance reports
Your team
You’ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the onshore central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm.
Your expertise
You have:
– Bachelor’s degree
– Must have a wide degree of business / product knowledge, technology savvy, and people skills
– 6-9 Years of functional experience on areas like Performance measurement, attribution analysis or any allied portfolio reporting function
– advance excel and VBA skills
– Ability to think outside the box to identify areas of opportunities
You are:
– an excellent communicator with good interpersonal skills
– analytical and logical
– a dynamic and flexible team player
– Highly motivated, able to work independently and apply own initiative
– Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements
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About us
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Contact Details
UBS Recruiting India
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.
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