Portfolio Performance Reporting Specialist
Apply NowCompany: UBS
Location: Weehawken, NJ 07086
Description:
Your role
Does financial data excite you? We are looking for a Portfolio Performance Reporting Specialist to:
ensure integrity of data used for client investment performance reporting across nearly 4 million UBS custody accounts
oversee systematic reconciliations between portfolio performance reporting systems and the official books and records of the firm
investigate performance outliers to maximize data integrity within client accounts
educate Financial Advisors and their staff regarding the performance reporting systems, calculations, and performance concepts
participate in change initiatives which impact the team's workflows and/or performance reporting systems
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?
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.
Your team
You'll be working as part of the Wealth Management U.S. Portfolio and Performance Reporting team located in Nashville, Tennessee. We provide support to client advisors and perform data analysis for investment portfolios in an effort to ensure the accuracy of over 8 million client performance reports produced annually. The individual will work closely with the overall Portfolio Performance Reporting team which is responsible for performance reporting platforms, tools and support.
Your expertise
You have:
Bachelor's degree
general investment knowledge and familiarity with financial products
strong mathematical skills
Microsoft Office skills, especially Excel
3+ Years of functional experience in areas like Performance measurement, analysis, or other aligned performance reporting function
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
About us
UBS is the world's largest and the 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..
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Does financial data excite you? We are looking for a Portfolio Performance Reporting Specialist to:
ensure integrity of data used for client investment performance reporting across nearly 4 million UBS custody accounts
oversee systematic reconciliations between portfolio performance reporting systems and the official books and records of the firm
investigate performance outliers to maximize data integrity within client accounts
educate Financial Advisors and their staff regarding the performance reporting systems, calculations, and performance concepts
participate in change initiatives which impact the team's workflows and/or performance reporting systems
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?
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.
Your team
You'll be working as part of the Wealth Management U.S. Portfolio and Performance Reporting team located in Nashville, Tennessee. We provide support to client advisors and perform data analysis for investment portfolios in an effort to ensure the accuracy of over 8 million client performance reports produced annually. The individual will work closely with the overall Portfolio Performance Reporting team which is responsible for performance reporting platforms, tools and support.
Your expertise
You have:
Bachelor's degree
general investment knowledge and familiarity with financial products
strong mathematical skills
Microsoft Office skills, especially Excel
3+ Years of functional experience in areas like Performance measurement, analysis, or other aligned performance reporting function
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
About us
UBS is the world's largest and the 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..
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more