Portfolio Performance Reporting Specialist
| Company | UBS |
|---|---|
| Location | Union City, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- 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
Responsibilities
- 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
Preferred Qualifications
-
No preferred qualifications provided.