Wealth Management Operations Intern

4 semanas atrás

São Paulo, São Paulo, Brasil UBS Tempo inteiro
Brazil
- Operations
- Global Wealth Management
**Job Reference #**
- BR
**City**
- Sao Paulo
**Job Type**
- Full Time
**Your role**
- Are you an organized and process-driven person?
We're looking for a Wealth Management Operations Intern to support in the Funds and Client Portfolios reconciliations, trading life cycle of all kind of assets, by laws management and report production to clients and front office.
The Wealth Management Operations Intern will learn and help us with front to back controls, reconciliations, and daily feed to front office. This includes:
- funds and portfolios trades, position, NAV, management, and rebates fees validation
- following up Front Office trades
- straight contact with the Funds administrator and custody; systems static data controls and Corporate Actions monitoring
- assist the input process client's transaction in our systems
- collaborate with the analysts to reconciliate and produce client reports
- by Laws management and produce and delivery daily and monthly client's portfolios and Funds reports
**Your team**
- You'll be working in our Wealth Management Funds and Clients Processing team in Sao Paulo. We're responsible for timely, accurate processing of transactions and events, including booking and handling of queries. As an intern, you'll play an important role in making sure our processes are compliant and positive for our clients.
**Your expertise**
- student of Accounting, Economics, Business Administration or another relevant field with graduation date until Dec/26
- availability to work on-site in Sao Paulo (hybrid work)
- organized and able to work with high curiosity and proactivity
- ideally advanced English (writing and speaking)
- advanced skills on MS Excel. MS PowerPoint skills will be considered as a plus
- programming language (including low-code programming skills) will be considered as a plus
**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**
**Join us**
- At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
**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.

  • Wealth Management Operations Intern

    Há 5 dias

    São Paulo, São Paulo, Brasil UBS Tempo inteiro R$30.000 - R$45.000 por ano

    BrazilOperationsGlobal Wealth ManagementJob Reference #328550BRCitySao PauloJob TypeFull TimeYour roleAre you an organized and process-driven person? We're looking for a Wealth Management Operations Intern to support in the Funds and Client Portfolios reconciliations, trading life cycle of all kind of assets, by laws management and report production to...

  • Global Wealth Management Operations Intern

    3 semanas atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- Operations- Global Wealth Management**Job Reference #**- BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Are you an analytical thinker? Do you know how to be detail-oriented and want to work in a Multi-Family Office?We're looking for an intern to:- assist the input process client's transaction in our systems- collaborate with the analysts...

  • Wealth Management Intern

    3 semanas atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- Management and Business Support- Global Wealth Management**Job Reference #**- BR**City**- Sao Paulo**Job Type**- Part Time**Your role**- Are you a communicative person who would like to help us to enhance our client experience?We're looking for a Client Manager to:- assist client daily requests in an agile and efficient manner- control the...

  • Wealth Management Intern

    3 semanas atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- Client advisory / Relationship management- Global Wealth Management**Job Reference #**- BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Are you a communicative person who would like to help us to enhance our client experience?We're looking for a Client Manager to:- assist client daily requests in an agile and efficient manner- control the...

  • Analista de Wealth Management

    3 semanas atrás

    São Paulo, São Paulo, Brasil Galapagos Capital Tempo inteiro

    O que somosA Galapagos Capital é uma companhia de investimentos global, com soluções financeiras interconectadas para você, sua família e seu negócio. Investment Banking, onde criamos soluções de crédito e M&A de forma flexível, simples e eficiente, adaptadas às necessidades de nossos clientes. É fácil fazer negócio com a genteAsset Management,...

  • Global Wealth Management

    3 semanas atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- Client advisory / Relationship management- Global Wealth Management**Job Reference #**- BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Are you an analytical thinker? Do you know how to be detail-oriented and want to work in Business Management team?We're looking for an intern to:- support projects across the LatAm Client Management &...

  • Wealth Management

    3 semanas atrás

    São Paulo, São Paulo, Brasil JPMorganChase Tempo inteiro

    **JOB DESCRIPTION**We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be...

  • Gerente de Wealth Management

    3 semanas atrás

    São Paulo, São Paulo, Brasil Galapagos Capital Tempo inteiro

    Gerente de Wealth Management (Assessoria de Investimentos - São Paulo)O que somosA Galapagos Capital é uma companhia de investimentos global, com soluções financeiras interconectadas para você, sua família e seu negócio. Investment Banking, Asset Management e Wealth Management compõem nossa atuação, buscando soluções de crédito, gestão de...

  • Gerente de Wealth Management

    3 semanas atrás

    São Paulo, São Paulo, Brasil Galapagos Capital Tempo inteiro

    Gerente de Wealth Management (Assessoria de Investimentos - São Paulo) O que somos A Galapagos Capital é uma companhia de investimentos global , com soluções financeiras interconectadas para você, sua família e seu negócio. Investment Banking, Asset Management e Wealth Management compõem nossa atuação, buscando soluções de crédito, gestão de...

  • Gerente de Wealth Management

    3 semanas atrás

    São Paulo, São Paulo, Brasil Galapagos Capital Tempo inteiro

    Gerente de Wealth Management (Assessoria de Investimentos - São Paulo)Join to apply for the Gerente de Wealth Management (Assessoria de Investimentos - São Paulo) role at Galapagos CapitalO que somos A Galapagos Capital é uma companhia de investimentos global, com soluções financeiras interconectadas para você, sua família e seu negócio. Investment...