Junior Client Reports Analyst

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 organized individual? Are you a diligent, process-driven individual? Are you experienced in working with a high pression environment?
We're looking for an operations specialist, to support in our Reports routines, for Wealth Management business.
The Client Service Specialist is responsible for generating the reports that are sent to customers (On-Shore and Off-Shore). This includes (but is not limited to) contact with counterparties, to receive statements, registration of basic information in the systems, input the client trades in the internal system, price update and it's validation, analysis of third-party statements and validation of UBS reports. The Client Service Specialist, will work with Front Office, Portfolio managers, as well as partnering with Group Finance, Group Risk, Group Technology and Operations.
Work closely with:
- Produce and deliver monthly reports
- Input client transactions (funds, bonds, equities) in the system
- Corporate Actions
- Price Validation
- Participate in Internal & External audit assisting the Managers
- Participate in projects
**Your team**
You'll be working in our Operations team in Sao Paulo. We're responsible for deliver monthly reports for the Wealth Management business.
**Your expertise**
- bachelor's degree in Accounting, Economics, Business Administration or related field
- 1-2 years of equivalent work experience in a client reports or operations department (processing, reconciliation, middle-office)
- knowledge of investment products (funds, bonds, equities, derivatives, etc) - On-Shore and Off-Shore
- ideally advanced excel skills
- demonstrated ability to meet commitments with all levels of management
- fluent English
**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**
From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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.

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