Senior Client Reports Analyst
Há 4 dias
Brazil- Operations- Global Wealth Management**Job Reference #**
- 253872BR**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 Senior Client Reports Analyst will work with Front Office, Portfolio managers, as well as partnering with Group Finance, Group Risk, Group Technology and Operations.
- Work closely with:
- Monthly reports management
- Set up Key Performance Indicators for operational routines
- Business as Usual maintenance
- Attend business demands
- Data analytics
- 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, Engineering, IT, Business Administration or related field
- 2-5 years of equivalent work experience in a client reports or operations department (back and middle-office)
- knowledge of investment products (funds, bonds, equities, derivatives, etc) - On-Shore and Off-Shore
- ideally advanced excel or Power BI skills (Python is a plus)
- leadership, Communication, negotiation and interpersonal skills
- demonstrated ability to meet commitments with all levels of management
- ideally 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?**How we hire**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.
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