Wealth Management Operations Intern

Há 5 dias


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

Brazil

Operations

Global Wealth Management

Job Reference #

328550BR

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/27
  • 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
  • programming language (including low-code programming skills) will be considered as a plus
  • work in person in São Paulo

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

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

Contact Details

UBS Business Solutions SA

UBS Recruiting

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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