Custom Reporting Specialist

Job Description

Job Reference # 316334BR Job Type Full Time Your role Does financial data excite you? We’re looking for someone like that to provide support to the branch team. You’ll: – assist financial advisors providing analytical information and aiming to understand the client’s goals – create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients – analyze and interpret portfolio performance reviews – perform business analytics as needed to support financial advisors – Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets – Follow the various quality control checkpoints when producing custom performance reports Your team You’ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm. Your expertise You have: – Bachelor's degree – Must have a wide degree of business / product knowledge, technology savvy, and people skills – 3-6 Years of functional experience on areas like Performance measurement, analysis, reporting or any allied portfolio reporting function – Advance Excel And VBA Skills Preferred – Ability to think outside the box to identify areas of opportunities You are: – an excellent communicator with good interpersonal skills – analytical and logical – a dynamic and flexible team player – Highly motivated, able to work independently and apply own initiative – Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements 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. 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. Show more Show less