Custom Reporting Specialist

As a member of the Wealth Management USA Custom Reporting Desk at UBS in Mumbai, you will play a crucial role in supporting the branch team by assisting financial advisors with analytical information to help understand clients" goals. Your responsibilities will include creating custom portfolio reports, analyzing and interpreting portfolio performance reviews, performing business analytics as required, and navigating firm-approved applications and reports to extract relevant data points for Excel spreadsheets. Working closely with the central reporting desk, you will contribute to the production of customized asset allocation, holdings, and performance reports for existing FA teams. With your Bachelor's degree and 3-6 years of functional experience in performance measurement, analysis, reporting, or a related portfolio reporting function, you will leverage your business acumen, technological proficiency, and interpersonal skills to excel in this role. Ideally, you should possess advanced Excel and VBA skills, be an innovative thinker who can identify opportunities, excel in communication and interpersonal interactions, and demonstrate a high level of analytical and logical thinking. Moreover, you should be a dynamic team player, highly motivated to work independently, proactive, detail-oriented, and comfortable with fast-paced deliveries and evolving requirements in a dynamic environment. Joining UBS, the world's largest and truly global wealth manager, will provide you with the opportunity to work in a diverse and inclusive environment that values collaboration and empowers individuals from various backgrounds. At UBS, we prioritize our people, offering new challenges, a supportive team, growth opportunities, and flexible working arrangements. We are committed to disability inclusion and provide reasonable accommodations throughout the recruitment process to ensure equal opportunities for all candidates. UBS is an Equal Opportunity Employer that celebrates diversity and values the unique perspectives, skills, and experiences of each individual within our workforce. If you are passionate about wealth management, have a keen eye for detail, and thrive in a collaborative and innovative work environment, we invite you to join our team at UBS in Mumbai and be part of a global organization that sets the standard in the financial industry.,