Custom Reporting Specialist

Role Overview: 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. Key Responsibilities: - Create custom portfolio reports for financial advisors - Analyze and interpret portfolio performance reviews - Perform business analytics as required - Navigate firm-approved applications and reports to extract relevant data points for Excel spreadsheets - Contribute to the production of customized asset allocation, holdings, and performance reports for existing FA teams Qualifications Required: - Bachelor's degree - 3-6 years of functional experience in performance measurement, analysis, reporting, or a related portfolio reporting function - Advanced Excel and VBA skills - Innovative thinker who can identify opportunities - Excellent communication and interpersonal skills - High level of analytical and logical thinking - Dynamic team player - Highly motivated to work independently - Proactive and detail-oriented - Comfortable with fast-paced deliveries and evolving requirements in a dynamic environment (Note: Additional Company Details have been omitted as they were not provided in the Job Description),