Purchase and Sales – EE Options Clearance (US Shift)

UBS; Pune District; On-site; INR 5,00,000 - 10,00,000; Full time

Job summary

A global wealth management firm is seeking an analyst to assist in trade matching and clearing processes for listed options. This role requires strong communication skills and the ability to coordinate with multiple stakeholders to resolve discrepancies. Candidates should hold a Bachelor’s degree in Finance or Business Administration and have 0-4 years of relevant experience. The position offers a collaborative work environment focused on supporting personal and professional growth.

Qualifications

• Education in Finance or Business with a bachelor's degree.
• 0-4 years of experience in a similar role.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Facilitate trade matching and clearing for listed options.
• Resolve trade suspense and discrepancies effectively.
• Process daily control reports and reconciliations.

Skills

Communication skills

Attention to detail

Proficiency in Microsoft Office Suite

Teamwork

Ability to learn quickly

Multi-tasking

Education

Bachelor’s degree in Finance or Business Administration

Tools

Microsoft Excel

Job description

Job Reference

325159BR

City

Pune

Job Type

Full Time

Your role

• Facilitate trade matching and clearing with the OCC for listed option securities: basic knowledge of Listed Options – Call; Put; Exercise; Assignment etc required
• Coordinate with internal and external stakeholders to resolve trade suspense and money discrepancies, ensuring timely trade matching and settlement
• Process daily control reports and reconciliations
• Familiarize and deepen knowledge of platforms used
• Promptly handle inquiries from branch personnel (research, action, and reply)
• Process trade correction requests
• Escalate issues to local team management
• Participate in team meetings to share best practices and volume trends

Your team

UBS Financial Services Inc. is a leading firm in the financial services industry, dedicated to providing exceptional wealth management service and innovative solutions to our clients.
We are seeking a highly motivated and experienced professional to join our team as an analyst in the Purchase & Sales department. P&S services the Global Wealth Management business in the United States, which includes Financial Advisors, Client Service Representatives, and our Global Markets Trading business

Your expertise

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Minimum 0-4 Years of work experience in similar role.
• Able to multi-task and interact with multiple business partners simultaneously
• Highly motivated with the ability to learn quickly within a fast-paced environment
• Work in a team environment
• Attention to detail and ability to work under deadlines.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Strong communication and interpersonal skills

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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.

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.