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Portfolio Performance Reporting Specialist

UBS

Singapore

On-site

SGD 70,000 - 110,000

Full time

28 days ago

Job summary

UBS is seeking a Portfolio Performance Reporting Specialist to enhance the integrity of performance data used in client investment reporting. This role involves reconciliation, analysis, and education around performance concepts, crucial for maintaining accuracy across millions of accounts. The ideal candidate thrives in a dynamic environment, possesses strong mathematical and communication skills, and has significant experience in financial performance analysis.

Benefits

Flexible working arrangements
Career comeback programs

Qualifications

  • 5+ years of relevant functional experience in performance measurement and reporting.
  • General investment knowledge and familiarity with financial products.
  • Experience with systematic reconciliations and performance analysis.

Responsibilities

  • Ensure integrity of data for client investment performance reporting.
  • Oversee reconciliations between reporting systems and official records.
  • Investigate performance outliers and educate Financial Advisors.

Skills

Mathematical skills
Analytical skills
Communication
Interpersonal skills
Problem solving

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

    Job Reference #309594BRJob TypeFull TimeYour roleDoes financial data excite you We are looking for a Portfolio Performance Reporting Specialist to: ensure integrity of data used for client investment performance reporting across nearly 4 million UBS custody accounts oversee systematic reconciliations between portfolio performance reporting systems and the official books and records of the firm investigate performance outliers to maximize data integrity within client accounts educate Financial Advisors and their staff regarding the performance reporting systems, calculations, and performance concepts participate in change initiatives which impact the team's workflows and/or performance reporting systemsYour teamYoull be working as part of the Wealth Management U.S. Portfolio and Performance Reporting team located in Navi Mumbai. We provide support to client advisors and perform data analysis for investment portfolios in an effort to ensure the accuracy of over 8 million client performance reports produced annually. The individual will work closely with the overall Portfolio Performance Reporting team which is responsible for performance reporting platforms, tools and support.Your expertiseYou have: Bachelors degree general investment knowledge and familiarity with financial products strong mathematical skills Microsoft Office skills, especially Excel 5+ Years of relevant functional experience in areas like Performance measurement, analysis, reporting, or settlement-reconciliation functions Ability to think outside the box to identify areas of opportunitiesYou 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 requirementsAbout UsUBS is the worlds 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.Join usAt UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact Disclaimer / Policy StatementsUBS 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.Your Career ComebackWe are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.,

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