Digital Portfolio & Performance Reporting – Product Owner - Director

UBS; New Jersey; Hybrid; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Digital Portfolio & Performance Reporting Product Owner. This pivotal role involves designing and delivering innovative digital solutions that enhance user experience. You will collaborate with cross-functional teams to drive quality deliverables and manage multiple projects simultaneously. Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and a proven track record in problem-solving. Join a dynamic team dedicated to delivering customer-centric solutions that make a real impact in the financial services sector.

Qualifications

• 7+ years’ experience in financial services, wealth management, or asset management.
• Strong understanding of investment performance measurement and client reporting.

Responsibilities

• Develop and implement client-focused processes through business analysis.
• Write detailed business requirements and manage testing workstreams.

Skills

Analytical Skills

Project Organization

Problem Solving

Communication Skills

Attention to Detail

Education

Bachelor's Degree

Job description

Join to apply for the Digital Portfolio & Performance Reporting – Product Owner - Director role at UBS

Join to apply for the Digital Portfolio & Performance Reporting – Product Owner - Director role at UBS

Job Reference #
309650BR

Job Type
Full Time

Your role
Do you have a passion for designing and delivering digital solutions that delight your users? Do you have strong analytical skills and extraordinary attention to detail? More than simply delivering features, do you aim to drive the business forward? We're looking for someone with these qualities who can:

• Help develop and implement client-focused processes and enhancements through program and business analysis
• Write detailed business requirements, engage on functional design for new Portfolio Performance & Reporting platform, and enhancements to existing systems
• Learn new complex concepts quickly to develop detailed knowledge of performance reporting
• Drive quality deliverables and manage to aggressive timelines, managing multiple concurrent priorities and projects
• Collaborate with leads across Business, Platform & Technology counterparts, building strong relationships across the firm and have strong internal team and vendor management capabilities
• Proactively identify value-added solutions and then develop and implement change initiatives which move the business forward
• Assist in or manage testing workstreams in support of platform enhancements
• Provide input around how to maximize the platform experience and capabilities that should be introduced
• Be a member of a high performing team and drive successful implementation of programs
  
  

Your team
You’ll be joining the Digital team focused on Portfolio & Performance Reporting, working with experts across product, technology and operations. This team is focused on integrating the various segmented needs of the business into a strategically-focused wholesome product through the delivery of best-in-class, customer-centric solutions.

Your expertise

• a bachelor's degree or equivalent
• 7+ years’ experience working in financial services - wealth management, private banks or asset management
• knowledge of investment performance measurement, and experience with client reporting, is preferred
• strong understanding of Wealth Management including the Advisory products and services.
• strong project organization skills and attention to detail
• proven problem solving as well as decision making skills
• excellent communication skills, to both technical and non-technical audiences
• outstanding analytical capability and the ability to synthesize findings
  
  

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.

Join us
At 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 we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Design, Information Technology, and Product Management

• Industries

  Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at UBS by 2x

Get notified about new Digital Specialist jobs in New Jersey, United States.

Marketing Associate - Paid Search, Growth Marketing

Wood-Ridge, NJ $50,000.00-$85,000.00 1 month ago

CNBC Digital Marketing & Research Internships – Academic Year 2025-2026

Manager, Global Social Media & Content Creator, IT Cosmetics DMI

2025 Part-Time Event Marketing Activation Staff

Digital Marketing & Acquisition Analytics - AVP

Woodbridge, NJ $60,000.00-$70,000.00 2 weeks ago

Digital Media Specialist - Multimedia Production

Social Media & Content Creator Specialist

Jersey City, NJ $70,000.00-$85,000.00 5 months ago

Cherry Hill, NJ $50,000.00-$55,000.00 9 hours ago

Secaucus, NJ $40,000.00-$45,000.00 2 weeks ago

Elizabeth, NJ $90,000.00-$100,000.00 2 weeks ago

Digital Archivist (Administrative Specialist 3)

Whitehouse Station, NJ $92,000.00-$156,400.00 2 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.