Investment Reporting Analyst recruitment
Key tasks and responsibilities include:
- Responsible for quality and on time delivery of investment reporting
- calculate time series
- produce report book
- checks
- send, upload and archive - Maintain client-, account- and custody-data in the reporting tool
- 4-eye-control for other mandates and clients
- Set-up and maintain reports, compliance monitoring, constraints, patterns and attributes
- Produce ad-hoc reports and client individual reports
- Advice clients and third parties ( consultants, asset manager) in investment reporting related matters
- Work in conjunction with asset servicing relationship manager in investment reporting tasks and look for reporting solutions for the clients
- Attend client meetings with relationship manager and client advisor
- Presentation of portfolio link web in client meetings
Our ideal candidates should have the following requisites:
- Graduate with strong understanding of investments. CFA or equivalent qualifications highly recommended
- At least 4 to 7 years of client reporting or investment reporting experience.
- Good general knowledge in banking and investments
- Knowledge in financial market theory
- Service-based (recognize client needs), articulate and a strong communicator.
- Advisory skills
- Manage reporting matters proactively
- Deliver high quality work independently
- Team-minded, autonomous, flexible and with discernment
- Analytical flair (understand complex problems)
- Good in dealing with stress-situations
- Willingness to study further in reporting topics
It starts with you:
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.
To read more about this opportunity and to submit your application, please click on the Apply for Job button. You will be redirected to the UBS career website where you can submit your CV. All applications will be reviewed and responded to by the UBS recruitment team.
Disclaimer/ Policy Statement: UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.