Digital Portfolio & Performance Reporting, Custom Reporting Lead bei UBS Group AG
UBS Group AG · Weehawken, Vereinigte Staaten Von Amerika · Onsite
- Senior
- Optionales Büro in Weehawken
Your role
We’re looking for someone with these qualities to lead a team of specialists who provide custom portfolio reports to Financial Advisors for their Wealth Management clients.
You will:
• educate Financial Advisors and their staff regarding performance reporting, calculations, and performance concepts relative to client reporting requests
• work directly with financial advisors to develop and onboard new custom client reporting for their Wealth Management clients
• partner with supervisory teams to ensure new custom report templates adhere to regulatory guidelines and internal policies
• manage the workflow of new report requests from initiation to implementation by production team
• respond to requests for high value ad hoc reporting required
• identify opportunities to enhance standard reporting tools based on demand from Financial Advisors and Clients
Detailed salary information:
• New Jersey: the salary range for this role is $120000 to $145000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
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We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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UBS Recruiting
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Your team
Your expertise
• ideally 5+ years’ experience working in financial services - wealth management, private banks or asset management
• knowledge of financial markets and products; client reporting knowledge is a plus
• previous leadership experience leading teams
• 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
We have a presence in all major financial centers in more than 50 countries.