Senior Investment Performance Analyst bei UBS Group AG
UBS Group AG · Nashville, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Optionales Büro in Nashville
Your role
Does financial data excite you?
We are looking for a Senior Investment Performance Analyst to:
• ensure the accuracy of daily, monthly and quarterly investment portfolio and composite performance data for 4 million custody accounts
• identify and resolve issues with account, benchmark and composite performance reporting data
• perform systematic reconciliations between portfolio performance reporting systems and the official books and records of the firm
• collaborate with multiple Operations teams and technology partners to research and resolve data issues impacting performance calculations and reporting
• participate in change initiatives which impact the team's workflows and/or performance reporting platforms
Detailed salary information:
• Weehawken: the salary range for this role is $90000 to $120000
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.
We are looking for a Senior Investment Performance Analyst to:
• ensure the accuracy of daily, monthly and quarterly investment portfolio and composite performance data for 4 million custody accounts
• identify and resolve issues with account, benchmark and composite performance reporting data
• perform systematic reconciliations between portfolio performance reporting systems and the official books and records of the firm
• collaborate with multiple Operations teams and technology partners to research and resolve data issues impacting performance calculations and reporting
• participate in change initiatives which impact the team's workflows and/or performance reporting platforms
Detailed salary information:
• Weehawken: the salary range for this role is $90000 to $120000
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.
City
Nashville, Weehawken
Job Type
Full Time
Country / State
United States - New Jersey, United States - Tennessee
Function Category
Operations
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?
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?
Contact Details
UBS Business Solutions SA
UBS Recruiting
UBS Recruiting
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.
Your team
You’ll be working as part of the Wealth Management U.S. Client Review Portfolio and Performance Reporting team located in either Weehawken, New Jersey or Nashville, Tennessee. 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 be a member of the overall Client Review team which has front to back responsibility for performance reporting platforms, tools and support.
Your expertise
You have:
• Bachelor’s degree preferred
• Minimum five years relevant work experience, preferably in Wealth Management, Asset Management or Investment Banking.
• Minimum three years in an investment performance analyst role, ideally working with a variety of investment products (e.g. equities, fixed income, mutual funds, UMA accounts, options overlay, alternatives)
• The position requires a strong understanding of investment analysis and performance calculation methodologies
• CIPM and other designations a plus
• Proficient in MS Excel.
You are:
• an excellent communicator with strong interpersonal skills
• able to communicate complex data and serve as an internal subject matter expert on performance standards and systems.
• a problem solver who is resourceful and able to work both independently and as part of a team
• proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements
• Bachelor’s degree preferred
• Minimum five years relevant work experience, preferably in Wealth Management, Asset Management or Investment Banking.
• Minimum three years in an investment performance analyst role, ideally working with a variety of investment products (e.g. equities, fixed income, mutual funds, UMA accounts, options overlay, alternatives)
• The position requires a strong understanding of investment analysis and performance calculation methodologies
• CIPM and other designations a plus
• Proficient in MS Excel.
You are:
• an excellent communicator with strong interpersonal skills
• able to communicate complex data and serve as an internal subject matter expert on performance standards and systems.
• a problem solver who is resourceful and able to work both independently and as part of a team
• proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements
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.
We have a presence in all major financial centers in more than 50 countries.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary information
US Only: The expected salary range for this role is $90000 to $120000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
