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UBS Financial Services UHNW Client Reporting Specialist in Nashville, Tennessee

UHNW Client Reporting Specialist

United States, United States - Tennessee


Corporate Center

Job Reference #:




Job Type:

Full Time

Your role:

Are you interested in working for a global financial firm with international client portfolios?

We are looking for an Ultra High Net Worth Client Reporting Specialist to:

•\tensure integrity of data used for UHNW client reporting

•\testablish customized reporting to suit the needs of the client

•\toversee systematic reconciliations between portfolio performance reporting systems and the official books and records of the firm

•\tfacilitate reconciliation of data from third-party data vendors

•\tsupport new or emerging business areas and identifying limitations including systems, risk and operational feasibility

Your team:

You’ll be working in the Performance Reporting team in Nashville, TN. We provide support to client advisors and perform data analysis for investment portfolios in an effort to produce accurate reports. In this introductory client reporting role, you will have the opportunity to work with numerous areas of the company to deliver on financial advisors' daily reporting needs. You will acquire a deep understanding of the company's operational model and products and be able to communicate anomalies and results from data. You will also work with data of various formats, troubleshooting various quality issues with IT to improve the overall data integrity and the data warehouse structure.

Your expertise:

•\tuniversity degree in finance, mathematics, or other related degree

•\tgeneral investment knowledge and familiarity with financial products

•\tMicrosoft Office skills, especially Excel

•\tdemonstrated ability to learn advanced software applications

•\tideally 2+ years of experience in the financial services industry

•\tself-motivated, able to work independently and operate with a high level of accountability


About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.