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GWM AMER Custom Reporting Associate

4.00 to 8.00 Years   Mumbai City   11 Apr, 2022
UBS Securities India Private Limited
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    Does financial data excite you We re looking for someone like that to provide support to the branch team. You ll: assist financial advisors providing analytic information and aiming to understand the client s goals create custom portfolio reports (manually + automation) enabling field to design a specific report that can be issued to their book of clients analyze, interpret and automate portfolio performance reports on regular basis perform business analytics as needed to support financial advisors Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets Follow the various quality control checkpoints when producing custom performance reportsYour teamYou ll be working as part of Group Operations USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing & automating customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the onshore central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm., You have: Bachelors or masters degree with advance excel, VBA skills, presentation skills Must have a wide degree of business / product knowledge, technology savvy and people skills 4-8 Years of Management Reporting experience in a Financial Reporting function Ability to think outside the box to identify areas of opportunities Core technical experience in advance excel, VBA programming, presentation skills with reporting experienceYou are: an excellent communicator with good interpersonal skills analytical and logical a dynamic and flexible team player Highly motivated, able to work independently and apply own initiative Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements

Keyskills :
financial dataquality controlfinancial goalsasset allocationproduct knowledgebusiness analyticsfinancial reportingpresentation skillsmanagement reportingadvance excel

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