Client Reporting Specialist
UBS
Poland
27 d. temu

Your role

Are you incredibly organized with an eye for detail? Do you have the know-how for analyzing information and producing reports?

We’re looking for someone like that to help us :

analyze large data sets regarding client reports, able to explain changes

produce high quality reports

building templates for client reporting

building documents which are distributed to clients

Your team

You will be working in our Business aligned Operations Middle Office in Zabierzow (Krakow Business Park), performing Reporting Services required to fulfil Client and Regulatory obligations.

The Middle Office Function works in daily conjunction with all areas of the UBS Group and wider Asset Management industry, including Global Custodians, Fund Administrators, Trading Counterparties and System Vendors.

Your experience and skills

You have :

bachelor or master degree

willingness to learn about core Client Reporting components such as Data validation, Investment Commentary and Performance Attribution

an attention to detail to produce all reports Right First Time

the ability to manage a book of work to ensure all report components are ready and distributed within the required time-frame

a strong risk-awareness mentality

strong written and verbal communication skills

ability to multi-task and solve problems in a fast-paced team environment

previous experience in reporting would be advantageous

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?

What we offer

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment.

We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Why UBS?

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