Client Associate
UBS
Expected to lead the strategic implementation of client goals and objectives.
Responsible for producing quality and timely monthly performance and earnings reports for clients.
Daily monitoring of portfolios and compliance with respect to alignment with active investment policy guidelines and consistency with client objectives.
Collaborate with the portfolio managers, trading, operations and marketing departments.
Own and lead special projects and client related requests (includes portfolio / performance analysis, audit requests).
Detailed salary information:
• Chicago: the salary range for this role is $55000 to $70000
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.
Responsible for producing quality and timely monthly performance and earnings reports for clients.
Daily monitoring of portfolios and compliance with respect to alignment with active investment policy guidelines and consistency with client objectives.
Collaborate with the portfolio managers, trading, operations and marketing departments.
Own and lead special projects and client related requests (includes portfolio / performance analysis, audit requests).
Detailed salary information:
• Chicago: the salary range for this role is $55000 to $70000
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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