Does financial data excite you? We are looking for a Portfolio Performance Reporting Specialist to:
• ensure integrity of data used for client investment performance reporting across nearly 4 million UBS custody accounts
• oversee systematic reconciliations between portfolio performance reporting systems and the official books and records of the firm
• investigate performance outliers to maximize data integrity within client accounts
• educate Financial Advisors and their staff regarding the performance reporting systems, calculations, and performance concepts
• participate in change initiatives which impact the team's workflows and/or performance reporting systems