Portfolio Performance Reporting Specialist

Welcome to UBS, a global financial services company with a strong commitment to delivering exceptional performance for our clients. We are currently seeking a highly skilled and experienced Portfolio Performance Reporting Specialist to join our dynamic team.In this role, you will be responsible for providing accurate and timely performance reporting for our clients' portfolios, ensuring that they have a comprehensive understanding of their investments and overall financial health. As a key member of our team, you will have the opportunity to work with a diverse range of clients and collaborate with various departments within the firm.To excel in this position, you should possess a strong understanding of investment performance measurement methodologies, excellent analytical skills, and the ability to communicate complex information in a clear and concise manner. If you are a detail-oriented and driven individual with a passion for delivering exceptional results, we invite you to apply for this exciting opportunity at UBS.

1. Generate accurate and timely performance reports for clients' investment portfolios.
2. Utilize investment performance measurement methodologies to ensure the accuracy of reported data.
3. Collaborate with various departments within the firm to gather relevant information for performance reporting.
4. Communicate complex performance information to clients in a clear and concise manner.
5. Continuously monitor and analyze portfolio performance to identify areas for improvement.
6. Handle client inquiries and provide exceptional customer service.
7. Stay up-to-date on industry trends and market developments to inform performance reporting strategies.
8. Identify and implement process improvements to enhance the efficiency and effectiveness of performance reporting.
9. Maintain a high level of attention to detail to ensure the accuracy of reported data.
10. Work with a diverse range of clients, understanding their unique needs and tailoring performance reports accordingly.
11. Adhere to all regulatory and compliance requirements related to performance reporting.
12. Contribute to the overall success of the team and firm by sharing knowledge and best practices.
13. Continuously strive for excellence in delivering exceptional results for clients.

According to JobzMall, the average salary range for a Portfolio Performance Reporting Specialist in New Jersey, USA is $66,000-$88,000 per year. However, salaries can vary depending on factors such as experience, education, and the specific company or industry.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.