UBS Financial Services Operation Specialist in Mexico D.F., Mexico
\tData quality assurance of the advisory system (PM1e) by reconciling core transactional systems (OPICS and LUMINA) vs PM1e.
•\tFee calculation and processing of on-shore, off-shore and third party WM clients.
•\tOn-shore and off-shore client's statement of assets generation and delivery coordination.
•\tReporting of WM on-shore client's net new money (NNM) and calculation of WM on-shore net revenues.
•\tReporting of key measuring components (NNM, AuM, Net Revenues, opened/closed accounts) through the Global Management Information System (GMIS).
•\tE-banking platform support.
•\tBusiness as Usual (BAU) support activities.
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.
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
Disclaimer / Policy Statements:
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
This position will be based in Mexico City
Your experience and skills:
•\t2 years of experience in similar roles.
•\tKnowledge on fixed income and equity products.
•\tAdvanced Excel level.
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 almost 900 offices and more than 50 countries. Do you want to be one of us?
Job Reference #: 156478BR
Business Divisions: Corporate Center
Title: Operation Specialist
City: Mexico D.F.
Job Type: Full Time
Country / State: Mexico
Function Category: Operations