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Business Divisions Global Wealth Management Your role Facilitate trade matching with various industry clearinghouses and contra parties across Equity UIT and Fixed Income Corporate Municipal Bond etc products Coordinate with internal front and middle office and external stakeholders to resolve trade suspense and money discrepancies ensuring timely trade matching and settlement Process daily control reports and reconciliations Familiarize and deepen knowledge of platforms used DTC RTTM ACT ORF GEMS Obligation Warehouse OMGEO Promptly handle inquiries from branch personnel research action and reply Process trade correction requests Escalate issues to local team management Participate in team meetings to share best practices and volume trends Function Category Operations Join us At UBS we know that it s our people with their diverse skills experiences and backgrounds who drive our ongoing success We re dedicated to our craft and passionate about putting our people first with new challenges a supportive team opportunities to grow and versatile working options when possible Our inclusive culture brings out the best in our employees wherever they are on their career journey And we use artificial intelligence AI to work smarter and more efficiently We also recognize that great work is never done alone That s why collaboration is at the heart of everything we do Because together we re more than ourselves We re committed to disability inclusion and if you need reasonable accommodation adjustments throughout our recruitment process you can always Your team UBS Financial Services Inc is a leading firm in the financial services industry dedicated to providing exceptional wealth management service and innovative solutions to our clients We are seeking a highly motivated and experienced professional to join our team as an analyst in the Purchase Sales department P S services the Global Wealth Management business in the United States which includes Financial Advisors Client Service Representatives and our Global Markets Trading business Your expertise Bachelor s degree in Finance Business Administration or a related field Minimum 2-4 years of experience in similar role Able to multi-task and interact with multiple business partners simultaneously Highly motivated with the ability to learn quickly within a fast-paced environment Work in a team environment Attention to detail and ability to work under deadlines Proficiency in Microsoft Office Suite particularly Excel Strong communication and interpersonal skills About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland We also provide diversified asset management solutions and focused investment banking capabilities Headquartered in Zurich Switzerland UBS is present in more than 50 markets around the globe We know that great work is never done alone That s why we place collaboration at the heart of everything we do Because together we re more than ourselves Want to find out more Visit How we hire We may request you to complete one or more assessments during the application process
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📌 Purchase And Sales - Equity And Fixed Income (us Shift) (Pune)
🏢 UBS
📍 Pune