India

- Operations
- Global Wealth Management

Job Reference #

- 333809BR

City

- Mumbai

Job Type

- Full Time

Your role

- Are you great at problem solving? Do you like leading small teams to resolve issues and develop long term solutions to improve efficiency ? Do you like being a leader amongst peers?

We’re looking for a Cost Basis Authorized Officer:

- Lead a small team in ensuring cost basis data is accurate while supporting the branch network

Research and resolve client requests for cost basis information in their accounts

- Analyze and resolve tax lot breaks through research and collaboration
- Adapt current, as well as establish new processes that allow the department to increase quality output

Your team

- You’ll be working in the Cost Basis team in Mumbai India as well as colleagues from multiple locations in the U.S. This team is responsible for servicing, managing, and correcting cost information on assets held at UBS. Through research and problem solving, all team members collaborate to expand and share product knowledge within the department for various security types held at UBS. The working hours will include a late night shift to align with the U.S. exchanges trading hours. Our goal is provide timely and accurate tax reporting as well as providing assistance to branches in order to provide the client a personal and authentic experience.

Your expertise

- Bachelors degree in business related field

Excellent data analysis skills with a focus on reconciliations

Highly focused on client service and customer satisfaction





Leadership skills with experience leading small teams

Ability to communicate professionally and clearly in high pressure situations

Adaptable to a changing landscape of rules and regulations

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.

How we hire

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 flexible 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 contact us.

Contact Details

- UBS Business Solutions SA UBS Recruiting

Disclaimer / Policy statements

- UBS is an Equal Chance Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

📌 Cost Basis Reporting Authorized Officer (Us Shift) (Mumbai)
🏢 UBS
📍 Mumbai