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Head Trust Operations

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Head Trust Operations**: Lead valuation control team, produce and present monthly reports to senior stakeholders. Key responsivities include preparing summary commentaries on IPV results, reserve movements, and valuation issues. Maintain report integrity, manage projects enhancing valuation reports, and ensure consistency across product teams. Drive regulatory compliance and deliver key MIS for senior management. Required skills: IPV, valuation reports, regulatory compliance, change management, team leadership. 10+ years' experience in trust operations or related field.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Assisting the team in preparation of monthly valuation reports and presenting them to global head of valuation control, and the Valuation Control product leads. Producing summary commentary on key valuation items including Independent price verification (IPV) results, reserve movements and valuation issues. The commentary needs to convey key messages to management, therefore going beyond factual reporting. Maintain the integrity of the reporting processes and the IPV tool, including appropriate completeness controls, consistency / trending and gathering user feedback on improvements / design aspects. Supporting various ad-hoc projects to enhance the valuations reports driven by changes to accounting standards and/or regulatory requirements and other initiatives that fall within the remit of VOC/RVG work. Managing projects related to consistency of valuations work across product teams and developing subject matter expertise on an internal newly built reporting tool. Understanding and assessing the impact of regulatory requirements for the VCG team, articulating change requirements to VCG asset class teams, oversight and coordination of regulatory returns and financial reporting. Preparing key MIS for senior managementShow more Equity Valuations Controller

Head Trust Operations

Compensation

Not specified

City: Not specified

Country: Not specified

UBS logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at UBS

ExperiencedNo visa sponsorship

**Head Trust Operations**: Lead valuation control team, produce and present monthly reports to senior stakeholders. Key responsivities include preparing summary commentaries on IPV results, reserve movements, and valuation issues. Maintain report integrity, manage projects enhancing valuation reports, and ensure consistency across product teams. Drive regulatory compliance and deliver key MIS for senior management. Required skills: IPV, valuation reports, regulatory compliance, change management, team leadership. 10+ years' experience in trust operations or related field.

Full Job Description

Assisting the team in preparation of monthly valuation reports and presenting them to global head of valuation control, and the Valuation Control product leads. Producing summary commentary on key valuation items including Independent price verification (IPV) results, reserve movements and valuation issues. The commentary needs to convey key messages to management, therefore going beyond factual reporting. Maintain the integrity of the reporting processes and the IPV tool, including appropriate completeness controls, consistency / trending and gathering user feedback on improvements / design aspects. Supporting various ad-hoc projects to enhance the valuations reports driven by changes to accounting standards and/or regulatory requirements and other initiatives that fall within the remit of VOC/RVG work. Managing projects related to consistency of valuations work across product teams and developing subject matter expertise on an internal newly built reporting tool. Understanding and assessing the impact of regulatory requirements for the VCG team, articulating change requirements to VCG asset class teams, oversight and coordination of regulatory returns and financial reporting. Preparing key MIS for senior managementShow more Equity Valuations Controller