at UBS
Bulge Bracket Investment BanksPosted 15 days ago
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**IB Operations-Reporting Specialist**: Support senior Premium Advisory Specialist. Handle daily transactions, troubleshoot complex issues, and review client risk profiles. Monitor financial markets and client portfolios. Foster internal-external client relationships, collaborate with Client Advisors, and provide market updates alongside senior advisors. Proven experience (3-5 years) in investment banking operations, strong communication skills, and proficiency in Bloomberg-terminal are crucial. Familiarity with rigorous regulatory environments and investment products preferred.
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Full Job Description
| Are you a people person? Do you know how to spread your enthusiasm about the markets to others? We are looking for someone to: support senior Premium Advisory Specialist carry out daily transaction processing and complex troubleshooting perform regular reviews of the client risk profile and the client preferences monitor the international financial markets and clients' portfolios maintain good relationship with internal and external clients liaise extensively with Client Advisors and other parties in connection with the bank's investment process contact clients together with senior advisors with market updates and ensure a constant flow of opportunistic and tactical investment content and recommendations | Show more Premium Advisory Specialist |
