Client Associate
UBS
Would you like to work in an environment that is client centric and highly collaborative?
Do you have interest in the global capital markets?
Strategic & Practical Responsibilities
• expected to lead the strategic implementation of client goals and objectives
• responsible for producing quality and timely monthly performance and earnings reports for clients.
• daily monitoring of portfolios and compliance with respect to alignment with active investment policy guidelines and consistency with client objectives
• collaborate with the trading and marketing teams
• own and lead special projects and client related requests (includes portfolio / performance analysis, audit requests)
Do you have interest in the global capital markets?
Strategic & Practical Responsibilities
• expected to lead the strategic implementation of client goals and objectives
• responsible for producing quality and timely monthly performance and earnings reports for clients.
• daily monitoring of portfolios and compliance with respect to alignment with active investment policy guidelines and consistency with client objectives
• collaborate with the trading and marketing teams
• own and lead special projects and client related requests (includes portfolio / performance analysis, audit requests)
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