Alternative Investment Analyst
UBS
Posted
last week
Pune, Maharashtra
Onsite
INR 60K
Mid Level
Full Time
Sema Summary
This role focuses on providing exceptional client service in the financial sector. The candidate will handle operational processes for Alternative Investment products.
About Company
UBS is a global leader in wealth management and investment banking, dedicated to providing financial expertise to clients worldwide.
Core Requirements
- Bachelor's degree in accounting, business, or finance.
- 2+ years of relevant experience.
- Strong understanding of accounting principles.
- Proficient in Microsoft Excel.
- Experience with Alternative Investment products.
Responsibilities
- Provide client service to Financial Advisors.
- Prepare and review Net Asset Value files.
- Ensure accurate updates of client account values.
- Investigate discrepancies during NAV processing.
- Review fund share class allocations.
- Streamline operational processes for efficiency.
- Maintain professionalism while interacting with stakeholders.
Must Have skills
Job Keywords
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