UBS

Alternative Investment Specialist

UBS New Jersey, United States

Job Reference #
286685BR

Job Type
Full Time

Your role
Are you a diligent professional with commitment to high quality work? Do you have a proven track record of driving continuous improvement while focusing on execution?

UBS is seeking a highly motived and ambitious individual to join our Alternative Investment department as we transform this exciting space into a strategic growth engine for the business. We are looking for professionals who can quickly learn processes and add value by implementing best practices in Operations.

Perform daily functions such as

  • provide daily support of Alternative Investment operational tasks
  • handle event capture for capital calls, redemptions, etc.
  • fee Processing
  • evaluate procedures and processes with focus on continued improvement
  • reconciliation of ledgers, events, and trades
  • tracking of key events and capturing transactions
  • work directly with vendors (Broadridge/ICapital)

Your team
The Alternative Investments Operations team supports the full front-to-back trade, client, and asset lifecycle for Alternative Investment products. We work closely with our branch (Financial Advisors) and business partners to support business growth, manage key risk, and provide top-tier service to our Wealth Management clients. The team is currently engaged in several strategic efforts to automate the current operating model and to unlock business growth, providing great experience for professionals seeking to make a lasting impact on a great team.

Your expertise

  • 2-4 years of applicable work experience (preferably in Alternative Investments or Finance)
  • excellent Excel experience required (Pivot Tables/vlookups/forumas etc)
  • recognize and effectively manage risk
  • precisely execute detail orientated tasks
  • able to prioritize multiple issues while delivering within a fast-paced and dynamic environment
  • familiarity with Alternative Investment products
  • develop a deep understanding of processes and the systems used to execute them
  • enthusiastic personality and strong analytic problem-solving skills
  • strong listening and communication skills to build networks and partnerships
  • critical thinking skills to identify and implement solutions
  • positive, with a can-do attitude that motivates and inspires others
  • experience with process improvements and ability to execute
  • taking ownership of issues and see to resolution

About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
  • Seniority level

    Not Applicable
  • Employment type

    Full-time
  • Job function

    General Business and Administrative
  • Industries

    Banking, Financial Services, and Investment Banking

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