We are looking for a Performance Reporting Specialist to:

• ensure integrity of data used for client investment performance reporting across nearly 4 million UBS custody accounts
• oversee systematic reconciliations between portfolio performance reporting systems and the official books and records of the firm
• investigate performance outliers to maximize data integrity within client accounts
• analyze and respond to branch inquiries, originating from Financial Advisors and their staff via case tool management and outbound calls
• educate Financial Advisors and their staff regarding the performance reporting systems, calculations, and performance concepts
• support system checkouts and testing independently
• participate in change initiatives which impact the team's workflows and/or performance reporting systems