Shareholder Control Analyst (Global Wealth Management)

Brazil

Operations

Global Wealth Management

Your role

Do you have experience and knowledge in the financial market and in control?

We are looking for analyst to:

• reconcile shareholder movements, ensuring the settlement of all transactions (investments and redemptions)
• monitor external requests and collateral holds related to shareholders
• support fund cash reconciliation activities and balance monitoring
• participate in investment fund events
• provide support for internal and external audits
• ensure the organization and regular updating of operational documents and regulatory reports

Job Reference #

323334BR

City

Sao Paulo

Job Type

Full Time

Your team

You will work in a dynamic and participatory environment with a strong team that will always answer your questions and help you grow professionally and master key fund management skills.

Your expertise

• experience in shareholder control operations
• knowledge of key investment fund regulations (CVM, Anbima, RFB and Bacen)
• understanding of tax rules applicable to investment funds
• intermediate proficiency in Microsoft Office, especially Excel
• intermediate English proficiency (desirable)
• ANBIMA certification is a plus
• availability to work in São Paulo

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 know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

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