Shareholder Control Analyst (Global Wealth Management)
UBS
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.