Asset Management Middle Office Operations Professional

Your role

CIG’s Middle Office is searching for an experienced operations professional to join its Fund Control team and to:
• Work closely with the Credit Analysts, compile information and prepare New Deal Sheet for newly traded Syndicated Loans.
• Coordinate Loan Cashless Rolls from triggering the activity, review reconciliation and compliance results, communicate with the Front Office for voting decisions to submitting the voting and troubleshooting any issues.
• Perform oversight and governance of all operational aspects (data review, reporting, etc) of multiple investment vehicles including mutual funds, commingled funds, and Separately Managed Accounts (SMAs).
• Perform recovery analysis and default tracking.
• Perform ad hoc requests for portfolio managers, trading desk and other internal and external stakeholders, providing guidance as needed.
• Oversee cash and position breaks with custodians and internal/external operational teams.
• Partner with IT and internal stakeholders on system enhancements, process improvements, and related initiatives.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

Your team

The Credit Investments Group (“CIG”), a business unit of the Asset Management Division of UBS, is an industry leader in managing approximately $58 billion in non-investment grade credit assets across bank loan, high yield bond and structured product portfolios. CIG is one of the largest demonstrated credit managers in the US and Western Europe, with an accomplished full-service group of dedicated career credit professionals located in New York and London.

Your expertise

• Undergraduate degree in accounting, finance or business-related field is preferred.
• Ideally 5+ years of work experience with a portfolio manager, accounting firm, Custodian, middle office service provider, or loan agent.
• Ability to work independently, exercise sound judgment, and appropriately identify and escalate risk.
• Excellent verbal and written communication skills required.
• Hands on experience with process reengineering , control assessment and vendor management.
• Demonstrated ability to manage complex initiatives and analyze large data sets with limited supervision.
• Team player that proactively looks to add value and step-in wherever help is needed.
• Highly organized, detail-oriented, and effective in fast-paced, collaborative environments.
• Ability to manage and prioritize multiple tasks and high volumes.
• Experience with Python, SQL, and/or Excel Macros is a plus.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.