Mutual Funds Core Processing Specialist
UBSAbout the role
City
Weehawken
Job Type
Full Time
Country / State
United States - New Jersey
Function Category
Operations
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.
Your team
You’ll be working in the Wealth Management Mutual Funds Operations team, supporting all operational aspects related mutual fund products. Our team operates across multiple locations and plays a critical role in ensuring the accuracy, efficiency, and integrity of mutual fund transactions and processes.
Your expertise
• Bachelor’s degree in Finance, Accounting, Business, or related field.
• ideally 3+ years of experience in operations environment; reconciliation and/or ACAT processing knowledge is a plus.
• Strong understanding of mutual fund products, CUSIP-level data, and account structures.
• Experience working with offshore teams and managing cross-functional communication.
• Proficiency in reconciliation tools and systems; experience with ACAT platforms is a plus.
• Excellent problem-solving, organizational, and interpersonal skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
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
Salary information
US Only: The expected salary range for this role is $55000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
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