Associate Director Equity

4 days ago


Pune, Maharashtra, India UBS Full time ₹ 20,00,000 - ₹ 25,00,000 per year

India

Operations

Global Wealth Management

Job Reference #

324867BR

City

Pune

Job Type

Full Time

Your role

Manage and oversee the day-to-day operations of P&S: Facilitate trade matching with various industry clearinghouses and contra parties across Equity, UIT and Fixed Income (Corporate, Municipal Bond, etc.) products

Ensure accuracy and compliance with regulatory requirements.

Effectively lead a team of professionals, providing guidance, training, and support to ensure high performance and professional development

Act as first point of contact for local and onshore escalations

Collaborate with internal (front and middle office) and external stakeholders to ensure timely trade matching and settlement

Maintain a culture of continuous improvement and operational excellence by developing and implementing strategies to improve efficiency and effectiveness within the workflow

Monitor market trends and developments to anticipate and respond to changes

Your team

UBS Financial Services Inc. is a leading firm in the financial services industry, dedicated to providing exceptional wealth management service and innovative solutions to our clients. We are seeking a highly motivated and experienced professional to oversee and manage the Purchase & Sales department. P&S services the Global Wealth Management business in the United States, which includes Financial Advisors, Client Service Representatives, and our Global Markets Trading business partners, facilitating trade matching with various industry clearinghouses and contra parties across Equity, UIT and Fixed Income (Corporate, Municipal Bond, etc.) products.

Your expertise

Bachelor's degree in Finance, Business Administration, or a related field; advanced degree preferred

Minimum of 8-10 years of experience in Clearance or related function

Strong knowledge of financial markets and trade lifecycles

Excellent leadership and team management skills

Familiarity with data visualization tools to present complex financial data clearly and concisely

Proficiency in querying and manipulating data for analysis

Exceptional analytical and problem-solving abilities

Strong communication and interpersonal skills

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.

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.


  • Associate Director

    4 weeks ago


    Pune, Maharashtra, India Rubyworks Full time

    About RubyworksRubyworks is a leading financial research company working with global clients in multiple areas including investment banking, equity research, investment research, etcJob SummaryWe seek an Associate Director with 12+ years of experience in financial research, deal execution, or transaction support to lead our Deal Support and Transaction...


  • Pune, Maharashtra, India AGR Knowledge Services Pvt Ltd Full time

    About UsAGR Knowledge Services Pvt.Ltd is into Research and Consulting providing outsourced research solutions to some of the world's largest manufacturing, financial services, consulting, and technology companies.Our team has accomplished more than 3000 assignments for over 250 global clients with over 2/3rd of the revenue coming from repeat clients.AGR...


  • Pune, Maharashtra, India Fiserv Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Calling all innovators – find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card,...

  • Associate Director

    7 days ago


    Pune, Maharashtra, India Standard Chartered Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job ID: 38804Location: Pune, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 8 Sept 2025Job SummaryTo lead, grow, develop and manage the Investment Services business in the allocated territory. The WS will be responsible for driving the Investment Services business through the Various Segment of the Bank...


  • Pune, Maharashtra, India Michael Page Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Own an end-to-end product strategy for supply chain execution systemsLead the digital supply chain disruption, with the freedom to shape roadmapsAbout Our ClientThe hiring organisation is a mid-sized company operating in the business services sector, with a strong focus on technology and innovation. It is known for delivering high-quality solutions and...


  • Pune, Maharashtra, India Ambit Software Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Please share your updated profile with Gauri at at the earliest.Job Title: Associate Director - Client SolutionsLocation: Ambit Software, PuneTotal Experience Required: 10 to 20 yearsJob Overview : We are seeking an experienced Associate Director to lead and oversee the successful implementation of CRM projects. The ideal candidate will have expertise in...


  • Pune, Maharashtra, India Purnartha Investment Advisors Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilities• Create and maintain earnings, valuation, and industrial models for allocated stocks• Analyse data to identify emerging opportunities and risks, justifying your reasoning• Provide Buy recommendations and present findings to the research committee• Track industry-related news, trends, and developments• Devise and perform...


  • Pune, Maharashtra, India UBS Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    IndiaOperationsGlobal Wealth ManagementJob Reference #324778BRCityPuneJob TypeFull TimeYour roleThe Associate Director of Retirement Operations will be responsible for overseeing and managing all aspects of IRA and Qualified Plans operations. This role requires a deep understanding of Retirement plans, strong analytical skills, and the ability to lead a team...

  • Associate Director

    5 days ago


    Pune, Maharashtra, India Financial Training Academy Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position OverviewWe seek an Associate Director with 12+ years of experience in financial research, deal execution, or transaction support to lead our Deal Support and Transaction Collaterals & Solutions division. This role requires a client-centric leader who can oversee high-stakes deal deliverables, manage P&L, and collaborate with stakeholders to ensure...


  • Pune, Maharashtra, India upGrad Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    The Associate Director – Inside Sales is a strategic leadership role responsible for driving sales performance, ensuring operational efficiency, and building high-performing teams. This role requires a seasoned leader with expertise in sales strategy, revenue growth, and team management within a fast-paced, target-driven environment.Key...