Bruna Farao
Performance Reporting Specialist
- Role
- Performance Reporting Specialist at UBS
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Bruna Farao
I believe that my intrinsic desire for balance and harmony brought me to data analytics…
Experience
Performance Reporting Specialist
Apr 2023 — Present · Nashville, TN, US
Provide support to client advisors and perform data analysis for investment portfolios in an effort to produce accurate performance reports.• Research and respond to internal and external client inquiries. Service Works and email inquiries related to unexpected investment portfolio performance results.• Participate in change initiatives which impact the team\'s workflows and/or performance reporting systems. Educate Financial Advisors and their staff regarding the performance reporting systems, calculations, and performance concepts.• Ensure integrity of data used for client investment performance reporting across nearly 4 million UBS custody accounts. Oversee systematic reconciliations between portfolio performance reporting systems (underlying accounting, cash flows, return query, etc.) and investigate performance outliers to maximize data integrity within client accounts.
Education
VitalSmart
Certification , Crucial Conversations
2018 — 2018
Arizona State University
Master's degree, Communication
2018 — 2021
Arizona State University
Interdisciplinary Studies, Business and Organizational Leadership
2015 — 2017
Nashville Software School
Data Analytics
Miami Dade College
Associate's degree
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