Naiya Khushalani

Director (VP) at UBS Wealth Management

Role: Director (VP) - Head of Trade Processing and Account Transfers at UBS
Location: Mumbai, IN
LinkedIn followers: 500 followers

About Naiya Khushalani

Experienced Financial Associate with a demonstrated history of working in the financial services industry. Skilled in Financial Analysis and Reporting, Financial Modeling, Forecasting. Strong professional with a MA focused in International Economics and Finance from Brandeis International Business School and a BA focused in Economics and Business Administration.

Experience

Director (VP) - Head of Trade Processing and Account Transfers
UBS
Mar 2026 — Present · Pune City, IN

Education

Calcutta International School Society
'O' Levels and 'A' Levels, Economics, Accounting, Business Studies, Applied Mathematics
2004 — 2006
Brandeis School of Business and Economics
MA, International Economics and Finance
2011 — 2013
Wartburg College
BA, Economics, Business Administration
2006 — 2010

Skills

Economics
Financial Accounting
Stata
Capital Iq
Investments
Management
Corporate Finance
Financial Reporting
Portfolio Management
Competitive Analysis
Windows
Basic Bengali and Gujarati
Bloomberg
Microsoft Office
Fluent English
English
Sec Financial Reporting
Financial Analysis
Analytical Skills
Microsoft Excel
Powerpoint
Valuation
Us Gaap Reporting
Cost Accounting
Business Valuation
Thomsonone
Microsoft Word
Analysis
Bloomberg Terminal
Microsoft Powerpoint
Econometrics
Equity Research
Fluent Hindi
Microsoft Outlook
Leadership
Finance
Equity Valuation
Mac Os X
Financial Modeling
Quantitative Analytics

Contact information

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Current company

瑞银集团

Financial Services · 117K employees · Founded 1862

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

ubs.com

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About Naiya Khushalani

Experience

Director (VP) - Head of Trade Processing and Account Transfers

Education

Calcutta International School Society

Brandeis School of Business and Economics

Wartburg College

Skills

Find verified contacts for anyone on LinkedIn