United States - New York

Business management, administration and support, Client advisory / Relationship management, Portfolio and fund management, Quantitative Analysis

Global Wealth Management

Job Reference #

301781BR

City

New York

Job Type

Full Time

Your role

We're looking for a Senior Wealth Strategy Associate - Portfolio Manager to:
• Produce daily, weekly and monthly reports for the Senior PM highlighting fundamental and technical KPIs using data resources including FactSet, Zacks and Bloomberg data bases.
• Support Senior PM by listening to daily UBS IB research calls, reading UBS and other IB equity and equity strategy research notes and summarizing relevant information on portfolio companies for PM.
• Listen to and or read transcripts of earnings calls and conference presentations for portfolio companies and summarize for the Senior PM
• Support model maintenance activity including cash deployment, cash raising, model rebalancing using trading platform tools. Develop and implement process for efficient portfolio model maintenance for two portfolio models across approx. 900 separate accounts covering ~1.1B AUM.
• Collaborate with Senior PMs four FA partners on our team of 14 total members to communicate portfolio strategy, on board new client accounts to the strategies.
• Proactively manage tax efficiency in taxable client accounts.

Detailed salary information :
• New York: the salary range for this role is $85000 to $130000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Your team

You’ll be working as part of Wealth Management Americas in New York City. As a Senior Wealth Strategy Associate-Portfolio Manager, you’ll play an important role in working with a professional and highly respected team.

Your expertise

• College Degree from accredited four year program with exposure to either economics, accounting and finance curriculum.
• series 7 and 66 licenses
• 2 years plus experience in securities research or wealth management support role with a focus on equity portfolio activities.
• Proficient in Excel.
• Working knowledge of Bloomberg and FactSet is a plus.
• Proactive engagement, creative thinking and collaboration skills required.

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 $85000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.