United States - New York

Investment Banking

Investment Bank

Your role

We are opportunistically seeking a Cross-Asset/Technical subject matter expert to join the Equity Advisory Group within Unified Global Markets. The specialist will serve as the primary resource for advice on cross-asset investing and present the broad UBS view across a range of asset classes spanning from equities, credit, rates, FX, and commodities across developed and emerging markets. This includes communicating macro commentary, portfolio positioning advice and recommendations to UBS Wealth Management Advisors and clients. The successful candidate will be expected to proactively contribute ideas with the Desk which will shared more broadly with Financial Advisors as well as with colleagues in trading, research, the Investment Bank, CIO, National Sales, etc.

Job Reference #

309937BR

City

New York

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

Within Unified Global Markets, the Equity Advisory Group (EAG) partners with WMA Financial Advisors to deliver the firm by providing comprehensive advice on all aspects of equity investing: discussing the macro outlook, conducting in-depth portfolio reviews, deciphering portfolio positioning opportunities, identifying actionable ideas and helping Advisors utilize listed options.

Your expertise

• minimum of three years of experience as a sell-side analyst, investor, researcher or strategist
• passion with a demonstrated interest in the financial markets.
• motivated by intellectual curiosity, growing businesses, setting goals, and measuring your performance against them
• basic understanding of financial instruments, asset classes, macroeconomic & geopolitical drivers, intermarket relationships, and statistics.
• detail oriented with the ability to communicate findings/recommendations in simple business terms to clients and financial advisors verbally and in writing.
• comfortable in presenting ideas to small to medium groups in person, over the phone, and using video software.
• ability to analyze data presented in charts or datasets to “connect the dots” and draw logical conclusions based on the technical analyst’s toolkit..
• multi-task in a fast-paced environment without sacrificing quality.
• comfortable working with large numerical datasets.
• advanced MS Excel and PowerPoint skills with the ability to manage large files.
• willingness to pursue the CMT designation and satisfy the requirements to obtain certification in a timely manner.
• previous experience and comfort with charting platforms (e.g., Bloomberg, Optuma, Updata, TradeStation, etc.).
• completed the required FINRA exams (SIE, Series 7, Series 66).
• cleared level 1 or higher of the CMT or CFA exam.
• proficiency in programming/coding.

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.

Salary information

US Only: The expected salary range for this role is $135000 to $175000 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.