- Senior
- Optionales Büro in New York
Your role
To further enhance the investment capabilities and support growth in Discretionary Mandates and Advisory businesses, the team is seeking to add an individual who will help drive investment and portfolio strategy research. The position will complement existing macroeconomic, financial market, and asset allocation research that collectively informs tactical and strategic investment recommendations and portfolio implementation guidance. The person should be able to excel in a fast paced environment, contributing to the entire investment process.
Responsibilities
• Conduct research to formulate tactical investment views across major asset classes (equities, credit, bonds, and commodities) and thematic topics.
• Recommend implementation strategies for cross-asset investment views into multi-asset portfolios, focused on long-only funds and overlay strategies.
• Monitor tactical investment performance across the full range of strategies, recommending adjustments based on performance reviews and attribution analysis.
• Contribute to the development of Capital Market Assumptions (CMAs) and Strategic Asset Allocations (SAAs) by analyzing long-term economic and market trends, and their multi-asset portfolio implications.
• Collaborate with Global Investment Management in GWM on the development and marketing of CIO-aligned House View solutions.
• Present research findings within CIO and to a wide array of stakeholders in GWM, and contribute to the creation of research publications.
Detailed salary information:
• New York: the salary range for this role is $157000 to $205000
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.
Responsibilities
• Conduct research to formulate tactical investment views across major asset classes (equities, credit, bonds, and commodities) and thematic topics.
• Recommend implementation strategies for cross-asset investment views into multi-asset portfolios, focused on long-only funds and overlay strategies.
• Monitor tactical investment performance across the full range of strategies, recommending adjustments based on performance reviews and attribution analysis.
• Contribute to the development of Capital Market Assumptions (CMAs) and Strategic Asset Allocations (SAAs) by analyzing long-term economic and market trends, and their multi-asset portfolio implications.
• Collaborate with Global Investment Management in GWM on the development and marketing of CIO-aligned House View solutions.
• Present research findings within CIO and to a wide array of stakeholders in GWM, and contribute to the creation of research publications.
Detailed salary information:
• New York: the salary range for this role is $157000 to $205000
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.
City
New York
Job Type
Full Time
Country / State
United States - New York
Function Category
Research
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.
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.
Your team
You will be joining the US asset allocation team in the Chief Investment Office (CIO) within UBS Global Wealth Management (GWM). The CIO aims to provide institutional quality investment advice to private wealth clients by researching and communicating investment opportunities and portfolio strategies. The US asset allocation team plays a central role in this entire process, reflected by the development of the UBS “House View,” which is the overall economic, market, and asset allocation view for GWM. The team is responsible for producing tactical and strategic asset allocation recommendations for the US business, supporting Financial Advisors through Discretionary and Advisory channels. The team is comprised of experienced investment management professionals, working in close collaboration with CIO colleagues in the US and globally.
Your expertise
• BA or Master’s degree or equivalent (e.g., CFA).
• Minimum 7-10 years of experience in a finance role with similar responsibilities, including investment strategy and portfolio management.
• Experience working within an organization supporting institutional quality investment processes.
• A confident decision-maker, highly organized and detail oriented.
• Capable of communicating complicated economic, finance, and portfolio concepts to a general investor audience.
• Strong Excel, Bloomberg, and PowerPoint skills, and familiarity with programming languages such as Matlab.
• Series 7 and 66 (or equivalent) or willing to obtain immediately upon hire.
• The position is located in the UBS office located at 1285 Ave. of the Americas New York, New York office. You are expected to be in the office at least three days per week.
• Minimum 7-10 years of experience in a finance role with similar responsibilities, including investment strategy and portfolio management.
• Experience working within an organization supporting institutional quality investment processes.
• A confident decision-maker, highly organized and detail oriented.
• Capable of communicating complicated economic, finance, and portfolio concepts to a general investor audience.
• Strong Excel, Bloomberg, and PowerPoint skills, and familiarity with programming languages such as Matlab.
• Series 7 and 66 (or equivalent) or willing to obtain immediately upon hire.
• The position is located in the UBS office located at 1285 Ave. of the Americas New York, New York office. You are expected to be in the office at least three days per week.
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.
We have a presence in all major financial centers in more than 50 countries.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary information
US Only: The expected salary range for this role is $157000 to $205000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
