OCIO Portfolio Analyst – Endowments, Foundations, and Family Offices bei UBS Group AG

Are you passionate about managing institutional portfolios with purpose and precision? Do you thrive in a client-facing environment where you can apply your investment acumen to help mission-driven organizations achieve long-term success? Are you a collaborative portfolio professional who enjoys working across asset classes and internal teams?
We’re looking for someone like this to join our OCIO team focused on Endowments, Foundations, and Family Offices who can:
- Serve as a key member of the discretionary Portfolio Management Team for OCIO clients
- Manage and implement multi-asset class portfolios, including asset allocation, manager selection, and risk oversight
Define workflows and models for rebalancing, trading, liquidation, subscriptions, redemptions, capital calls
-Direct trades, monitor drift and rebalancing thresholds, and conformance to IPS guidelines
- Conduct client discovery, draft investment policy statements (IPS), and deliver quarterly performance reporting
- Define performance reporting and attribution templates and process to ensure consistency and transparency across client portfolios
- Work with other members of the investment team to define trades and transactions based on CIO views and committee decisions
- Partner with internal advisors and consultants to win new mandates and raise assets
- Collaborate with internal teams (e.g., Investment Office, Risk, Legal, Operations, Reporting, Technology) to ensure seamless portfolio implementation and servicing
- Support onboarding, trading, rebalancing, and client cash flow management
- Contribute to the development of institutional-quality content (e.g., white papers, RFP responses, portfolio proposals)
- Maintain a deep understanding of global capital markets and investment vehicles, fluency across all asset classes, including alternative investments
- Demonstrate fluency across all asset classes, including traditional and alternative investments

Detailed salary information:
• Weehawken: the salary range for this role is $160000 to $220000
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.

Weehawken

Full Time

United States - New Jersey

Portfolio and fund management

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.

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.

You’ll be working in the OCIO team within the Portfolio Strategy business of Global Wealth Management, based in Weehawken. This team delivers discretionary portfolio management to institutional and private clients, including endowments, foundations, and family offices. You’ll collaborate closely with Financial Advisors, the OCIO Team, Portfolio Advisory Group, and internal product and operations teams to deliver customized investment solutions and exceptional client service.

- ideally 8+ years of experience managing or advising institutional portfolios, preferably for endowments, foundations, and family offices
- Strong understanding of portfolio construction, asset allocation, manager selection, and risk management
- Experience with investment platforms and vehicles including mutual funds, ETFs, structured products, SMAs, and alternative investments
- Excellent communication skills—both written and verbal—with the ability to engage clients and internal stakeholders
- Strong analytical skills and proficiency in Microsoft Excel, PowerPoint, and Word
- Familiarity with investment policy development, performance reporting, and client onboarding
- FINRA licenses: SIE, Series 7, and Series 66 (or willingness to obtain within 90 days)
- ideally Bachelor’s degree; CFA or CAIA preferred

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.

US Only: The expected salary range for this role is $160000 to $220000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.