Hybrid Risk and Liquidity Manager – OCIO Group en UBS
UBS · Weehawken, Estados Unidos De América · Hybrid
- Senior
- Oficina en Weehawken
Your role
The Risk and Liquidity Manager is a critical member of the OCIO team, responsible for overseeing investment risk and liquidity management across diversified, multi-asset class portfolios. These portfolios serve a sophisticated institutional client base, including endowments, foundations, retirement plans, and ultra-high-net-worth families. This role supports the firm’s risk governance framework, delivers actionable insights to portfolio team and clients, and ensures investment strategies align with client objectives and risk tolerances.
We're looking for a Risk and Liquidity Manager to:
• Lead the identification, measurement, and monitoring of portfolio and aggregate client risk exposures, including market, credit, factor, interest rate, inflation, & currency risks.
• Design and implement forward-looking liquidity projections and stress testing across portfolios, incorporating both public and private market exposures.
• Manage selection, implementation, setup and testing of risk and analytics systems
• Develop and maintain risk analytics, dashboards, and reporting tools for use by portfolio managers, OCIO leadership, and client stakeholders.
• Conduct scenario analysis, value-at-risk (VaR), and tail-risk assessments using internal and third-party risk systems.
• Monitor redemption terms, lockups, and gating risks of underlying fund investments to ensure alignment with client liquidity needs and spending policies.
• Create liquidity models based on client/institutional spending needs and portfolio liquidity availability
• Serve as a subject matter expert in client meetings, delivering tailored risk and liquidity insights and supporting new client onboarding with modeling and analysis.
• Collaborate with investment and compliance teams to refine risk policies, investment guidelines, and portfolio construction parameters.
• Prepare and present risk reports to internal investment committees, audit and compliance teams, and client boards as needed
• Partner with technology, operations, and analytics teams to enhance risk reporting platforms, data pipelines, and ensure data integrity.
• Stay current on industry best practices, regulatory developments, and emerging risks relevant to institutional portfolios.
Detailed salary information:
• Weehawken: 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.
We're looking for a Risk and Liquidity Manager to:
• Lead the identification, measurement, and monitoring of portfolio and aggregate client risk exposures, including market, credit, factor, interest rate, inflation, & currency risks.
• Design and implement forward-looking liquidity projections and stress testing across portfolios, incorporating both public and private market exposures.
• Manage selection, implementation, setup and testing of risk and analytics systems
• Develop and maintain risk analytics, dashboards, and reporting tools for use by portfolio managers, OCIO leadership, and client stakeholders.
• Conduct scenario analysis, value-at-risk (VaR), and tail-risk assessments using internal and third-party risk systems.
• Monitor redemption terms, lockups, and gating risks of underlying fund investments to ensure alignment with client liquidity needs and spending policies.
• Create liquidity models based on client/institutional spending needs and portfolio liquidity availability
• Serve as a subject matter expert in client meetings, delivering tailored risk and liquidity insights and supporting new client onboarding with modeling and analysis.
• Collaborate with investment and compliance teams to refine risk policies, investment guidelines, and portfolio construction parameters.
• Prepare and present risk reports to internal investment committees, audit and compliance teams, and client boards as needed
• Partner with technology, operations, and analytics teams to enhance risk reporting platforms, data pipelines, and ensure data integrity.
• Stay current on industry best practices, regulatory developments, and emerging risks relevant to institutional portfolios.
Detailed salary information:
• Weehawken: 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
Weehawken
Job Type
Full Time
Country / State
United States - New Jersey
Function Category
Risk
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
The Risk and Liquidity Manager is a critical member of the OCIO team, responsible for overseeing investment risk and liquidity management across diversified, multi-asset class portfolios. These portfolios serve a sophisticated institutional client base, including endowments, foundations, retirement plans, and ultra-high-net-worth families. This role supports the firm’s risk governance framework, delivers actionable insights to portfolio team and clients, and ensures investment strategies align with client objectives and risk tolerances.
Your expertise
• ideally 7+ years of experience in investment risk, portfolio analytics, or risk consulting, ideally within an OCIO, asset management, or institutional investment setting.
• Deep understanding of institutional portfolio construction across both public and private markets.
• Proficiency with risk platforms such as Aladdin, MSCI RiskMetrics, BarraOne, Bloomberg PORT, or Clearwater.
• Advanced Excel skills; experience with Python, SQL, or R is highly desirable.
• Familiarity with liquidity modeling, cash flow analysis, and alternative investment structures.
• CFA, FRM, or CAIA designation preferred.
• Strong communication skills with the ability to translate complex risk concepts for both technical and non-technical audiences.
• Proven ability to thrive in a collaborative, fast-paced, and team-oriented environment.
• Deep understanding of institutional portfolio construction across both public and private markets.
• Proficiency with risk platforms such as Aladdin, MSCI RiskMetrics, BarraOne, Bloomberg PORT, or Clearwater.
• Advanced Excel skills; experience with Python, SQL, or R is highly desirable.
• Familiarity with liquidity modeling, cash flow analysis, and alternative investment structures.
• CFA, FRM, or CAIA designation preferred.
• Strong communication skills with the ability to translate complex risk concepts for both technical and non-technical audiences.
• Proven ability to thrive in a collaborative, fast-paced, and team-oriented environment.
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.
