UBS Financial Services is looking to hire a Wealth Management Analyst to work as a portfolio manager with a large advisory team in our Cincinnati Market. This salaried position will play an important role managing the team’s equity and fixed income investment portfolios and generating its strategic view of the markets in collaboration with other members of the portfolio management team and its investment committee. Responsibilities include ongoing research and analysis of existing and potential portfolio holdings, executing equity and fixed income trades across all accounts, providing regular market, economic and portfolio updates to the investment committee, and importantly collaborating with the investment committee to establish the strategic direction for the investments making up its book. While this is not primarily a client-facing role, it will involve participation in client/prospect meetings on an occasional basis.

Excellent communication skills and an enthusiasm for collaborating with other team members and clients are critical to the success of the position.

Job Reference #

307602BR

City

Cincinnati

Job Type

Full Time

Your team

You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.

Your expertise

• Minimum of 5 years of professional experience in investment management as a portfolio manager or equity / fixed income analyst
• CFA charter holder (or demonstrated commitment to achieving) and/or MBA strongly preferred
• Strong analytical and critical reasoning skills
• Knowledge of fundamental equity and fixed income research methodologies; Excellent oral and written communication skills, and the ability to collaborate effectively on a team.
• Experience with Microsoft Office Products, particularly Excel, required
• The ability to work under pressure and manage complex situations and deadlines while maintaining a high attention to detail
• Series 7 and 66 licenses.

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

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.