In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs – we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.

Are you passionate about asset allocation and portfolio analytics, with a sharp eye for detail? Do you thrive in a fast-paced environment where you’ll apply analytical methods, tools, ensure data accuracy, and deliver timely, customized insights?

We are looking for portfolio strategist within the Chief Investment Office to:

• Develop customized asset allocation analysis & strategies for clients/prospects/research
• Learn and apply analytical tools/methods to support team needs
• Maintain and update data systems for accuracy
• Respond to ad hoc requests with timely analysis
• Collaborate on analytical models with senior team members
• Perform analytics to drive growth and efficiency
• Assist with content preparation and development

Detailed salary information:
• New York: the salary range for this role is $100000 to $130000
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.

Job Reference #

313400BR

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

The CIO Portfolio strategy team is a diverse group of experts specializing in asset allocation, portfolio construction, and quantitative research/development. By working collaboratively, we design bespoke solutions and insight to support individuals and institutions in navigating asset allocation, private markets, hedge fund strategies, portfolio management, and risk assessment. Our purpose is to deliver tailored advice, serving UHNW clients, families, and institutions with precision and care.

Your expertise

• excellent Excel and PowerPoint skills
• experience with MATLAB for analytics, modeling and programming
• fundamental knowledge of asset allocation concepts, portfolios analytics, and financial markets
• ability to prepare detailed, client-facing materials with complete accuracy and high clarity
• strong analytical and qualitative skills
• willing and able to quickly learn and adapt, while managing several tasks and deadlines
• coachable professional with good business sense
• excellent communication skills, both written and oral
• ability to work both independently and as a team player

*LI-UBS

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 $100000 to $130000 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.