The successful candidate will be an integral part of the Municipal Fixed Income team and assist in building relationships with dealers and counterparties, ensuring trade integrity, and providing analysis and feedback on portfolio construction. The portfolio manager role will work under the guidance of senior portfolio managers and actively contribute to discussions on market conditions and trading opportunities, and participate in monthly investment positioning across numerous strategies.

Key Responsibilities include:
• Allocation and execution of trades across client portfolios
• Knowledgeable trading of all aspects of investment grade municipals across the curve
• Maintenance and rebalancing portfolios across strategies
• Working with InvestorTools to increase automation, improve quality of data, and create new trading tools
• Engagement with advisors/clients in relation to markets and portfolio strategy
• Update and maintenance of reports for weekly/bi-weekly strategy meetings

Detailed salary information:
• New York: the salary range for this role is $170000 to $215000
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 #

320923BR

City

New York

Job Type

Full Time

Your team

You’ll be working in UBS Global Asset Management's Municipal Fixed Income in New York. Our team is responsible for the management of Municipal Bonds portfolios for private clients on the Separately Managed Account (SMA) platform. As a portfolio manager, you’ll play an important role in the real-time implementation and management of investment portfolios.

Your expertise

• ideally 3+ Years of Municipal Portfolio Management and Trading Experience
• Strong working knowledge of InvestorTools Perform Portfolio Management System
• Numerical and analytic skillset with excellent attention to detail
• Comfort with discussing markets and portfolio strategy
• Keen interest in markets
• Strong interpersonal skills
• Ability to work well under pressure

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 $170000 to $215000 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 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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.