We are looking for a Asset Allocation Strategist to:

- Support tactical asset allocation recommendations by driving the development of portfolio construction methodologies, including performance measurement and risk management.
- Monitor tactical investment performance across the full range of strategies, recommending adjustments as needed based on research and the evaluation of potential investments.
- Take a leading role in the US in developing Capital Market Assumptions (CMAs) and Strategic Asset Allocations (SAAs), working in partnership with the Global Asset Allocation team and key internal stakeholders.
- Analyze long-term economic and market trends to inform the development of CMAs and SAAs.
- Lead research on portfolio strategy considerations, such as the cost of staying in cash, potential drawdown and recovery time for different portfolios, and portfolio rebalancing strategies.
- Collaborate with Global Investment Management in GWM on the development and marketing of CIO-aligned House View SMAs.
- Present research findings within CIO and to a wide array of stakeholders in GWM, and contribute to the creation of research publications.

Detailed salary information:
• New York: 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.

Job Reference #

323654BR

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

You will be joining the US asset allocation team in the Chief Investment Office (CIO) within UBS Global Wealth Management (GWM). The CIO aims to provide institutional quality investment advice to private wealth clients by researching and communicating investment opportunities and portfolio strategies. The US asset allocation team plays a central role in this entire process, reflected by the development of the UBS “House View,” which is the overall economic, market, and asset allocation view for GWM. The team is responsible for producing tactical and strategic asset allocation recommendations for the US business, supporting Financial Advisors through Discretionary and Advisory channels. The team is comprised of experienced investment management professionals, working in close collaboration with CIO colleagues in the US and globally.

Your expertise

- A BA or Master’s degree or equivalent (e.g., CFA), preferably with a quantitative focus.
- Ideally 7+ years of experience in a finance role with similar responsibilities, including portfolio strategy, portfolio construction, and quantitative methods.
- Experience working within an organization supporting institutional quality investment processes.
- A confident decision-maker, highly organized and detail oriented.
- Capable of communicating complicated economic, finance, and portfolio concepts to a general investor audience.
- Strong Excel, Bloomberg, and PowerPoint skills, and familiarity with Matlab or comparable programming languages.
- Series 7 and 66 (or equivalent) or willing to obtain immediately upon hire.

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 $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.

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.

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.