You are passionate about alternative investments, especially real estate? You know what it takes to keep existing clients happy and bring new ones on board?

We are looking for a Capability Specialist to:

• coordinate and complete requests for proposals, request for information, due diligence questionnaires and ad hoc requests in support of new business and existing relationships.
• provide support to investment specialists by providing information to respond to client and consultant requests.
• develop strong investment and product knowledge within real estate investment products.
• liaise with client service, investment specialists, legal and compliance, portfolio management and other departments to gather information for responses to client prospects, existing clients and real estate consultants. Learn data sources and procedures within the business to facilitate collection of information.
• develop and maintain proposal language responses and relevant data on internal and external databases.
• complete various ad-hoc projects to support the broader initiatives of marketing, client services, and portfolio management.

Job Reference #

323049BR

City

Hartford

Job Type

Full Time

Your team

You’ll be working in the Capability Specialist team in Hartford, CT

Your expertise

• client focus
• strong attention to detail
• project management skills
• ability to meet tight deadlines
• excellent written and oral communication skills
• strong organizational and project management skills to handle multiple projects
• real estate investment knowledge and experience
• ability to contribute to a team environment
• proficient use of technology, including but not limited to Microsoft Office
• bachelor’s degree

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.

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.