Do you have a strong track record in Advisory sales or investment consulting? Are you passionate about equity markets? Do you enjoy partnering with clients to deliver and monetize solutions? Can you operate autonomously while managing growth targets?

We're looking for a HOLT Salesperson to:
• integrate and monetize HOLT tools and data within the investment processes of the world’s largest institutional investors
• lead cross-functional teams to provide HOLT coverage for US-based hedge funds, asset managers, pension funds, and quantitative funds
• collaborate with leaders across the UBS Sales & Trading floor to identify and partner with key clients of the firm
• drive end-to-end client lifecycle management, including setting commercial expectations and becoming a strategic partner for senior stakeholders at large, sophisticated clients
• contribute meaningfully to the unique culture of the HOLT and UBS organizations

Detailed salary information:
• New York: the salary range for this role is $233750 to $251250
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 #

327949BR

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 part of a highly innovative and collaborative team within UBS. You will interact daily with your sales colleagues and the HOLT research team to deliver HOLT-based investment insights to your clients and prospects. You will also engage with the broader UBS platform to leverage client relationships and deliver HOLT-based solutions.

Your expertise

• 5+ years of experience in institutional sales, equity research, investment management, or consulting
• strong verbal and written communication skills, including public speaking and comfort presenting to senior stakeholders
• a passion for equity markets and building a process-driven approach to investing
• collaborative and personable, with a demonstrated ability to manage parallel workstreams in a high-paced, dynamic environment
• highly motivated self-starter with attention to detail and a thoughtful approach to client management
• experience working with hedge funds and understanding of the industry a strong preference
• CFA charterholder, CPA title, or progress toward either is a strong preference

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 $233750 to $251250 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.