UBS
Senior Wealth Strategy Associate - Portfolio Manager
UBS, New York, New York, us, 10261
Your role
We're looking for a Senior Wealth Strategy Associate - Portfolio Manager AnalystA wealth management team within the UBS Private Wealth Management division is seeking a Senior Wealth Strategy Associate (SWSA) to support its senior Portfolio Manager. The PM manages two portfolio models across approximately 900 separate accounts covering $1.1B AUM. The SWSAs primary responsibility will be to conduct in-depth research and analysis on companies within the large cap GARP sector, providing valuable insights to support our investment decisions. The SWSA will be actively engaged with the senior PM to provide new intellectual capital, will be an integral part of our team, and will have a direct impact on the portfolio.
Produce daily, weekly and monthly reports for the PM highlighting fundamental and technical KPIs using data resources including FactSet, Zacks, Bloomberg databases and UBS IB internal resources.• Support PM by listening to daily UBS IB research calls, reading equity strategy research notes and summarizing relevant information on portfolio companies.• Stay current on earnings calls and conference presentations for portfolio companies to summarize for PM.• Monitor and evaluate existing portfolio holdings, identifying opportunities and risks.• Generate new investment ideas - prepare detailed reports and presentations for internal discussions with PM.• Support model maintenance activity including cash deployment and model rebalancing using trading platform tools. Develop and implement process for efficient portfolio model maintenance.• Collaborate with the financial advisor partners and team members to communicate portfolio strategy, performance, and onboard new client accounts into the strategies.• Proactively manage tax efficiency
Detailed salary information:• New York: the salary range for this role is $85000 to $130000The 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.
Your team
You'll be working as part of Private Wealth Management Americas in New York City. As a Senior Wealth Strategy Associate- Portfolio Manager Analyst, you'll play an important role in working with a professional and highly respected team.
Your expertise
• College Degree from accredited four-year program with exposure to either economics, accounting and finance curriculum.• Series 7 and 66 licenses• 2 years plus experience in securities research or wealth management support role with a focus on equity portfolio activities.• Proficient in Excel• Working knowledge of Bloomberg and FactSet is a plus.• Proactive engagement, creative thinking and collaboration skills required.• Self-motivated, independent worker and intellectually honest with a demonstrated interest in equity markets.• CFA levels (in process or completed) is a plus.
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 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?
We're looking for a Senior Wealth Strategy Associate - Portfolio Manager AnalystA wealth management team within the UBS Private Wealth Management division is seeking a Senior Wealth Strategy Associate (SWSA) to support its senior Portfolio Manager. The PM manages two portfolio models across approximately 900 separate accounts covering $1.1B AUM. The SWSAs primary responsibility will be to conduct in-depth research and analysis on companies within the large cap GARP sector, providing valuable insights to support our investment decisions. The SWSA will be actively engaged with the senior PM to provide new intellectual capital, will be an integral part of our team, and will have a direct impact on the portfolio.
Produce daily, weekly and monthly reports for the PM highlighting fundamental and technical KPIs using data resources including FactSet, Zacks, Bloomberg databases and UBS IB internal resources.• Support PM by listening to daily UBS IB research calls, reading equity strategy research notes and summarizing relevant information on portfolio companies.• Stay current on earnings calls and conference presentations for portfolio companies to summarize for PM.• Monitor and evaluate existing portfolio holdings, identifying opportunities and risks.• Generate new investment ideas - prepare detailed reports and presentations for internal discussions with PM.• Support model maintenance activity including cash deployment and model rebalancing using trading platform tools. Develop and implement process for efficient portfolio model maintenance.• Collaborate with the financial advisor partners and team members to communicate portfolio strategy, performance, and onboard new client accounts into the strategies.• Proactively manage tax efficiency
Detailed salary information:• New York: the salary range for this role is $85000 to $130000The 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.
Your team
You'll be working as part of Private Wealth Management Americas in New York City. As a Senior Wealth Strategy Associate- Portfolio Manager Analyst, you'll play an important role in working with a professional and highly respected team.
Your expertise
• College Degree from accredited four-year program with exposure to either economics, accounting and finance curriculum.• Series 7 and 66 licenses• 2 years plus experience in securities research or wealth management support role with a focus on equity portfolio activities.• Proficient in Excel• Working knowledge of Bloomberg and FactSet is a plus.• Proactive engagement, creative thinking and collaboration skills required.• Self-motivated, independent worker and intellectually honest with a demonstrated interest in equity markets.• CFA levels (in process or completed) is a plus.
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 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?