UBS
Equity Sector Strategist - US Financials - Executive Director
UBS, New York, NY, United States
Your role
Does investment analysis interest you? Are you an investment professional who is innovative, a broad thinker, and passionate about financial markets? Do you have the ability to generate superior investment performance, multitask and communicate well? Do you have excellent analytical and collaboration skills?
We're looking for someone like that who can:
• serve as an equity sector strategist for the US Financials sector:
o recommend individual stocks that will generate outperformance, evaluate the sector in a portfolio context, focusing on high level sector dynamics, subsector positioning, and identify key sector themes
o present research views to colleagues, internal partners, financial advisors, and UBS Global Wealth Management clients in both written and verbal formats
• the sector strategist should possess a strong knowledge of the Financials sector and should be able to identify the critical drivers of sector-, sub-sector, and stock-level investment performance. The candidate should possess a verifiable, successful investment track record and demonstrate the ability and willingness to work in a team environment, collaborating across asset classes and geographies
• the sector strategist will work in conjunction with the equity strategy team to formulate their macro sector views relative the overall equity market
• the sector strategist will also work closely with colleagues in UBS Asset Management to assist in stock selection for a suite of separately managed accounts with $70 billion of assets under management.
• the sector strategist should be able to utilize their detailed industry knowledge to develop thematic investment ideas that may cut across sectors and asset classes. As such, a broad understanding of cross-sector and cross-asset class dynamics is desirable
• the successful sector strategist will have the ability to communicate complex investment concepts, in written and verbal format, in a way that is easy to understand and resonates with UBS Global Wealth Management clients
Detailed salary information:
• New York: the salary range for this role is $207500 to $282500
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.
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?
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.
Your team
UBS is the leader in global wealth management with over $4 trillion in client assets. The equity sector strategist is part of the UBS Global Wealth Management Chief Investment Office (CIO). CIO is the engine that drives investment views for UBS Global Wealth Management as well as Asset Management-aligned investment products. CIO encompasses investment professionals across equities, fixed income, commodities, currencies, thematic investing, and financial planning in all regions around the world. The equity sector strategist also works closely with a large network of financial advisors, internal partners, and wealth management clients. Our team's primary goal is to identify and effectively communicate investment opportunities and market risks to help preserve and grow our clients' wealth.
Your expertise
• ideally minimum 7 years financial services / investment analysis experience
• fluency in all aspects of financial analysis
• experience as a portfolio manager or sector strategist a plus
• ideally CFA/MBA a plus
• series 7, 66, 86 & 87 preferred
• a willingness to travel domestically, meet with financial advisors, internal partners and clients with the ability to deliver a compelling investment conclusion
*LI-UBS
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 $207500 to $282500 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Does investment analysis interest you? Are you an investment professional who is innovative, a broad thinker, and passionate about financial markets? Do you have the ability to generate superior investment performance, multitask and communicate well? Do you have excellent analytical and collaboration skills?
We're looking for someone like that who can:
• serve as an equity sector strategist for the US Financials sector:
o recommend individual stocks that will generate outperformance, evaluate the sector in a portfolio context, focusing on high level sector dynamics, subsector positioning, and identify key sector themes
o present research views to colleagues, internal partners, financial advisors, and UBS Global Wealth Management clients in both written and verbal formats
• the sector strategist should possess a strong knowledge of the Financials sector and should be able to identify the critical drivers of sector-, sub-sector, and stock-level investment performance. The candidate should possess a verifiable, successful investment track record and demonstrate the ability and willingness to work in a team environment, collaborating across asset classes and geographies
• the sector strategist will work in conjunction with the equity strategy team to formulate their macro sector views relative the overall equity market
• the sector strategist will also work closely with colleagues in UBS Asset Management to assist in stock selection for a suite of separately managed accounts with $70 billion of assets under management.
• the sector strategist should be able to utilize their detailed industry knowledge to develop thematic investment ideas that may cut across sectors and asset classes. As such, a broad understanding of cross-sector and cross-asset class dynamics is desirable
• the successful sector strategist will have the ability to communicate complex investment concepts, in written and verbal format, in a way that is easy to understand and resonates with UBS Global Wealth Management clients
Detailed salary information:
• New York: the salary range for this role is $207500 to $282500
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.
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?
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.
Your team
UBS is the leader in global wealth management with over $4 trillion in client assets. The equity sector strategist is part of the UBS Global Wealth Management Chief Investment Office (CIO). CIO is the engine that drives investment views for UBS Global Wealth Management as well as Asset Management-aligned investment products. CIO encompasses investment professionals across equities, fixed income, commodities, currencies, thematic investing, and financial planning in all regions around the world. The equity sector strategist also works closely with a large network of financial advisors, internal partners, and wealth management clients. Our team's primary goal is to identify and effectively communicate investment opportunities and market risks to help preserve and grow our clients' wealth.
Your expertise
• ideally minimum 7 years financial services / investment analysis experience
• fluency in all aspects of financial analysis
• experience as a portfolio manager or sector strategist a plus
• ideally CFA/MBA a plus
• series 7, 66, 86 & 87 preferred
• a willingness to travel domestically, meet with financial advisors, internal partners and clients with the ability to deliver a compelling investment conclusion
*LI-UBS
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 $207500 to $282500 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.