Multi Asset Analyst
UBS
Do you have a passion for the broad financial market and investing? Do you enjoy listening to leading money managers talk about the markets and where they are finding opportunity? Are you an analytical thinker who can digest qualitative and quantitative information to build a compelling investment thesis?
We are looking for someone like that to serve as an analyst with ownership for recommendations for a group of option or multi-asset class strategies. Your responsibilities would include:
• assessing investment manager skill through qualitative and quantitative analysis, including conducting manager interviews, screening investment opportunities, interpreting MPT statistics, and performing holdings-based portfolio reviews.
• formulating investment recommendations based on analysis. Preparing and presenting written recommendations to our Investment Committee.
• keeping abreast of market and economic conditions for relevant asset classes and strategies. Regularly communicating ideas and insights with team.
• maintaining relationships with investment managers, including frequent contact with investment managers and providing regular updates on performance and significant events.
• developing and communicating educational content around investment managers on the platform. Educating financial advisors and advisory sales on investment strategies, asset class trends, and events through conference calls, blog posts, and white papers.
• continuously aid in developing best practices regarding researching managers, implementing strategies within portfolios, and advising financial advisors and their clients. Participating in and/or leading projects around investment products or thought leadership.
Detailed salary information:
• Weehawken: the salary range for this role is $100000 to $130000
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.
We are looking for someone like that to serve as an analyst with ownership for recommendations for a group of option or multi-asset class strategies. Your responsibilities would include:
• assessing investment manager skill through qualitative and quantitative analysis, including conducting manager interviews, screening investment opportunities, interpreting MPT statistics, and performing holdings-based portfolio reviews.
• formulating investment recommendations based on analysis. Preparing and presenting written recommendations to our Investment Committee.
• keeping abreast of market and economic conditions for relevant asset classes and strategies. Regularly communicating ideas and insights with team.
• maintaining relationships with investment managers, including frequent contact with investment managers and providing regular updates on performance and significant events.
• developing and communicating educational content around investment managers on the platform. Educating financial advisors and advisory sales on investment strategies, asset class trends, and events through conference calls, blog posts, and white papers.
• continuously aid in developing best practices regarding researching managers, implementing strategies within portfolios, and advising financial advisors and their clients. Participating in and/or leading projects around investment products or thought leadership.
Detailed salary information:
• Weehawken: the salary range for this role is $100000 to $130000
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.
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