Are you passionate about managing institutional portfolios with purpose and precision? Do you thrive in a client-facing environment where you can apply your investment acumen to help mission-driven organizations achieve long-term success? Are you a collaborative portfolio professional who enjoys working across asset classes and internal teams?
We’re looking for someone like this to join our OCIO team focused on Endowments, Foundations, and Family Offices who can:
- Serve as a key member of the discretionary Portfolio Management Team for OCIO clients
- Manage and implement multi-asset class portfolios, including asset allocation, manager selection, and risk oversight
Define workflows and models for rebalancing, trading, liquidation, subscriptions, redemptions, capital calls
-Direct trades, monitor drift and rebalancing thresholds, and conformance to IPS guidelines
- Conduct client discovery, draft investment policy statements (IPS), and deliver quarterly performance reporting
- Define performance reporting and attribution templates and process to ensure consistency and transparency across client portfolios
- Work with other members of the investment team to define trades and transactions based on CIO views and committee decisions
- Partner with internal advisors and consultants to win new mandates and raise assets
- Collaborate with internal teams (e.g., Investment Office, Risk, Legal, Operations, Reporting, Technology) to ensure seamless portfolio implementation and servicing
- Support onboarding, trading, rebalancing, and client cash flow management
- Contribute to the development of institutional-quality content (e.g., white papers, RFP responses, portfolio proposals)
- Maintain a deep understanding of global capital markets and investment vehicles, fluency across all asset classes, including alternative investments
- Demonstrate fluency across all asset classes, including traditional and alternative investments

Detailed salary information:
• Weehawken: the salary range for this role is $157000 to $205000
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.