New York, New York, USA
2 days ago
Portfolio Implementation Specialist
We are looking for an Investment Implementation Analyst for Separately Managed Accounts (SMA) and Multi Asset portfolios to:

• review and implement SMA and Multi Asset Portfolios across different risk profiles including US and Global, Equities, ETFs and Mutual Funds
• challenge implementation and develop strategies to enhance the management of new and existing strategies and improve the client experience
• discuss execution of the trades with the Portfolio Manager and Trading Teams to determine the best approach for execution
• develop and maintain processes to increase scale/efficiency and reduce risk
• formalize business and technology needs to drive asset growth
• establish and maintain productive relationships with internal UBS teams such as Wealth Management, Distribution, Product, Legal and Compliance, and external vendors

Detailed salary information:
• New York: the salary range for this role is $135000 to $190000
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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