Are you eager to help clients understand and meet their financial objectives? Are you comfortable working with financial advisors and senior leadership? Do you have an interest in asset allocation and portfolio construction?

We’re looking for someone like that who can help us:

• work in support role to deliver customized portfolio construction advice to financial advisors and their ultra-high net worth clients/prospects
• conduct in-depth portfolio analysis at the asset allocation and investment level
• produce bespoke presentations that outline our research, capabilities and views on asset allocation, portfolio construction and product fulfillment
• develop fluency in all aspects of portfolio construction and effectively use all asset classes necessary to implement both strategic and tactical asset allocations
• develop key partnerships throughout the firm to cultivate extensive knowledge of platforms and product offerings (traditional and non-traditional)
• contribute to the production of original investment content for internal and external distribution
• collaborate with key partner groups such as estate planning, philanthropy, banking, etc.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Detailed salary information:
• New York: 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.