UBS
Job Reference #
328679BR
Job Type
Full Time
Your role Do you want to use your expertise and portfolio management knowledge to help us identify new investment opportunities? Do you want to be a part of a growing business within a well‑established asset management platform?
allocate and execute trades across client portfolios
knowledgeable trading of all aspects of investment grade municipals across the curve
maintain and rebalance portfolios across strategies
work with InvestorTools to increase automation, improve quality of data, and create new trading tools
engage with advisors/clients in relation to markets and portfolio strategy
update and maintenance of reports for weekly/bi‑weekly strategy meetings
Detailed salary information:
New York: the salary range for this role is $135000 to $195000
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.
Your team You’ll be working in UBS Global Asset Management’s Municipal Fixed Income team in New York. Our team is responsible for the management of Municipal Bonds portfolios for private clients on the Separately Managed Account (SMA) platform. As a portfolio manager, you’ll play an important role in the real‑time implementation and management of investment portfolios.
Your expertise
ideally 3 Years of Municipal Portfolio Management and Trading Experience
strong working knowledge of InvestorTools Perform Portfolio Management System
numerical and analytical skillset with excellent attention to detail
comfort with discussing markets and portfolio strategy
keen interest in markets
strong interpersonal skills
ability to work well under pressure
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.
Join us At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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 Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary Information US Only: The expected salary range for this role is $135000 to $195000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your role section for detailed salary information.
#J-18808-Ljbffr
328679BR
Job Type
Full Time
Your role Do you want to use your expertise and portfolio management knowledge to help us identify new investment opportunities? Do you want to be a part of a growing business within a well‑established asset management platform?
allocate and execute trades across client portfolios
knowledgeable trading of all aspects of investment grade municipals across the curve
maintain and rebalance portfolios across strategies
work with InvestorTools to increase automation, improve quality of data, and create new trading tools
engage with advisors/clients in relation to markets and portfolio strategy
update and maintenance of reports for weekly/bi‑weekly strategy meetings
Detailed salary information:
New York: the salary range for this role is $135000 to $195000
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.
Your team You’ll be working in UBS Global Asset Management’s Municipal Fixed Income team in New York. Our team is responsible for the management of Municipal Bonds portfolios for private clients on the Separately Managed Account (SMA) platform. As a portfolio manager, you’ll play an important role in the real‑time implementation and management of investment portfolios.
Your expertise
ideally 3 Years of Municipal Portfolio Management and Trading Experience
strong working knowledge of InvestorTools Perform Portfolio Management System
numerical and analytical skillset with excellent attention to detail
comfort with discussing markets and portfolio strategy
keen interest in markets
strong interpersonal skills
ability to work well under pressure
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.
Join us At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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 Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary Information US Only: The expected salary range for this role is $135000 to $195000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your role section for detailed salary information.
#J-18808-Ljbffr