Overview
Job Reference #
332795BR
City
New York
Job Type
Full Time
Your role Do you want to use your fundamental equity market expertise and portfolio management knowledge to help manage portfolios and identify new investment opportunities? Are you a strong communicator who works well in a team-oriented structure? Do you want to be a part of a growing business within a well-established asset management platform?
assist lead portfolio managers with research activities on US and Global equities that reflect the investment strategies for client mandates
identify and assess new and existing investment opportunities using both fundamental bottom-up company-driven analysis and top-down market level research
help implement and manage investment strategies, support product workflows and models, and monitor performance and risks
effectively communicate portfolio performance and positioning to key stakeholders
coordinate research efforts with internal teams
support the improvement of our processes and proprietary portfolio management systems
Details salary information :
New York: the salary range for this role is $135000 to $195000
The expected salary range for this role as of the date of this posting is 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 the Global Growth Equity team in New York. Our team is responsible for the management of US and Global equity strategies for institutional and retail clients managed against various benchmarks (e.g., S&P500, Russell 1000 Growth, MSCI World, etc.). As an Analyst, you’ll play an important role in the real-time implementation, stock selection and management of the team’s separately managed accounts (SMAs) and Lux funds.
Your expertise
ideally 5+ years’ relevant experience in US equity research, equity portfolio management or a related role – preferably with a focus on the technology or consumer-oriented sectors
successful track record of investment performance and research coverage
familiar with integrating alternative data sets into research process
solution-oriented thinker with strong skills of communication and collaboration
organized and focused, with the ability to work accurately under pressure
proficient computer skills, including experience with MS Office, Bloomberg, various AI tools, and FactSet
Bachelor’s degree or equivalent and ideally CFA certified or studying toward this
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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 the Your role section for detailed salary information.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
#J-18808-Ljbffr
332795BR
City
New York
Job Type
Full Time
Your role Do you want to use your fundamental equity market expertise and portfolio management knowledge to help manage portfolios and identify new investment opportunities? Are you a strong communicator who works well in a team-oriented structure? Do you want to be a part of a growing business within a well-established asset management platform?
assist lead portfolio managers with research activities on US and Global equities that reflect the investment strategies for client mandates
identify and assess new and existing investment opportunities using both fundamental bottom-up company-driven analysis and top-down market level research
help implement and manage investment strategies, support product workflows and models, and monitor performance and risks
effectively communicate portfolio performance and positioning to key stakeholders
coordinate research efforts with internal teams
support the improvement of our processes and proprietary portfolio management systems
Details salary information :
New York: the salary range for this role is $135000 to $195000
The expected salary range for this role as of the date of this posting is 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 the Global Growth Equity team in New York. Our team is responsible for the management of US and Global equity strategies for institutional and retail clients managed against various benchmarks (e.g., S&P500, Russell 1000 Growth, MSCI World, etc.). As an Analyst, you’ll play an important role in the real-time implementation, stock selection and management of the team’s separately managed accounts (SMAs) and Lux funds.
Your expertise
ideally 5+ years’ relevant experience in US equity research, equity portfolio management or a related role – preferably with a focus on the technology or consumer-oriented sectors
successful track record of investment performance and research coverage
familiar with integrating alternative data sets into research process
solution-oriented thinker with strong skills of communication and collaboration
organized and focused, with the ability to work accurately under pressure
proficient computer skills, including experience with MS Office, Bloomberg, various AI tools, and FactSet
Bachelor’s degree or equivalent and ideally CFA certified or studying toward this
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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 the Your role section for detailed salary information.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
#J-18808-Ljbffr