Senior Wealth Strategy Associate - Portfolio Manager - Military Veterans
at UBS Financial Services, Inc.
We're looking for a Senior Wealth Strategy Associate - Portfolio Manager to:
• Produce daily, weekly and monthly reports for the Senior PM highlighting fundamental and technical KPIs using data resources including FactSet, Zacks and Bloomberg data bases.
• Support Senior PM by listening to daily UBS IB research calls, reading UBS and other IB equity and equity strategy research notes and summarizing relevant information on portfolio companies for PM.
• Listen to and or read transcripts of earnings calls and conference presentations for portfolio companies and summarize for the Senior PM
• Support model maintenance activity including cash deployment, cash raising, model rebalancing using trading platform tools. Develop and implement process for efficient portfolio model maintenance for two portfolio models across approx. 900 separate accounts covering ~1.1B AUM.
• Collaborate with Senior PMs four FA partners on our team of 14 total members to communicate portfolio strategy, on board new client accounts to the strategies.
• Proactively manage tax efficiency in taxable client accounts.
Detailed salary information :
• New York: the salary range for this role is $85000 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.
New York, NY
At UBS Financial Services, we appreciate our veterans and are committed to providing opportunities in Financial Services. That‘s why we‘re interested in meeting talented individuals like you for our customized post-military programs!
Veterans Associate Program (VAP):
- 22-Week Internship in-person NYC/NJ (Application window is now closed)
- Provide tailored training, development, networking and mentoring opportunities for degreed transitioning veterans
- Divisionally aligned rotations across Global Wealth Management, the Investment Bank and Asset Management
- Key hiring areas: Global Wealth Management, Investment Banking, Asset Management
Enlisted Veterans Apprenticeship Program (EVAP):
- Provide tailored training and development for transitioning veterans pursuing their degree
- Full time apprenticeship across Wealth Advice Center and Group Functions
- Key hiring areas: Wealth Advice Center, Risk, Compliance, Wealth Management Operations, Investment Bank Operations and Corporate Functions opportunities.
Military Spouse Program
- Provide hybrid and remote full-time opportunities to the spouses of active-duty service members
- Tailored training and development for military spouses
- Opportunities across all business divisions
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Apply today!