Job Description

Your role

Are you passionate about portfolio implementation and driving excellence? We are looking for a Portfolio Implementation Specialist 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 teams such as Wealth Management, Distribution, Product, Legal and Compliance, and external vendors

• New York: the salary range for this role is $135,000 to $195,000
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 Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback .

Your team

You will be part of the SMA Overlay and Implementation team which is an integral team within Portfolio Engineering, Trading and Investments at UBS Asset Management. The SMA Overlay and Implementation team is responsible for the management of SMA strategies and Multi-Asset Strategies (primarily Equities, ETFs, and Mutual Funds). You will work within an experienced team of Implementation specialists who are responsible for all aspects of managed accounts from implementation to trading. You will collaborate with different areas within the Asset Management organization and cross division activities as “OneBank”.

Because teamwork is the key ingredient to our success, a heavy importance is placed on collaborating and working with one another; therefore, we expect a high level of contribution when discussing new ideas, issues, and challenges as we develop appropriate scalable solutions.

Your expertise

• ideally 5+ years of experience in SMA implementation and execution having managed both accounts and AUM of grand scale. UMA and model delivery experience a plus
• deep understanding of SMA processes as well as with different securities such as equities, ETFs, Mutual fund and markets
• meticulously organized, detail oriented and can prioritize tasks efficiently over multiple tasks and responsibilities
• used to work both independently and as part of a team in a highly collaborative and demanding environment
• excellent communication skills and able to articulate complex information
• ability to identify potential operational risk issues and address them accordingly to mitigate negative impact to our clients and firm
• experience with various trading systems i.e. InvestCould APL, Vestmark, Charles River
• proficient in basic MS Excel

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.

Salary information

US Only: The expected salary range for this role is $135,000 to $195,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «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. 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.

Job Tags

Full time, Flexible hours,

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