Multi-Asset Income Analyst/Portfolio Manager

United States - Illinois, United States - New York

Chicago, New York

Job Type
Full Time

Your role
Is money management a skill that you are proud of? Are you a successful analyst/multi-asset portfolio manager ready to take on a new challenge and leverage your technical expertise as well as knowledge of the ever-changing financial markets landscape? Do you want to be a part of a growing business within a well-established asset management platform? We are looking for someone like that to:

• own the design, portfolio construction, and alignment of objectives and guidelines for all multi-asset income portfolios in Investment Solutions
• assist construct portfolios designed to deliver on client's objectives employing a well-defined and rigorous portfolio construction methodology
• assist and own the design of a given strategy or custom solution – including new mandates or funds – as well as the associated performance/outcome
• contribute to research and development of our multi-asset strategies, systems and operational processes
• focus on internal communication as required, regarding multi-asset portfolios and other portfolio construction related topics
• attend meetings with clients, primarily as a technical expert with responsibility for investment performance

Your team
You will join our well established Multi-Asset portfolio management team within Investment Solutions and be based in either New York City or Chicago. Investment Solutions is a global investment function in UBS AM responsible for a ~100bn CHF product shelf including benchmark relative, income, growth, absolute return, multi component and risk management solutions. The portfolio management team is responsible for the development and management of a wide range of multi-asset portfolios for institutional clients. You will regularly interact with various colleagues within our global platform and report directly to one of the managing directors in the team in Chicago.

Your experience and skills
You have:
• a proven track record in multi-asset or fixed income investment research and portfolio management
• an ability to articulate your thoughts in a clear manner, both verbally and in written format
• high level of integrity/maturity and ability to communicate effectively with all levels of management internally/externally
• a strong macro-economic background, coupled with analytical and technical skills (knowledge of Matlab / Strata would be beneficial)
• an understanding of major asset classes and currency markets, and knowledge of price feed systems (i.e., Datastream and Reuters)

You are:
• an experienced multi-asset analyst/portfolio manager, with a strong understanding of portfolio construction and securities picking
• degree educated in a quantitative subject from a leading university
• CFA qualified (or equivalent would be an advantage) and proficient in English
• self-motivated and effective at working both independently and as part of a team

What we offer
Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.