US Passive Investment Specialist

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • UBS
  • 19 Oct 18

US Passive Investment Specialist



Your role
We are seeking a client oriented, self-driven and ambitious individual to join the business, as a Passive Investment Specialist, working closely with investment and client coverage teams, both in the United States and offshore. In this role, you will be engaging with prospects and clients to understand their investment needs and objectives and work to develop customized solutions across the Quant, Systematic and Passive Enhanced and Core Passive offering.

The key responsibilities for the role include:
• Passive-focused Client Coverage support through business development in the market
• Development of thought leadership content for both institutional clients and consultants
• Support of the design/prototype of new investment strategies
• Work with both the Client Coverage and Investment Specialist teams to produce client materials for publications RFPs, and other ad-hoc projects
• Gathering intelligence on market developments and competitor offerings
• Primarily focused on the American business, while also working with Institutional Client Coverage globally to share best practice.
• Ensure all regulatory and legal requirements are met and demonstrate strong ethics

Your team
You will work closely with the Client Coverage team on a wide range of client focused activities and engage in business development, aiming to identify broader needs of the client which can be met by UBS Asset Management.

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.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

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.

About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?