London
Full Time
United Kingdom
Portfolio and fund management
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.
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.
You’ll be working in the Index Alternatives team in London, within UBS Asset Management. The team manages a range of systematic, rules-based strategies across portfolios including synthetic ETFs, physical commodity funds, structured solutions and multi-asset strategies.
You will report to the Head of Index Alternatives and work closely with trading, structuring, sales, operations and technology teams.
Why join us?
• Investment Platform: work across a range of index and alternative strategies, including ETFs, structured solutions and commodities
• Integrated Model: be part of a platform aligned with the firm’s One Bank approach, working closely with trading, structuring and distribution teams
• Client Focus: play a role in delivering investment outcomes and client solutions at scale, with direct exposure to clients over time
•Development: this role is designed to evolve with experience, offering increasing responsibility across portfolios, products and client interaction
• Collaborative Environment: work within a team-oriented platform with broad internal interaction
• experience in portfolio management, ETF management or index investing
• strong knowledge of derivatives, including futures, swaps, options and OTC instruments
• understanding of:
o systematic investment / QIS frameworks, portfolio construction and risk management techniques
o market structure, liquidity and execution across listed and OTC instruments
o ETF ecosystem, index implementation and replication methodologies (physical and synthetic)
• experience managing rebalancing, cash flows and tracking error
• strong technical skills, including:
o Excel and Bloomberg for analysis, data interpretation and portfolio monitoring
o working knowledge of Python and/or SQL, with experience supporting data-driven workflows, automation and analytics
o exposure to data science techniques, data visualisation and scalable analytical tools
Additional qualifications (preferred)
• professional certifications such as CFA, CAIA or CQF (completed or in progress)
• additional language skills
You are:
• analytical and detail-oriented, with a disciplined approach to portfolio management
• comfortable working in fast-moving market environments
• collaborative, with the ability to work effectively across functions
• a clear communicator, able to explain investment concepts concisely
• organised and able to balance day-to-day responsibilities and longer-term initiatives
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
Differentiating factors:
• experience managing or contributing to live portfolios
• familiarity with index construction, replication methodologies or structured products
• experience engaging with clients or supporting distribution efforts
• track record contributing to product development, research or platform improvements.
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
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? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
* Our awards https://www.ubs.com/awards
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