Weehawken
Full Time
United States - New Jersey
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 part of the OCIO team and the House View Portfolio Management team, working across two specialized portfolio management groups within Global Wealth Management, based in Weehawken. These teams help deliver discretionary portfolio management to institutional and private clients—including endowments, foundations, and family offices —while also supporting the design and delivery of UBS’s fully discretionary House View portfolios for institutional and US retail clients. Both teams collaborate closely with Financial Advisors, the OCIO Team, Portfolio Advisory Group, internal product and operations teams, and stakeholders across Wealth Management to drive business and product initiatives for the UBS CIO organization. Responsibilities of the teams include contributing to portfolio construction, implementation, and oversight for discretionary mandates, ensuring alignment with CIO strategy, and supporting continuous improvement of House View offerings. Success in this role requires strong investment knowledge, the ability to manage competing priorities across teams, and excellent communication and stakeholder management skills.
• ideally 7–12 years of experience in investment risk, portfolio analytics, or risk consulting, ideally within an OCIO, asset management, or institutional investment setting.
• Deep understanding of institutional portfolio construction across both public and private markets.
• Proficiency with risk platforms such as Aladdin, MSCI RiskMetrics, BarraOne, Bloomberg PORT, or Clearwater.
• Advanced Excel skills; experience with Python, SQL, or R is highly desirable.
• Familiarity with liquidity modeling, cash flow analysis, and alternative investment structures.
• SIE, Series 7, and Series 66 preferred.
• CFA, FRM, or CAIA designation preferred.
• Strong communication skills with the ability to translate complex risk concepts for both technical and non-technical audiences.
• Proven ability to thrive in a collaborative, fast-paced, and team-oriented environment.
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
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback
The indicative gross base salary range as a full-time equivalent role:
• United States - New Jersey - Weehawken min USD 140000 - max USD 180000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits We may, at our sole discretion, provide additional variable compensation or awards.
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
Social Media Legal Terms: http://www.ubs.com/social-legal
