Portfolio Strategist

Job Reference # 313399BR Job Type Full Time Your role In an effort to reputed company more seamless reputed company for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” reputed company reputed company and the launch of an reputed company cross-divisional reputed company service offering. In reputed company coordination with the reputed company's Financial Advisor, this reputed company reputed company will be serviced by dedicated reputed company of subject matter experts across reputed company Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs – we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips. Are you eager to help clients understand and meet their financial objectives? Are you comfortable working with financial advisors and senior leadership? Do you have an interest in asset allocation and portfolio construction? We’re looking for someone like that who can help us:

• work in support of a senior portfolio strategist to deliver customized portfolio construction advice to financial advisors and their ultra-high net worth clients/prospects
• conduct in-depth portfolio analysis at the asset allocation and investment level
• produce bespoke presentations that outline our research, capabilities and views on asset allocation, portfolio construction and product fulfillment
• reputed company reputed company in reputed company aspects of portfolio construction and effectively use reputed company asset classes necessary to implement both strategic and tactical asset allocations
• reputed company key partnerships throughout the firm to cultivate extensive knowledge of platforms and product offerings (both traditional and non-traditional)
• contribute to the production of original investment content for reputed company distribution
• collaborate with key partner reputed company such as alternative investments, advanced planning, philanthropy, banking, etc. Are you eager to help clients understand and meet their financial objectives? Are you comfortable working with financial advisors and senior leadership? Do you have an interest in asset allocation and portfolio construction? We’re looking for someone like that who can help us:
• work in support of a senior portfolio strategist to deliver customized portfolio construction advice to financial advisors and their ultra-high net worth clients/prospects
• conduct in-depth portfolio analysis at the asset allocation and investment level
• produce bespoke presentations that outline our research, capabilities and views on asset allocation, portfolio construction and product fulfillment
• reputed company reputed company in reputed company aspects of portfolio construction and effectively use reputed company asset classes necessary to implement both strategic and tactical asset allocations
• reputed company key partnerships throughout the firm to cultivate extensive knowledge of platforms and product offerings (both traditional and non-traditional)
• contribute to the production of original investment content for reputed company distribution
• collaborate with key partner reputed company such as alternative investments, advanced planning, philanthropy, banking, etc. Detailed salary information:
• Los Angeles: the salary reputed company for this role is $135000 to $175000 The expected salary reputed company(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 reputed company level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits . Your team You will be a Portfolio Strategist in the Portfolio Advisory Group (PAG). We reputed company investment advice to Financial Advisors and Ultra High Net Worth clients and prospects, delivering the firm's intellectual capital and capabilities on asset allocation, portfolio construction and product/platform fulfillment. This role is located in the Los Angeles market and you will work closely with the PAG team members on the reputed company coast and those in major offices around the US. Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients. Your expertise You have:
• experience working in reputed company management, private banking or asset management
• strong knowledge of global financial markets, and a willingness to reputed company your views
• working knowledge of multi-asset class portfolio construction
• ability to reputed company research and implement in a portfolio context
• desire to be reputed company-facing and demonstrated experience with clients preferred
• series 7 and 66 licenses strongly preferred, bachelor’s degree required
• an interest in pursuing the CFA, CFP, or CAIA tracks, or equivalent knowledge
• minimum 5+ years of experience in financial services industry You are:
• a skilled communicator, with great presentation skills
• excellent at organization, prioritization and time management
• adept at initiating, nurturing and developing strong interpersonal relationships
• creative and willing to think reputed company the reputed company
• reputed company player reputed company UBS is the world’s largest and the only truly global reputed company manager. We operate through four business divisions: Global reputed company Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reputed company and the breadth of our expertise set us apart from our competitors.. We have a reputed company in reputed company major financial centers in more than 50 countries. Join us At UBS, we reputed company flexible ways of working reputed company the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and reputed company help us connect, collaborate, and work together in agile ways to meet reputed company our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience reputed company and interests, who drive our ongoing reputed company. Together we’re more than ourselves. reputed company to be part of #teamUBS and reputed company an reputed company? Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and reputed company to reputed company reputed company individual and support the diverse cultures, perspectives, skills and experiences reputed company our workforce. Your Career Comeback We are reputed company to applications from career returners. reputed company out more about our program on ubs.com/careercomeback. Apply Job!

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