UBS Financial Services Analyst/Assistant Portfolio Manager, Long-only Equity in London, United Kingdom
Do you want to develop your multi-asset expertise as an analyst / assistant portfolio manager helping us select alpha generating fund managers? Do you want to be a part of an international team and a successful multi-manager business? We are looking for someone like that to:
-assist in the evaluation and determination of appropriate long-only equity strategies for use in single- and multi-managed (including hedge fund-of-fund), multi-asset portfolios
-be responsible for an on-going monitoring of relevant strategies with keen awareness of risk exposure, performance drivers, and market environments
-showcase forward-looking approach to the active management of single- and multi-managed, multi-asset portfolios; considering managers’ unique styles and characteristics within the context of various market environment scenarios
-work with the Multi-Manager Solutions Team members to leverage their respective strengths and expertise
-work with all constituents to manage implementation of investment decisions (new addition, termination, shifting manager weights) as well as other portfolio management issues (cash flow management, tax considerations, operational issues, regulatory constraints)
-assist in the communication of investment performance to stake-holders and work with various teams to develop appropriate solutions for clients
-uphold the team’s investment philosophy as a key contributor to the on-going enhancement of the investment process of manager research and portfolio construction
-assume direct responsibility and performance accountability for specific long-only strategies with a strong bias towards Equities
-support lead analyst in researching and monitoring equity long/short investments in the region
-work with Portfolio Managers in portfolio construction of single- and multi-managed portfolios, based on thorough knowledge of underlying managers’ unique characteristics and specific roles within such portfolios
-collaborate with other UBS colleagues (Portfolio Managers within Investment Solutions, various product development and manager research professionals within UBS Wealth Management, Risk Advisory, Management and Investment Analytics, , Trading, Operations/Administration, Legal/Compliance, Finance & Control) to implement manager selection and portfolio construction decisions effectively and to oversee on-going management of all relevant portfolios
-engage in effective and proactive communication regarding managers’ and portfolios’ performance, risk characteristics, and drivers of performance, to internal and external clients
-be a strong partner to Distribution and Product teams to expand various distribution channels, to deepen penetration within existing channels, and to propose appropriate solutions that leverage the team’s resources and strengths to meet clients’ investment needs.
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.
Disclaimer / Policy Statements:
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.
The Multi-Manager Solutions Team (MMS) is an integral unit within UBS Asset Management with a focus on risk and return derived from active security selection from the myriad of active strategies utilized in long-only multi-asset and hedge fund-of-fund portfolios. These active strategies span the universe of asset classes and the full liquidity spectrum. Both internal UBS and external capabilities are reviewed, utilized, and monitored as stand-alone strategies as well as within a multi-asset, multi-managed portfolio context, on an on-going basis. The team is accountable for “alpha” for over USD 30billion of assets across a wide variety of geographies, client types and platforms. You will report into Head of European Investments, who is based in London.
Your experience and skills:
-proven and relevant experience either in an analytical, trading or research role within Asset Management or other related industries, with prior experience in equity manager research (a strong preference) - experience in hedge fund research considered a plus
-strong grasp of investment and portfolio construction concepts, including knowledge of what drives economies and markets
-a high level of integrity/maturity and ability to communicate effectively with all levels of management internally/externally (excellent communication skills – both oral and written)
-experience of working in a large institution with a demonstrated collaborative approach to working alongside internal teams
-an ability to process large and diverse set of information and synthetize concisely, as well as excellent knowledge of Excel, FactSet, PowerPoint and knowledge of market data systems
-strong attention to detail, coupled with high level of efficiency and ability to multi-task
-willingness to learn portfolio management systems
-degree educated (minimum Bachelor's degree from a leading university) and CFA qualified (preferred)
-intellectually curious about macro and microeconomic dynamics
-very reliable, diligent, self-motivated and effective at working both independently and as part of a team
-able to provide effective solutions to complex scenarios, learn quickly and evolve in a fast paced, fast changing environment
-fluent in English
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?
Job Reference #: 169548BR
Business Divisions: Asset Management
Title: Analyst/Assistant Portfolio Manager, Long-only Equity
City: London, New York
Job Type: Full Time
Country / State: United Kingdom, United States - New York
Function Category: Research