UBS Financial Services Portfolio Analyst (Hedge Funds) in New York, Connecticut
Are you someone who is passionate about hedge funds? Are you an analytical thinker who delivers high quality solutions for clients? We are looking for someone like that to:
*manage client relationships, support client meetings with investment and business development staff.
*prepare and deliver portfolio and research content to investors.
*Attend and help coordinate current and prospective client meetings where investment staff are involved
*Assist in the development of customized content for clients and support ad hoc client requests
*Prepare monthly and quarterly deliverables to clients and consultants
*Monitor/track hedge fund meeting notes
*Qualitative and quantitative review of monthly client reporting
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.
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.
This area of the business, Hedge Fund Solutions, is the premiere hedge fund intermediary business. You will support the Portfolio Specialist Team (primarily made up of and reporting to members of the investment team). Their focus is on delivering tailored solutions and analysis for client’s portfolio of hedge funds.
Your experience and skills:
- intelligent, hardworking, proactive, innovative individual *effective at working both independently as well as collaboratively as part of a team.
*able to communicate effectively with internal and external clients
*BA/BS from a competitive college or university
Graduate from an investment bank analyst training program
*3+ years of experience in capital markets
*Strong analytical, quantitative, verbal and written communications skills
*Proficiency in MS Office, particularly excel
*Programming experience is a plus
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 almost 900 offices and more than 50 countries. Do you want to be one of us?
Job Reference #: 168692BR
Business Divisions: Asset Management
Title: Portfolio Analyst (Hedge Funds)
City: New York, Stamford
Job Type: Full Time
Country / State: United States - Connecticut, United States - New York
Function Category: Marketing and Communications, Portfolio and fund management, Process, project and program management, Product Management and Development