UBS Financial Services Implementation Portfolio Manager in Shanghai, China
Are you ready to take on a new challenge and leverage your technical expertise as well as knowledge of portfolio management? Do you want to be a part of a growing business within a well-established asset management platform? We are looking for someone like that to play a key role in establishing our new Investment Solution's China team based in Shanghai, you will be responsible for:
Setting strategies across our new China multi asset products including: tactical asset allocation and hedging strategies
Implementing both physical and derivative based investment strategies, managing derivative overlay strategies and timely management of portfolio cash flows
Maintaining the necessary tools and documentation, as well as participating in the further development of our system applications
Sharing other portfolio co-ordination duties and working with the global team to co-ordinate local and global asset allocation & currency activities
Liaising with Investment Support, as well as other investment teams including Equities, Fixed Income, Compliance and Operations (including Performance, Data Management Group, Derivative Administration and Transitions)
Participating in other projects of the Investment Solutions team, depending on work load from the Portfolio Management team
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.
You will be working in our Asset Management's Investment Solutions division in Shanghai. Our Investment Solutions business is responsible for the management of a wide range of multi-asset, risk managed and structured portfolios for institutional and private clients.
As a member of the Portfolio Management team, you will be involved in the real time implementation and management of investment portfolios covering a number of aspects of portfolio management with specific responsibility for implementing client specific asset allocation strategies. Your team is responsible for managing the asset allocation and currency strategies for multi-asset portfolios, and as an integral part of our global platform, you will be expected to fully integrate into the wider Investment Solutions group which consists of over 100 experienced investment professionals.
Your experience and skills:
You have :
a relevant portfolio management experience (e.g. in asset allocation, investment support or portfolio management / implementation) coupled with good knowledge of the Chinese financial markets and instruments
Strong communication skills in both Mandarin and English, being able to leverage a globally structured team and are able to persevere to achieve the desired results
An excellent attention to detail and are able to work accurately under pressure
A strong interest in financial markets and asset allocation strategies
Strong Excel skills and (ideally) good knowledge of Bloomberg, familiarity with Hundsun Investment Management and OMS System desirable
Degree educated from a leading university and a holder of the CFA designation (or equivalent) or be studying/or willing to study towards this
A proactive, mature, diligent and results-driven individual, able to work independently and also as a part of a team (good interpersonal skills are essential)
Calm and accurate under pressure, able to manage and prioritise your workload effectively (a great multi-tasker)
Fluent in English and Mandarin both verbal and written and a quick learner who will demonstrate the ability to take on further responsibility over time
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 #: 169569BR
Business Divisions: Asset Management
Title: Implementation Portfolio Manager
Job Type: Full Time
Country / State: China
Function Category: Portfolio and fund management