Equity Analyst / Portfolio Manager - Private Client US Equity

Job Reference #
330776BR

Job Type
Full Time

Your role
Do you want to use your fundamental equity market expertise and portfolio management knowledge to help us manage portfolios and identify new investment opportunities? Are you a strong communicator that works well in a team-oriented structure? Do you want to be a part of a growing business within a well-established asset management platform?

We’re looking for an equity analyst / portfolio manager to:

• assist lead portfolio managers with research activities on US equities that reflect the investment strategies for our client mandates
• identify and assess new and existing investment opportunities using both fundamental bottom-up company driven analysis and top-down market level research
• help implement and manage investment strategies, support product workflows and models, and monitor performance and risks
• effectively communicate portfolio performance and positioning to key stakeholders
• coordinate research efforts with internal teams
• support the improvement of our processes and proprietary portfolio management systems
  
  

Detailed salary information:

• New York: the salary range for this role is $135000 to $195000
  
  

The expected salary range(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 skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .

Your team
You’ll be based in New York and report directly to the Head of Private Client US Equity team. Our team is responsible for the management of US equity portfolios for wealth management clients. As an equity analyst / portfolio manager, you’ll play an important role in the real-time implementation and management of the team’s separately managed accounts (SMAs) and mutual funds.

Your expertise

• ideally 5 years’ relevant experience in US equity research, equity portfolio management or a related role – preferably with a focus on the technology or consumer-oriented sectors
• Bachelor’s degree or equivalent and ideally CFA certified or studying toward this
• previous exposure to wealth management financial advisors and clients
• solution-oriented thinker with strong skills of communication and collaboration
• organized and focused, with the ability to work accurately under pressure
• proficient computer skills, including experience with MS Office and FactSet
  
  

About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

Join us
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.

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.

Salary Information
US Only: The expected salary range for this role is $135000 to $195000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.