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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Weehawken, New Jersey

Salary: $120K - $205K

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. Details below.

Your role

Do you have a passion for Fixed Income markets? Do you enjoy listening to leading money managers talk about the markets and where they are finding opportunity? Are you an analytical thinker who can digest qualitative and quantitative information to build a compelling investment thesis?

We’re looking for someone like that to serve as an analyst with ownership for recommendations for a group of fixed income strategies. Your responsibilities would include:

• assessing investment manager skill through qualitative and quantitative analysis, including conducting manager interviews, interpreting MPT statistics, and performing holdings-based portfolio reviews
• formulating investment recommendations based on analysis. Preparing and presenting written recommendations to our Investment Committee
• keeping abreast of market and economic conditions for relevant asset class and strategies. Leveraging CIO content and finding appropriate investment implementation options aligned with the UBS Messages in Focus, blogs and UBS On-Air presentations
• maintaining relationships with investment managers, including frequent contact with investment managers and providing regular updates on performance and significant events
• developing and communicating educational content around investment managers on the platform. Educate financial advisors and advisory sales on investment strategies, asset class trends, and etc
• continuously aid in developing best practices regarding researching managers, building portfolios, and advising financial advisors and their clients. Participate in and/or lead projects around investment products or thought leadership

Your team

This role resides in the Investment Manager Analysis Group for the Advisory and Planning Products division of UBS Wealth Management Americas. You will join a team of analysts researching, recommending, and advising various UBS investment advisory platforms on fixed income related investment managers / strategies.

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

• possess a passion for fixed income investing, and the global financial markets broadly.
• ideally 5+ years of experience and a record of investing, researching, or evaluating fixed income strategies/funds at an asset management firm, family office, wealth management, or investment consulting firm.
• solid interpersonal, written, and oral communication skills to effectively communicate with a variety of audiences, including Financial Advisors, investment committee members, and clients.
• have a desire to continue to learn, honing your skills to expand upon existing analytical experience
• be a strong critical and analytical thinker who can build an investment recommendation based on facts. Knowledge of investment-related statistics will be helpful.
• be detail-oriented, possess a high degree of intellectual curiosity, and a commitment to exceptional quality.
• have direct exposure to markets through any of the following roles: fixed income credit research, investment strategy, investment banking, or fixed income sector sales.
• have experience and an understanding of global markets and investing, including fundamental analysis, financial modeling, asset allocation, and strategy research.
• an advanced degree (MBA, MS, JD, other) or equivalent professional experience desired, but not required. CIMA, CAIA, and/or CFA charter holders or candidates will also be looked favorably upon.
• have experience with Morningstar Direct or Bloomberg
• are Series 7, 66 licensed. (Successful candidates without the necessary FINRA licenses will be required to complete them.)