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Type of Role: Investments

Experience Level: Analyst/Associate

Location: San Francisco, California

Salary: $100K - $125K

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.

Your role

Are you eager to help clients understand and attain their financial objectives? Are you comfortable working with financial advisors and senior leadership? Do you have an interest in asset allocation and portfolio construction?

We’re looking for someone like that who can help us:

• work in support of a senior portfolio strategist to deliver customized portfolio construction advice to financial advisors and their ultra-high net worth clients/prospects
• conduct in-depth portfolio analysis at the asset allocation and investment level
• produce bespoke presentations that outline our research, capabilities and views on asset allocation, portfolio construction and product fulfillment
• develop fluency in all aspects of portfolio construction and effectively use all asset classes necessary to implement both strategic and tactical asset allocations
• develop key partnerships throughout the firm to cultivate extensive knowledge of platforms and product offerings (traditional and non-traditional)
• contribute to the production of original investment content for internal and external distribution
• collaborate with key partner groups such as estate planning, philanthropy, banking, etc.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You will be a Portfolio Strategist in the Portfolio Advisory Group (“PAG”). We provide investment advice to Financial Advisors and Ultra High Net Worth clients and prospects, delivering the firm’s intellectual capital and capabilities on asset allocation, portfolio construction and product/platform fulfillment.

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

• experience working in wealth management, private banking or asset management
• strong knowledge of global financial markets, and a willingness to express your views
• working knowledge of multi-asset class portfolio construction
• ability to articulate research and implement in a portfolio context
• desire to be client-facing and demonstrated experience with clients preferred
• series 7 and 66 licenses strongly preferred, bachelor’s degree required
• an interest in pursuing the CFA (Chartered Financial Analyst), CAA (Chartered Asset Allocator), CFP (Certified Financial Planner), or CAIA (Chartered Alternative Investment Analyst) tracks, or equivalent knowledge
• a skilled communicator, with great presentation skills
• excellent at organization, prioritization and time management
• adept at initiating, nurturing and developing strong interpersonal relationships
• creative and willing to think outside the box
• a team player

About us

UBS is the world’s largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Salary information

CA, CO, WA and NY based roles: The salary range for this role is $100,000 to $125,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves.

Ready to be part of #teamUBS and make an impact?

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.