Portfolio Advisory Group Strategist
2 weeks ago
We are seeking a highly skilled Portfolio Strategist to join our Portfolio Advisory Group (PAG) in New York. As a key member of our team, you will play a critical role in delivering customized portfolio construction advice to financial advisors and their ultra-high net worth clients and prospects.
Key Responsibilities- Work in support of a senior portfolio strategist to deliver customized portfolio construction advice to financial advisors and their ultra-high net worth clients and 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.
- 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, CFP, or CAIA tracks, or equivalent knowledge.
- Minimum 5+ years of experience in the financial services industry.
- 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.
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.
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