Mutual Fund Product Specialist

City

Weehawken

Job Type

Full Time

Country / State

United States - New Jersey

Function Category

Research

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, 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.

Your team

This role resides in the Investment Products Group, a subset of Advisory and Investment Products within UBS Wealth Management Americas located in Weehawken, New Jersey. You will report to the Lead Program Manager of Mutual Funds.

Your expertise

• ideally 3+ years of experience in financial services industry
• working knowledge of mutual funds and money market funds or related experience in investment product management
• intermediate / advanced Excel and Powerpoint skills
• strong project management, communication and writing skills
• risk management and process improvement / simplification experience preferred
• proven record in complex problem solving and ability to thrive in fast paced environments
• required Series 7 and 66 licenses preferred; bachelor’s degree required

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.

Your Career Comeback

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

How we hire

• 3+ years of experience in financial services industry
• working knowledge of mutual funds and money market funds or related experience in investment product management
• intermediate / advanced Excel and Powerpoint skills
• strong project management, communication and writing skills
• risk management and process improvement / simplification experience preferred
• proven record in complex problem solving and ability to thrive in fast paced environments
• Series 7 and 66 licenses preferred; bachelor’s degree required