Senior Quantitative Strategist

City

Los Angeles, San Francisco

Job Type

Full Time

Country / State

United States - California

Function Category

Client advisory / Relationship management

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

As a member of the Advanced Planning team (which is comprised of former practicing estate planning and tax attorneys and other tax professionals), you will work collaboratively with other team members and in partnership with financial advisors to proactively engage clients and prospects with a net worth of at least $50M in a dialogue surrounding advanced estate planning and income tax strategies, and the integration of those strategies with their estate plan and investment portfolios. You will prepare comprehensive and personalized analysis and review of a client's existing income tax planning (on an individual and entity basis) and analyses of proposed planning (e.g., forming a family office using a profits interest structure, modeling Qualified Small Business Stock planning), and educate clients on additional tax planning opportunities that may be suitable for them given their specific needs and objectives.

Your expertise

• An advanced degree or designation (e.g., CPA, CFA)
• Strong technical skills and experience with Excel, Numbercruncher and financial planning modeling tools
• 10 years minimum working at a financial, accounting or law firm that provided relevant experience to provide the duties described above
• active Series 7 and 66 (or are required to obtain them within 90 days of hire)
• ability to understand and assimilate complex personal financial information (tax returns, investment statements, incentive benefits, employee benefits and compensation, life insurance policies, business interests, qualified and nonqualified retirement plan information, pension and annuity information, deferred compensation information, incentive and non-qualified stock option and restricted stock information)
• experience with the following areas, techniques and strategies: personal income, estate, gift, trust, and partnership tax disciplines, advanced wealth transfer planning techniques such as Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Family Limited Partnerships, Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations, Generation Skipping Transfer Tax, philanthropic planning, planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock
• skilled at working with a high degree of autonomy, set priorities and manage deadlines
• organized, strong project coordination skills, a team-player, enthusiastic, positive, polished, poised and professional, self-motivated, and proactive

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.

Salary information

US Only: The expected salary range for this role is $207500 to $282500 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.