Senior Portfolio Strategist - Director

City

Miami

Job Type

Full Time

Country / State

United States - Florida

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

You will be a Senior Portfolio Strategist in the Portfolio Advisory Group ("PAG"). We provide investment advice by delivering the firm's intellectual capital and capabilities regarding asset allocation, portfolio construction and product/platform fulfillment. We work extensively with UBS’ top financial advisors and ultra-high net worth clients and prospects. This role will be located in Miami or Coral Gables
and you will report to senior leadership on the PAG team.

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

You have:
• extensive experience working in wealth management, private banks or asset management firms
• strong knowledge of global financial markets and a willingness to express your views
• deep knowledge of multi-asset class portfolio construction
• ability to articulate research and implement in a portfolio context
• experience working with and presenting to high net worth and UHNW clients
• familiarity with UHNW non-investment solutions including estate planning, philanthropy and banking
• deep knowledge of both traditional and non-traditional investments, including, but not limited to, Hedge Funds, Private Equity, Private Real Estate, Structured Solutions, Separately Managed Accounts, Mutual Funds, and Exchange Traded Funds
• extensive experience with manager search and selection
• series 7 and 66 licenses, bachelor’s degree required
• CFA, CPA, CIMA or CAIA or equivalent knowledge strongly preferred
• 10+ years of experience

You are:
• a skilled communicator, with great presentation skills
• excellent at organization, prioritization and time management
• a self-starter, ability to independently connect and build relationships
• adept at initiating, nurturing and developing strong interpersonal relationships
• ideally a CFA, CPA, CIMA or CAIA or equivalent knowledge strongly preferred

*LI-UBS

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.