Portfolio Strategist
UBS · Texas, FL
Pay not listed
Mid level · Posted 9 days ago
✓ Verified live 1 hour ago · Direct from UBS's career site
Job description
Are you eager to help clients understand and meet 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:
• 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 UBS research, capabilities and views on asset allocation, portfolio construction and product implementation;
• develop fluency in all aspects of portfolio construction and effectively use all asset categories to implement strategic and tactical asset allocations;
• develop key partnerships throughout the firm to cultivate extensive knowledge of platforms and product offerings (both traditional and non-traditional);
• contribute to the production of original investment content for internal distribution;
• collaborate with key partner groups such as alternative investments, advanced planning, philanthropy, banking, etc.
We’re looking for someone like that who can help us:
• 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 UBS research, capabilities and views on asset allocation, portfolio construction and product implementation;
• develop fluency in all aspects of portfolio construction and effectively use all asset categories to implement strategic and tactical asset allocations;
• develop key partnerships throughout the firm to cultivate extensive knowledge of platforms and product offerings (both traditional and non-traditional);
• contribute to the production of original investment content for internal distribution;
• collaborate with key partner groups such as alternative investments, advanced planning, philanthropy, banking, etc.