Alternative Investment Specialist - Associate Director

Job Reference #
313411BR

Job Type
Full Time

Your role
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs – we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.

Are you passionate about private markets and hedge funds? Do you enjoy conveying your broad macro knowledge? Are you an analytical thinker who can digest qualitative and quantitative information to build a compelling investment thesis? If you motivated and driven by responsibility you could be who we are seeking to:

• Support senior alternative strategists and conduct research and analysis on private markets and hedge funds and communicate analysis in written reports, presentations, ranging from educational reports on the asset class to deep dive primary research.
• develop actionable investment views and themes within the context of a multi-asset class portfolio and support the design alternative asset allocation solutions.
• communicate your views on alternatives and the wider UBS House View to various stakeholders both internally and externally.
• collaborate with financial advisors and clients to understand the risks and benefits of incorporating hedge funds, private equity, private debt, and private real assets in their asset allocation
• partner with CIO peers and other Wealth Management teams to tie the UBS House View to UBS' global private markets investment offering.
• Understand the range of alternatives managers on UBS’s platform and design alternative implementation portfolios, themes, and characteristics that are consistent with the UBS House View
  
  

Detailed salary information:

• New York: the salary range for this role is $100000 to $130000
  
  

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .

Your team
The CIO WM Global Investment Office is responsible for the House View and investment strategy for UBS Wealth Management clients. You will be working in the Portfolio Strategy team within the CIO Americas unit in New York, a diverse group of experts that collaborate with all functions across UBS. As the dedicated Strategist for Private Markets, you will have the unique opportunity to shape the future of this space within Wealth Management Americas.

Your expertise

• three years or more of relevant experience at a top tier investment, or consulting firm as an investment strategist, or alternatives due diligence specialist
• deep experience with private market segments, hedge funds, and alternative risk premiums
• solid understanding of portfolio construction, ideally with exposure across a range of strategies rather than as a specialist.
• strong analytical skills
• thoughtful, analytical and intellectually curious
• known for your communication and presentation skills
• able to collaborate with internal and external partners
  
  

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.

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

Salary Information
US Only: The expected salary range for this role is $100000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.