What are the responsibilities and job description for the IMA Business Analyst position at UBS?
United States - New Jersey
Portfolio and fund management
Global Wealth Management
Job Reference #
287148BR
City
Weehawken
Job Type
Full Time
Your role
Are you passionate about financial markets and delivering CIO’s content to help clients meet their investment objectives? Are you creative, detail oriented, and passionate about changing and growing businesses?
We are looking for someone to use their vision and expertise to help us:
We are looking for someone to use their vision and expertise to help us:
- run, enhance, and develop existing and new interfaces to deliver manager research related content to our Clients, Financial Advisors, and Asset Management partners (Publishing the CIO Playbook, maintaining the Advisor Workstation and overseeing Profile Process)
- assist in organizing and executing significant change initiatives designed to streamline the manager research process and enhance critical record keeping and reporting elements
- coordinate and enhance various aspects of the day-to-day research process with the Investment Manager analysts on the team and with our 3rd party research vendors
- coordinate and work closely with multiple internal global stakeholders such as program management (the advisory platforms), Legal, Risk, Compliance, Operations and ex-US research teams at UBS
- provide secondary support in other areas of team responsibilities pertaining to ETFs, Mutual Funds, CEFs, UITs, and special projects and initiatives
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You will be a member of a truly Global Wealth Management organization. This role resides in the Investment Manager Analysis Group of the Chief Investment Office and Investment Solutions department (CIO & IS) for UBS Wealth Management Americas. Our mission is to provide UBS Financial Advisors independent and objective advice, guidance, and research in selecting separately managed accounts, mutual funds ETFs and UITs. We equip advisors with high conviction ideas and intellectual capital to support client conversations and investment
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.
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
- advanced excel skills and proficient Microsoft office skills
- minimum of two or more years financial services experience
- excellent attention to detail, people and organizational skills, and a desire to execute new projects and initiatives
- ability to work closely with a team and handle a number of key initiatives
- Series 7 and 66 or ability to acquire within 60 days post start date
- adobe Publishing Software experience
- familiarity with the asset management industry
- familiarity with actively managed strategies
- methodical, concise, and accurate, with strong attention to detail
- able to offer new ideas, provide implementable solutions and see them through
- adaptable, with strong interpersonal skills
- 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.
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?
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.
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