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Director, Investment Specialist
UBSUnited States - New YorkSenior$180,000 - $235,000
Apply Your role
UBS Asset Management (Americas) LLC is seeking a Director, Investment Specialist in New York, NY.Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?
We’re looking for a Director, Investment Specialist to:
• Identify and cultivate prospective investors and initiate follow-ups of new business opportunities. Promote the distribution of our investment capabilities, participate in new business development initiatives, product launches and marketing efforts.
• Develop into portfolio specialist leading client relationships; ability to educate junior investment specialists within the team.
• Work across the investment, middle and back office teams as part of the monthly investment process. Assist in managing client relationships across commingled and customized offerings for a diversified investor base, which includes institutional, UHNW, and wholesale clients.
• Prepare monthly performance reporting and portfolio deliverables, as well as customized content for clients, including ad-hoc portfolio analysis, research content, investment data requests and performance commentary.
• Develop cross-divisional internal relationships, primarily with wealth management and asset management partners. Coordinate and prepare materials for interactions with existing clients and prospect meetings. Can work hybrid (In-office/Remote).
Qualified Applicants apply through sh-profrecruitingcc@ubs.com. Please reference 001753. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI
Salary Range & Work Schedule: $180,000 to $235,000 Per Year, 40 hrs/wk. This notice is being posted in connection with an application for permanent Alien Labor Certification. Any person may comment or provide documentary evidence bearing on this application to: U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210.
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.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your 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.You’ll be working with the Investment Specialist team in New York, NY.
Your expertise
• This position requires a Bachelor's degree or foreign equivalent in a Finance, Business Administration, Management, or a related field of study plus five (5) years of experience in the job offered or as a Financial & Investment Specialist, Hedge Fund Investment Specialist, or a related occupation.• This position requires experience with the following: Hedge fund strategies and value proposition relative to other asset classes; Hedge fund structures and investing; Portfolio theory including risk management and diversification; Analyzing investment performance to produce verbal or written reports; Client segments across Retail, UHNW, and Institutional; Coordination across bank-wide internal groups including geography, division, and front to back office; Asset Management; and Capital markets.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.