CD Trader

Your role

Are you interested in working for UBS's TFI team? You will be able to:

• Engage closely with the CD Desk to learn and assist in Brokered CD underwriting efforts.
• Work with Traders to learn all aspects of trading Taxable Fixed Income flows for Wealth Management clients in Credit, US Treasuries and Agencies, Brokered CDs, and MBS.
• Assist with trade entry, corrections, research and following up on trade issues.
• Assist in daily P&L collections and distribution to management
• Comply with regulations and internal policies, including quality of execution, pricing, hedging, trading limits, and compliance policies.
• Manage trading, execution, operational and compliance risk, amongst others.
• Work closely with Sales and Trading teams to help drive order flow and revenue generation.

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

You’ll be joining the TFI Principal Trading team. We trade a range of products for UBS Wealth Management clients, including IG Credit, HY Credit, Emerging Markets, Preferreds, Brokered CDs, Treasuries, Agencies and MBS. We also act as an underwriter for Brokered CDs and Credit Union Share Certificates.

Your expertise

Required
• Strong attention to detail with the ability to multitask
• Strong desire to learn and take on additional responsibilities
• Knowledge of taxable fixed income products
• Bachelor’s degree or equivalent in finance, economics, or other quantitative field preferred
• Strong Excel knowledge and computer skills
• Regulatory licenses (ie: Series 7, 66, SIE)
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.


Preferred but not required
• Experience working on Bloomberg terminal

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.