Portfolio Implementation Specialist

UBS•New York, NY

56d•$135,000 - $195,000

About The Position

Are you passionate about portfolio implementation and driving excellence? We are looking for a Portfolio Implementation Specialist for Separately Managed Accounts (SMA) and Multi Asset portfolios to: review and implement SMA and Multi Asset Portfolios across different risk profiles including US and Global, Equities, ETFs and Mutual Funds challenge implementation and develop strategies to enhance the management of new and existing strategies and improve the client experience discuss execution of the trades with the Portfolio Manager and Trading Teams to determine the best approach for execution develop and maintain processes to increase scale/efficiency and reduce risk formalize business and technology needs to drive asset growth establish and maintain productive relationships with internal teams such as Wealth Management, Distribution, Product, Legal and Compliance, and external vendors New York: the salary range for this role is $135,000 to $195,000 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. 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.

Requirements

ideally 5+ years of experience in SMA implementation and execution having managed both accounts and AUM of grand scale. UMA and model delivery experience a plus
deep understanding of SMA processes as well as with different securities such as equities, ETFs, Mutual fund and markets
meticulously organized, detail oriented and can prioritize tasks efficiently over multiple tasks and responsibilities
used to work both independently and as part of a team in a highly collaborative and demanding environment
excellent communication skills and able to articulate complex information
ability to identify potential operational risk issues and address them accordingly to mitigate negative impact to our clients and firm
experience with various trading systems i.e. InvestCould APL, Vestmark, Charles River
proficient in basic MS Excel

Nice To Haves

UMA and model delivery experience

Responsibilities

review and implement SMA and Multi Asset Portfolios across different risk profiles including US and Global, Equities, ETFs and Mutual Funds
challenge implementation and develop strategies to enhance the management of new and existing strategies and improve the client experience
discuss execution of the trades with the Portfolio Manager and Trading Teams to determine the best approach for execution
develop and maintain processes to increase scale/efficiency and reduce risk
formalize business and technology needs to drive asset growth
establish and maintain productive relationships with internal teams such as Wealth Management, Distribution, Product, Legal and Compliance, and external vendors

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