Portfolio Strategist

UBS•West Palm Beach, FL

6d•$140,000 - $180,000

About The Position

The Portfolio Strategist provides customized portfolio construction advice to financial advisors and ultra-high-net-worth clients and prospects. The role conducts in-depth analysis at the asset-allocation and investment levels and produces bespoke presentations outlining UBS research, capabilities, and views on asset allocation, portfolio construction, and product implementation. The strategist develops fluency across portfolio construction and asset categories to implement strategic and tactical allocations, builds partnerships across the firm to understand traditional and non-traditional platforms and products, contributes original investment content for internal distribution, and collaborates with groups including alternative investments, advanced planning, philanthropy, and banking. The position is part of UBS's Portfolio Advisory Group (PAG), which provides investment advice to financial advisors and ultra-high-net-worth clients and prospects. It is located in Palm Beach, Florida, and works closely with PAG members in the Southeast Market and major offices around the United States.

Requirements

Experience working in wealth management, private banking, or asset management.
Strong knowledge of global financial markets and willingness to express views.
Working knowledge of multi-asset-class portfolio construction.
Ability to articulate research and apply it in a portfolio context.
Strong communication and presentation skills.
Excellent organization, prioritization, and time-management skills.
Ability to initiate, nurture, and develop strong professional relationships.
Creativity and willingness to think outside the box.
Team-oriented approach.
Bachelor's degree required.

Nice To Haves

Client-facing experience.
Series 7 and 66 licenses are strongly preferred.
Interest in pursuing the CFA, CFP, or CAIA tracks, or equivalent knowledge.
Ideally, 5 or more years of experience in the financial services industry.

Responsibilities

Deliver customized portfolio construction advice to financial advisors and their ultra-high-net-worth clients and prospects.
Conduct in-depth portfolio analysis at the asset-allocation and investment levels.
Produce bespoke presentations outlining UBS research, capabilities, and views on asset allocation, portfolio construction, and product implementation.
Develop fluency in portfolio construction and use asset categories to implement strategic and tactical asset allocations.
Develop partnerships throughout the firm to build knowledge of platforms and traditional and non-traditional product offerings.
Contribute to original investment content for internal distribution.
Collaborate with partner groups such as alternative investments, advanced planning, philanthropy, and banking.