Program Manager – House View Portfolio Management

UBS•Weehawken, NJ

7d•$105,000 - $130,000•Onsite

About The Position

As a Product Manager in the Wealth Management Portfolio Strategy & Multi-Asset Solutions team, you will support the US House View Discretionary Models business through a blend of analytical, client-facing, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a portfolio management environment. Your clear communication skills and attention to detail will be critical in this role. You will be working in the House View portfolio management team within the Wealth Management Portfolio Strategy & Multi-Asset Solutions business, based in Weehawken. The team is responsible for designing and delivering UBS’s fully discretionary House View portfolios to institutional and US retail clients. You’ll collaborate closely with stakeholders across Wealth Management to drive business and product initiatives for the UBS CIO organization.

Requirements

Clear communication skills
Attention to detail
Analytical skills
Client-facing skills
Reporting skills
Experience in capital markets
Experience in asset allocation
Experience in content creation
Experience in a portfolio management environment
Experience in a fast-paced, cross-functional environment
Experience managing complexity
Experience keeping the client experience at the center
Experience with systematic and disciplined execution of monthly and quarterly deliverables
Experience communicating investment processes and performance to key stakeholders through various channels
Experience working with Research and Portfolio Management teams to prepare IC materials
Experience maintaining appropriate minutes and log of decisions
Experience preparing emails with trade rationale and voting results
Curiosity to explore how AI can improve how we build, deliver, and optimize workflows
Sound judgment in validating outputs and aligning with policies, risk standards, and ethical use

Nice To Haves

Experience with AI tools for automation

Responsibilities

Serve as primary point of contact for questions and inquiries related to the Multi asset retail business, fielding inquiries from internal and external partners and resolving them appropriately. Support relationships with the various US retail advisor sales channels.
Serve as the point person for maintenance and development of client presentations (pitch books, factsheets, investment reviews, etc.) and marketing materials. This role will have a focus on the maintenance of House View Portfolio Fact Sheets, the performance track record, and SharePoint site for all supporting materials. Create and update content (presentation slides, commentary, etc.) that incorporates timely market events and help better position the Models with internal and external stakeholders. Partner with portfolio managers and other product managers to develop and revise materials as appropriate.
Represent the team in internal strategic initiatives, new product launches and projects. Translate strategic goals into actionable plans, manage key milestones, and deliver executive-level updates.
Draft portfolio commentary and other Models’ communications, analyze model portfolios (returns, risk, performance attribution, etc.), business-related analysis and other ad hoc requests.
Collaborate with Relationship Managers, Portfolio Advisory, and Product Specialists to ensure the House View platform meets client and advisor needs.
Gather and analyze the competitive advantages of our industry peers and their competitive products.
Identify inefficiencies and manual processes that could benefit from automation using AI tools and leveraging internal partners to help drive strategic initiatives and grow the business.
Manage technology-related workstreams, including vendor coordination, testing, and implementation of House View specific enhancements.
Ensure systematic and disciplined execution of monthly and quarterly deliverables.
Communicate investment processes and performance to key stakeholders through various channels.
Serve as Secretary of the team's Investment Committee, including working with Research and Portfolio Management teams to prepare IC materials, maintaining appropriate minutes and log of decisions, and preparing emails with trade rationale and voting results.
Explore how AI can improve how we build, deliver, and optimize workflows with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.