Authorized Officer, Research Analyst - Partnership Solutions

UBS•New York, NY

5d•Hybrid

About The Position

UBS Asset Management (Americas) LLC is hiring a Research Analyst for its Partnership Solutions team in New York, NY. The role evaluates, selects, and monitors fixed income investment managers and strategies, applying quantitative tools and investment research to assess managers and multi-manager portfolios. The analyst integrates financial data, conducts performance and risk analysis, and prepares research materials and presentations for investment committees and client-facing teams. The position can be performed on a hybrid in-office and remote basis and contributes to the growth of assets for Partnership Solutions and UBS Asset Management.

Requirements

Master’s degree or foreign equivalent in Economics, Mathematics, Finance, or a related field.
Experience with fixed income markets and securities, including bond pricing, yield measures, duration, convexity, and yield curve analysis.
Experience using financial databases and analytical platforms such as Bloomberg.
Experience obtaining and analyzing financial markets, performance, and holdings data for investment research.
Advanced Excel skills, including building and maintaining financial models and using lookup functions, conditional logic, and pivot tables for investment analysis.
Experience using Python for financial data analysis.
Experience in data manipulation and quantitative investment analysis.
Experience performing statistical analysis and data validation, including summary statistics, correlation analysis, time-series analysis, and identifying outliers or data anomalies in financial datasets.
Experience with scenario analysis, stress testing, or sensitivity analysis to evaluate the impact of changes in economic, financial, or model assumptions on analytical results or portfolio outcomes.
Experience preparing written investment research materials, including analytical reports and investment memos, for academic or professional purposes.
Experience creating and delivering formal presentations of investment analysis for academic or professional purposes.

Responsibilities

Evaluate, select, and monitor fixed income investment managers and strategies.
Design and apply Python- or Excel-based analytical tools to automate data processing and conduct performance, risk, attribution, and scenario analysis across market environments.
Assess duration, convexity, liquidity, and diversification within multi-manager portfolios using knowledge of fixed income securities, portfolio construction, and risk management.
Conduct quantitative and qualitative investment manager due diligence, evaluate investment processes and controls, and synthesize findings into formal investment recommendations.
Integrate data from multiple financial systems to produce standardized research outputs and reports.
Prepare written materials and deliver presentations to investment committees and client-facing teams.
Communicate complex technical analyses clearly and professionally.
Contribute to the expected growth of assets for Partnership Solutions and UBS Asset Management.