Key responsibilities
UBS Asset Management (Americas) LLC is seeking an Authorized Officer, Research Analyst - Partnership Solutions in New York, NY.
Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?
We're looking for an Authorized Officer, Research Analyst - Partnership Solutions to:
• 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 various market environments.
• Apply knowledge of fixed income securities, portfolio construction, and risk management to assess duration, convexity, liquidity, and diversification within multi-manager portfolios. Conduct comprehensive 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 AM.
• Can work hybrid (In-office/remote).
Qualified Applicants apply through [redacted]. Please reference 001672. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI
The team
Diversity helps us grow together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
You'll be working in the Research Analyst Partnership Solutions team in New York, NY.
Your skills and experience
Education & Experience Requirement
• This position requires a Master's degree or foreign equivalent in Economics, Mathematics, Finance, or related field of study.
Position requires experience with the following:
• (1) Fixed income markets and securities, including bond pricing, yield measures, duration, convexity, and yield curve analysis; (2) using financial databases and analytical platforms, such as Bloomberg; (3) obtaining and analyzing financial markets, performance, and holdings data for investment research; (4) advanced Excel, including building and maintaining financial models and using formulas and functions such as lookup functions, conditional logic, and pivot tables for investment analysis; (5) Python for financial data analysis; (6) data manipulation and quantitative investment analysis; (7) performing statistical analysis and data validation, including summary statistics, correlation analysis, time-series analysis, and identification of outliers or data anomalies in financial datasets; (8) scenario analysis, stress testing, or sensitivity analysis to evaluate the impact of changes in key economic, financial, or model assumptions on analytical results or portfolio outcomes;
(9) preparing written investment research materials, including analytical reports and investment memos, for
academic or professional purposes; (10) creating and delivering formal presentations of investment analysis for academic or professional purposes. Knowledge may be gained through graduate-level coursework, research, or teaching experience.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role: United States-New York-New York min USD 125000- max USD 125000/annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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.
