Your role
The Risk and Liquidity Manager is a critical member of the House View and OCIO teams, responsible for overseeing investment risk and liquidity management across diversified, multi-asset class portfolios. The House View portfolios are the core offerings to wealth management clients, while the OCIO portfolios serve a sophisticated institutional client base, including endowments, foundations, retirement plans, and ultra-high-net-worth families. This role supports the firm's risk governance framework, delivers actionable insights to portfolio team, and ensures investment strategies align with client objectives and risk tolerances.
• Lead the identification, measurement, and monitoring of portfolio and aggregate client risk exposures, including market, credit, factor, interest rate, inflation, & currency risks.
• Design and implement forward-looking liquidity projections and stress testing across portfolios, incorporating both public and private market exposures.
• Manage selection, implementation, setup and testing of risk and analytics systems
• Develop and maintain risk analytics, dashboards, and reporting tools for use by House View portfolio managers, OCIO leadership, and client stakeholders.
• Conduct scenario analysis, value-at-risk (VaR), and tail-risk assessments using internal and third-party risk systems.
• Monitor redemption terms, lockups, and gating risks of underlying fund investments to ensure alignment with client liquidity needs and spending policies.
• Create liquidity models based on client/institutional spending needs and portfolio liquidity availability
• Serve as a subject matter expert in client meetings, delivering tailored risk and liquidity insights and supporting new client onboarding with modeling and analysis.
• Collaborate with investment and compliance teams to refine risk policies, investment guidelines, and portfolio construction parameters.
• Prepare and present risk reports to internal investment committees, audit and compliance teams, and client boards as needed
• Partner with technology, operations, and analytics teams to enhance risk reporting platforms, data pipelines, and ensure data integrity.
• Stay current on industry best practices, regulatory developments, and emerging risks relevant to institutional portfolios.
Your team
You'll be part of the OCIO team and the House View Portfolio Management team, working across two specialized portfolio management groups within Global Wealth Management, based in Weehawken. These teams help deliver discretionary portfolio management to institutional and private clients-including endowments, foundations, and family offices -while also supporting the design and delivery of UBS's fully discretionary House View portfolios for institutional and US retail clients. Both teams collaborate closely with Financial Advisors, the OCIO Team, Portfolio Advisory Group, internal product and operations teams, and stakeholders across Wealth Management to drive business and product initiatives for the UBS CIO organization. Responsibilities of the teams include contributing to portfolio construction, implementation, and oversight for discretionary mandates, ensuring alignment with CIO strategy, and supporting continuous improvement of House View offerings. Success in this role requires strong investment knowledge, the ability to manage competing priorities across teams, and excellent communication and stakeholder management skills.
Your expertise
• ideally 7-12 years of experience in investment risk, portfolio analytics, or risk consulting, ideally within an OCIO, asset management, or institutional investment setting.
• Deep understanding of institutional portfolio construction across both public and private markets.
• Proficiency with risk platforms such as Aladdin, MSCI RiskMetrics, BarraOne, Bloomberg PORT, or Clearwater.
• Advanced Excel skills; experience with Python, SQL, or R is highly desirable.
• Familiarity with liquidity modeling, cash flow analysis, and alternative investment structures.
• SIE, Series 7, and Series 66 preferred.
• CFA, FRM, or CAIA designation preferred.
• Strong communication skills with the ability to translate complex risk concepts for both technical and non-technical audiences.
• Proven ability to thrive in a collaborative, fast-paced, and team-oriented environment.
