Your role
Are you passionate about applying quantitative methods to real-world investment challenges? Do you thrive in a collaborative environment where your portfolio construction skills and analytical thinking can drive innovation in portfolio risk management?
We're looking for someone who can:
• Perform and document comprehensive reviews of discretionary investment strategies managed by U.S. Financial Advisors (FAs), with a detailed focus on investment process, dispersion analysis, performance, trading implementation, and related operational controls.
• Engage Financial Advisor (FA) teams to explain Investment Manager Analysis (IMA) observations and provide targeted coaching designed to strengthen their investment decision-making and drive improved long-term portfolio outcomes.
• Contribute to recurring governance meetings/committees for discretionary strategies; set agendas, curate materials, coordinate key stakeholders, and ensure decisions, actions, owners, and timelines are clearly captured; drive escalations and follow ups to closure.
• Serve as a subject matter expert for our discretionary programs; field questions from FA teams and cross functional partners, providing timely, well supported guidance on program design, oversight standards, and best practices.
• Participate in evolving the strategic vision for discretionary programs to ensure robust oversight and governance frameworks while preserving each FA's ability to effectively navigate and manage discretionary portfolios.
• Curate and continuously improve review artifacts (e.g., strategy review packs, dispersion/performance readouts, trading checklists) to support both initial due diligence and ongoing monitoring.
• Partner across stakeholders to translate insights into pragmatic enhancements to process, controls, and client outcomes, reinforcing accountability and transparency throughout the program lifecycle.
Your team
You'll be a member of the Investment Manager Analysis group within UBS's Global Wealth Management Americas division. Our team is responsible for building and maintaining quantitative models that support investment decision-making and oversight of investment strategies offered through our wealth management platform. We work closely with portfolio management teams, technology partners, and other stakeholders to deliver scalable, data-driven solutions that enhance client outcomes. In line with UBS's ambition to become an AI enabled institution, we operate in a collaborative, inclusive environment that empowers innovation and creative approaches to complex problems.
Your expertise
Experience/Mandatory
• ideally +7 years of experience in an investment due diligence role, preferably in asset management, risk management, or financial modeling.
• Deep understanding of time-series analysis, and statistical modeling techniques.
• Familiarity with risk management concepts such as risk decomposition, factor exposure, and stress testing.
• Experience with Morningstar, Bloomberg PORT, FactSet, Aladdin, and other data vendor services preferred.
Soft Skills
• Master communicator with proven ability to influence decision-making through persuasive dialogue and well-structured presentations.
• Strong team player with the ability to collaborate across functions and geographies.
• Ability to manage multiple projects and meet deadlines in a dynamic environment.
• Desire to grow in role by learning and teaching with the goal of becoming a subject matter expert.
• Skilled at initiating, nurturing, and developing strong interpersonal relationships.
Hard Skills
• Deep understanding of financial markets and investment products across asset classes.
• Exceptional analytical skills and proficiency with Excel (e.g., PowerQuery) and Microsoft Office applications.
• Strong critical and analytical thinker who can build an investment recommendation based on facts.
• Knowledge of investment-related statistics.
