Portfolio Manager - Active Multi Asset

Your Role

Do you want to apply advanced multi asset portfolio construction expertise and portfolio management skills to help us design, implement, and enhance multi asset portfolios within a leading global asset management firm?

We are looking for an Active Multi Asset Portfolio Manager to:

• collaborate with lead portfolio managers to design and oversee a diverse array of multi-asset portfolio solutions tailored to various client needs
• lead the construction, calibration, and ongoing optimization of multi asset portfolios using portfolio construction tools, scenario analysis, and risk budgeting frameworks
• play an integral role in all facets of portfolio management, including strategic and tactical asset allocation, manager selection and monitoring performance and risk
• transform investment insights into actionable portfolio strategies, ensuring effective execution by working closely with implementation and trading teams
• champion innovative approaches to enhance multi-asset portfolio offerings across different client segments
• contribute to investment decisions by conducting research related to tactical asset allocation and manager selection
• engage with internal sales and client coverage teams both in the US and internationally to advocate and support our multi-asset portfolio solutions
• participate in client meetings to present investment strategies, portfolio positioning, performance updates, and market outlooks
• respond to client inquiries, assist with RFPs, and actively support both prospective and existing clients
• help enhance the global investment process by improving workflows, portfolio management tools, and platform capabilities

Detailed Salary Information

New York: the salary range for this role is $135,000 to $195,000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Type

Full Time

Job Reference #

331072BR

City

New York

Your Team

You’ll be part of the Active Multi Asset (AMA) Portfolio Management team and will be located in New York. Our team oversees multi-asset funds and manages mandates for both institutional and private clients. As a Portfolio Manager - Active Multi Asset, you will collaborate with the Lead Portfolio Managers to shape strategic asset allocation, select managers, and make tactical asset allocation choices within our multi-asset portfolios.

If you are enthusiastic about investing in global markets across various asset classes and are eager to contribute to positive outcomes for clients worldwide, we encourage you to consider joining our team.

Your Expertise

• ideally 6-9 years’ relevant experience in portfolio management or a related investment role
• extensive hands on experience constructing and managing multi asset portfolios, including asset allocation modeling, portfolio optimization, risk decomposition, and scenario analysis
• bachelor’s / master’s degree or equivalent, with a focus in finance, economics or related field
• ideally CFA certified or studying toward this
• demonstrate a strategic and solution-driven mindset, excelling in both communication and teamwork
• highly organized and meticulous, able to deliver high-quality results even in high-pressure situations
• an innovative approach to making processes more effective and efficient
• programming experience is considered a plus

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary Information

US Only: The expected salary range for this role is $135,000 to $195,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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.

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Key skills/competency

• Portfolio Management
• Multi-Asset Construction
• Asset Allocation
• Risk Management
• Investment Strategy
• Financial Modeling
• Client Relationship Management
• CFA Certification
• Data Analysis
• Process Improvement