Associate Portfolio Manager
Switzerland - Zürich
Portfolio and fund management
Asset Management
Job Reference #:
193333BR
City:
Zürich
Job Type:
Full Time
Your role:
Do you have the wish to achieve a sound knowledge of both investment products and financial markets that gives you the competency to understand our investment strategy and take the appropriate action to align the implementation of the assigned group of funds to it? Have you experience in the financial industry, do you like team working and to continuously strive to learn further? We’re looking for someone in order to:
– Gradually grow into a Portfolio Implementation responsibility, which includes to:
– Develop a deep knowledge on all the different products used in the portfolios
– Understand the whole investment value chain
– Implement portfolios based on the investment strategies set on portfolio level
– Perform the daily portfolio management tasks such as:
o Cash flow management
o Currency & FX-overlay management
o Equity- and fixed income-derivatives overlay management
– Monitor on ongoing basis the portfolio content, performance and risk exposure
– Take project ownership and to work across different areas of the organization
– Actively contribute to enhance the team's processes as well as to learn and to challenge the current set up
– Use our bank and portfolio management specific IT applications in a professional and efficient manner
Your team:
You’ll be working in the Portfolio Implementation team in Investment Solutions. We are responsible within UBS Asset Management for the management of multi-asset funds (AUM of USD 38bn).
Your expertise:
You have:
– completed a bank apprenticeship with at least 3 years of working experience or higher education
– keen interest in financial markets and have CFA designation or be studying/or willing to study for it
– keen to work in Portfolio Implementation; in particular trading, currency management
– a fundamental understanding of investment concepts, portfolio theory and economics
– an understanding of investment instruments in fixed income, equity, currency and derivatives markets
– Advanced office skills (Excel and Power Point in particular)
– Programming skills are a plus
You are:
– Fluent English, other languages particularly German would be advantageous
– Exact and able to work under pressure within tight time constraints
– A team player
About us:
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Join us:
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.
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.