Portfolio Manager

Switzerland - Zürich
- Portfolio and fund management
- Global Wealth Management

**Job Reference #**
- 265367BR

**City**
- Opfikon

**Job Type**
- Full Time

**Your role**
- Do you want to steer discretionary portfolios to reflect the UBS House View? Are you able to create smart portfolio structures with access to unique investment content? Ready to be at the pulse of Financial markets?
- Join us as a Portfolio Manager for the Mandate Investment Team to:
- reflect the CIO Tactical Asset Allocation and select optimal TAA instruments
- align model portfolios to CIO Strategic Asset Allocation, including periodic review
- Oongoing monitoring of model portfolios performance and risk numbers
- define the optimal portfolio architecture for active and passive investment content
- regular review of investment content to assess compliance with offering features and to recommend necessary action where discrepancies occur
- communication to client investment specialists to carry key messages regarding the investment solution to client advisors
- liaise with other Manage Investment Solution areas concerning cross border compliance and programme development and management

**Your team**
- Our team 'Investment Mandates” is part of the Global Investment Management within the Chief Investment Office and closely collaborates with other investment teams within the Investment Office. As a member of our team, you are responsible for the reflection of the latest TAA and SAA views and the portfolio architecture of Discretionary Mandates.
- 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.

**Your expertise**
- minimum of 3 years of experience in investment management, preferably multi-asset class)
- master’s degree in Finance or equivalent, ideally CFA, AZEK (or similar) certified
- strong knowledge of financial markets to support investment decision taking
- ability to handle and work with large volumes of data
- strong communication skills to explain complex topics
- well-organized team player with high work ethics and focused on outcomes
- strong analytical and communication (oral and written) skills

**About us**
- UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

**How we hire**

**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

**Contact Details**
- UBS Business Solutions AG
- UBS Recruiting

**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.