Investment Specialist

UBS

View: 170

Update day: 21-03-2024

Location: Zürich Zürich ZH

Category: Accounting / Auditing

Industry: Finance

Job type: Temps plein, Temps de travail : 90-100%

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Job content

Switzerland - Zürich
Finance, Portfolio and fund management
Asset Management

Job Reference #

246181BR

City

Zürich

Job Type

Full Time

Your role

Are you someone who is passionate about hedge funds? Are you creative and an analytical thinker who delivers high quality solutions for clients?

UBS Hedge Fund Solutions is seeking a junior Investment Specialist to join the team:

  • Serve as point of contact and regional subject matter expert for HFS products
  • Work closely with AM Client Coverage to service existing investors and determine viable prospects as well as supporting requests and inquiries from UBS affiliates
  • Support sales process with RFPs, consultant inquiries and custom materials requests
  • Manage investor onboarding into our various fund offerings in close collaboration with AM Client Coverage, fund administrators and product management teams
  • Represent the regional business in supporting the maintenance and creation of standard and custom product presentations, marketing materials and due diligence questionnaires
  • Coordinate prospective investor related meetings and related roadshow locations with regard to materials and agenda in coordination with relevant coverage person
  • Manage incoming inquiries on subscription and redemption process for our funds from institutional, wealth management and 3rd party channels in close co-ordination with fund administrators, product management, fund & portfolio accounting teams and coverage person
  • Build relationships with HFS investment professionals, product developers, fund & portfolio accounting, and legal and compliance officers
  • Keep the client coverage teams informed of important market and product information
  • Prepare growth analysis and project plans to support Global Head in the day-to-day management and strategic decision making.
  • Enhance industry and product knowledge to effectively communicate and build credibility

Your team

This area of the business, UBS Hedge Fund Solutions, is the premiere hedge fund intermediary business. You will support the Portfolio Specialist Team (primarily made up of and reporting to members of the investment team). Their focus is on delivering tailored solutions and analysis for clients’ portfolio of hedge funds.
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

  • Serve as point of contact and regional subject matter expert for HFS products
  • Support sales process with RFPs, consultant inquiries and custom materials requests
  • Represent the regional business in supporting the maintenance and creation of standard and custom product presentations, marketing materials and due diligence questionnaires
  • Coordinate prospective investor related meetings and related roadshow locations with regard to materials and agenda in coordination with relevant coverage person
  • Manage incoming inquiries on subscription and redemption process for our funds from institutional, wealth management and 3rd party channels in close co-ordination with fund administrators, product management, fund & portfolio accounting teams and coverage person
  • Build relationships with HFS investment professionals, product developers, fund & portfolio accounting, and legal and compliance officers
  • Enhance industry and product knowledge to effectively communicate and build credibility

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?

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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?

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.
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Deadline: 05-05-2024

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