Associate Portfolio Manager
UBS is a leading global financial services firm. UBS Global Asset Management is one of the world’s leading asset managers, providing traditional and alternative investment management solutions to private clients, financial intermediaries and institutional investors worldwide. Our aim is to deliver consistent investment results to our clients with distinctive and innovative services.
The Structured Beta Index team is responsible for managing all equity index and alternative beta products as well as a range of index commodity and structured funds, with total AUM of £81bn (as at 31 March 2013). The product offering includes ETFs, UCITS funds and other mandates based on physical and synthetic exposures. Benchmarks range from mainstream domestic and global indices to highly customised solutions all supported by leading edge proprietary technology. The team has experienced significant asset growth from is global client base over recent years and has well developed plans for further expansion.
The successful candidate will be responsible for contributing to the management of a range of synthetic index and commodity portfolios. The portfolios typically contain a wide range of instruments including total return swaps, equities, physical commodity assets, FX and other derivatives. The role will involve managing the day-to-day activities on the portfolios, including managing portfolios against their investment objectives, dealing with client activity, order generation and placing of trades. The role will also involve conducting analysis on portfolio activity as well as providing ongoing support to the lead portfolio managers. The successful candidate will be joining a dynamic team and will be expected to manage and prioritise their workload effectively.
Key responsibilities and deliverables of the role include:
- day-to-day management responsibilities on synthetic equity index funds, structured funds and commodity strategies (including precious metals);
- daily monitoring of portfolios and models to ensure compliance with investment and risk guidelines;
- monitoring and management of cash flows and currency hedges;
- order generation and placement of trades;
- performance monitoring and attribution;
- assist with research and report writing;
- provide analytical and quantitative support according to portfolio requirements, client requests and for new product development;
- assist in the ongoing development of management processes and proprietary portfolio management systems.
Role requirements:
For this position we are looking for an experienced and proactive professional. Our ideal candidate must possess the following criteria:
- A strong academic background with excellent numeracy skills
- Relevant experience from an asset management or investment banking environment
- Strong understanding of swaps / derivatives with knowledge of commodities an advantage
- Working knowledge of portfolio construction techniques and index methodologies desirable
- An understanding of the investment management industry
- Excellent communication and interpersonal skills
- Highly computer literate with advanced knowledge of Excel and VBA
- Excellent attention to detail and accuracy under pressure within the tight time constraints experienced in portfolio management
- Be able to demonstrate a high degree of numerical and analytical ability
- Hold the IMC
- Hold the CFA or be studying towards it a distinct advantage
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.
If you would like to work for a global organization where individual contribution counts and where your ambitions and abilities can make a difference, please apply for this position. It starts with you.
UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
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