GIS Senior Investment Strategist
The Global Investment Solutions (GIS) team is responsible for the management of over USD 100 Billion in multi asset and currency portfolios, and is a solution provider for institutional and private clients. These solutions build on our strength and expertise in the areas of asset allocation and risk management. They include asset and liability modelling; strategic and active asset allocation; investment risk management analysis; portfolio management and construction; consulting, education and training.
The GIS team is looking for a Sydney based Senior Investment Strategist, reporting to the Global Head Strategist. The role is integral part of the global GIS investment team with a focus on Australian markets and portfolios. It includes contributing the Australian perspective to global research, supporting the portfolio management of Australian domiciled portfolios and the development of investment strategies for regional portfolios.
Primary responsibilities of the role include:
• Conducting economic research and market research with a focus on Australia via:
- Interacting closely with investment professionals in other investment functions
- Providing input to and participating in global asset allocation and currency meetings
• Supporting the portfolio management processes in terms of decision making, portfolio construction, risk management and performance analysis
• Representing all GIS’s investment capabilities (both local and global) in Australia to existing and prospective clients via:
- Communication of GIS capabilities and products including the writing all communication material like client meeting and education materials, product update presentations, economic and investment perspectives to clients, new business prospects and other stakeholders
- Interface between GIS and other teams within UBS, including Global AM investment teams, Product Development, Performance Measurement, institutional, wholesale and retail distribution channels
• Supporting the delivery of advisory-based investment solutions to clients in Australia (i.e., strategic asset allocation, tactical asset allocation advise and risk management advisory)
The successful candidate will possess the following skills /qualifications:
• 8 years plus relevant industry experience in an analytical and/or portfolio management role within Asset Management, Investment Research or other related industries;
• Excellent understanding of asset allocation, currency markets, including fixed income, equity and derivative instruments;
• Excellent communication and presentation skills including experience of producing investment communications, with a focus on macro, asset allocation and currencies;
• Proactive, enthusiastic, demonstrating initiative and entrepreneurialism;
• A strong team player who can engage with colleagues across functions and regions in a global, dynamic environment
• Strong quantitative skills, attention to detail, very reliable, and diligent;
• High level of efficiency and ability to multi task is essential
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