Structured Beta and Indexing Product Specialist
The Associate Product Specialist will interact with and support the Portfolio Management team with the goal of ensuring PM time is focused on portfolio management and minimizing resource required for maintaining and developing the business.
The ideal candidate will have the capacity to represent the product(s) to external parties and aspire to lead low risk client meetings in the near term, with the drive and ambition to become a fully fledged Product Specialist short to mid term.
Initial focus will be to:
1) Assist in completing RFPs and consultant database updates / maintenance; client reporting
2) Update and maintain all standard marketing materials, help with preparation of new business pitches and client portfolio reviews
3) Maintain new business log and track forecast inflows/outflows; liaise with distribution channels to keep updated
4) Research fees, vehicles and benchmarks across institutional passive competitor space
5) Troubleshoot on all fronts and assist in responding to client / prospect inquiries
Requirements:
Experience in an equity or investment related role
Familiarity with RFPs
Excellent people, communication and presentation skills
Strong analytical and writing skills
Proactive, solution-minded team player with ability to both work collaboratively and take individual ownership/responsibility when necessary
Ability to multi-task and work under pressure
Desire to learn and expand knowledge base
German speaker
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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