Investment Portfolio Management Specialist - House View

Are you passionate about building scalable investment capabilities and platforms that serve the most sophisticated clients? Do you thrive in a fast-paced, cross-functional environment where you can drive strategic initiatives from concept to execution? Are you a detail-oriented leader who can manage complexity while keeping the client experience at the center?

As a Product Manager in the Wealth Management Portfolio Strategy & Multi-Asset Solutions team, you will support the US House View Discretionary Models business through a blend of analytical, client-facing, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a portfolio management environment. Your clear communication skills and attention to detail will be critical in this role.

• Product Manager and key stakeholder- serve as primary point of contact for questions and inquiries related to the Multi asset retail business. This role may include fielding inquiries from internal and external partners and resolving them appropriately. Support relationships with the various US retail advisor sales channels.
• Presentation materials - point person for maintenance and development of client presentations (pitch books, factsheets, investment reviews, etc.) and marketing materials. This role will have a focus on the maintenance of House View Portfolio Fact Sheets, the performance track record, and SharePoint site for all supporting materials. You will be expected to create and update content (presentation slides, commentary, etc.) that incorporates timely market events and help better position the Models with internal and external stakeholders. You will be partnering with portfolio managers and other product managers to develop and revise materials as appropriate.
• Represent the team in internal strategic initiatives, new product launches and projects. Translate strategic goals into actionable plans, manage key milestones, and deliver executive-level updates.
• Model portfolio subject matter expert- draft portfolio commentary and other Models’ communications, analyze model portfolios (returns, risk, performance attribution, etc.), business-related analysis and other ad hoc requests.
• Collaborate with Relationship Managers, Portfolio Advisory, and Product Specialists to ensure the House View platform meets client and advisor needs.
• Competitive Analysis - gather and analyze the competitive advantages of our industry peers and their competitive products.
• Automation - identify inefficiencies and manual processes that could benefit from automation using AI tools and leveraging internal partners to help drive strategic initiatives and grow the business.
• Manage technology-related workstreams, including vendor coordination, testing, and implementation of House View specific enhancements.

Your team

You’ll be working in the House View portfolio management team within the Wealth Management Portfolio Strategy & Multi-Asset Solutions business, based in Weehawken. The team is responsible for designing and delivering UBS’s fully discretionary House View portfolios to institutional and US retail clients. You’ll collaborate closely with stakeholders across Wealth Management to drive business and product initiatives for the UBS CIO organization.

Your expertise

• Ensure systematic and disciplined execution of monthly and quarterly deliverables.
• Communicate investment processes and performance to key stakeholders through various channels.
• Position includes role as Secretary of the team's Investment Committee; specific responsibilities include:
• Work with Research and Portfolio Management teams to prepare IC materials
• Maintain appropriate minutes and log of decisions
• Prepare emails with trade rationale and voting results
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.