Are you skilled at developing wealth management strategies? Does financial data excite you?

Our new Sr. Wealth Strategy Associate will play a significant role in our client's Private Wealth Management needs. This Outstanding candidate will be a member of our Investment Consulting Group - implementing our Investment Process, analyzing portfolios and managers, and preparing for Client Reviews.

You are the High Performer we are looking for if…

-You are proactive and organized
-You value accuracy and take full ownership of mistakes made
-You set goals and do what it takes to achieve them; no excuses
-You are accountable to your results; don't blame or explain
-You are obsessed with excellence and world-class service
-You love following the markets and analyzing Managers
-You are comfortable sharing your opinion and participating in team discussions
-You have experience in the financial services industry and are a leader amongst your peers
-You enjoy working with others in a team-based environment
-You are passionate and growth-minded, exploring ways to grow within your role and seeking out professional development

Your responsibilities…

-Implement UBS global investment strategies
-Analyze and interpret portfolios and performance reports
-Prepare presentations for client meetings (current and potential)
-Support Private Wealth Advisor and Relationship Managers with market research and client communications
-Place trades on a daily basis
-Assist clients with portfolio and research questions
-Participate in team projects, initiatives, dinners, trips, and meetings