Investment Analyst – Investment Advisory & Wealth Planning LatAm
UBSUnited states - new yorkUpdate time: October 26,2020
Job Description
Do you know how to maintain product offering competitiveness using market trend insight? Are you an innovator who loves to solve problems, with a keen interest in financial markets?

We’re looking for a product specialist to:
• develop and maintain the advisory mandate offering shelf across the LatAm region with a focus on UHNW clients
• perform investment manager reviews (both quantitative and qualitative)
• support Senior Investment Advisors by generating client facing proposals, Morningstar reports, and complex excel spreadsheets
• support the development of Wealth Way for the LatAm region
• utilize quantitative tools and acquire deep knowledge of the product shelf
• support product maintenance, risk management, ongoing monitoring, reporting and pricing activities
• observe trends, formulate and assess product ideas, and submit corresponding proposals for new products or product modifications
• manage the product risk and control requirements to ensure compliance in all areas
• contribute specialist knowledge during all phases of development including launch and education

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