UBS

HOLT Portfolio & Quantitative Strategist

UBS

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Attention all experienced quantitative strategists! Are you looking for a dynamic and challenging role within a leading global financial institution? Look no further than this exciting opportunity as a HOLT Portfolio & Quantitative Strategist at UBS. We are seeking a highly skilled and driven individual to join our team and provide expert analysis and insights for our HOLT platform. With a deep understanding of quantitative strategies and financial modeling, you will play a crucial role in driving the success of our portfolios. If you possess a strong analytical mindset, excellent communication skills, and a passion for the financial markets, we want to hear from you. Join our team and take your career to the next level at UBS.

  1. Develop and implement quantitative strategies for UBS's HOLT platform in order to optimize portfolio performance.
  2. Conduct thorough and accurate financial analysis using advanced modeling techniques to identify market trends and opportunities.
  3. Collaborate with portfolio managers and other team members to provide expert insights and recommendations for portfolio construction.
  4. Continuously monitor and evaluate the performance of portfolios, making adjustments as needed to maximize returns.
  5. Stay up-to-date on industry developments and incorporate new data and methodologies into quantitative strategies.
  6. Communicate complex quantitative concepts and strategies to both technical and non-technical stakeholders, including senior management.
  7. Work closely with technology teams to ensure smooth integration and functionality of quantitative models.
  8. Identify and implement process improvements to enhance the efficiency and effectiveness of the HOLT platform.
  9. Provide leadership and guidance to junior team members, fostering a collaborative and innovative team culture.
  10. Adhere to all regulatory and compliance standards, ensuring accuracy and integrity of data and models.
  11. Act as a subject matter expert in quantitative strategies, providing training and support to colleagues across the organization.
  12. Represent UBS at industry conferences and events, showcasing the firm's expertise in quantitative investing.
  13. Continuously assess and mitigate risk in portfolio strategies and models.
  14. Contribute to the development of new products and services related to quantitative strategies and the HOLT platform.
  15. Collaborate with other departments within UBS, such as risk management and marketing, to drive overall business objectives.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Strong Background In Mathematics And Statistics: A Successful Holt Portfolio & Quantitative Strategist At Ubs Should Have A Strong Grasp Of Mathematical And Statistical Concepts, As These Skills Are Essential For Analyzing And Interpreting Financial Data.

  • Experience In Financial Analysis And Modeling: Candidates For This Role Should Have Experience In Financial Analysis And Modeling, Particularly In Areas Such As Portfolio Construction, Risk Management, And Performance Evaluation.

  • Knowledge Of Holt Methodology: Ubs Is A Leading Provider Of Holt Methodology, Which Is Used To Analyze And Value Companies. A Strong Understanding Of Holt Methodology And Its Application Is A Key Qualification For This Role.

  • Excellent Communication And Presentation Skills: As A Holt Portfolio & Quantitative Strategist, You Will Need To Communicate Complex Financial Concepts To Clients And Colleagues. Strong Communication And Presentation Skills Are Essential For Success In This Role.

  • Advanced Degree In Finance, Economics, Or A Related Field: Most Holt Portfolio & Quantitative Strategist Roles At Ubs Require A Minimum Of A Master's Degree In Finance, Economics, Or A Related Field. Advanced Education In These Areas Demonstrates A Deep Understanding Of Financial Markets And Analysis.

Required Skills
  • Risk Management

  • Data Analysis

  • Market Research

  • statistical analysis

  • Financial Modeling

  • Quantitative Modeling

  • Investment Strategy

  • economic forecasting

  • Portfolio analysis

  • Asset allocation

  • Portfolio optimization

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a HOLT Portfolio & Quantitative Strategist in New York, NY, USA is between $115,000 and $150,000 per year. This salary range may vary depending on factors such as the size and reputation of the company, the candidate's level of experience and education, and the specific responsibilities and performance of the individual in the role.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeJune 21st, 2025
This job posting is from a verified source. 

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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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