UBS

Portfolio Management Officer

UBS

Weehawken, NJ 07086, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At UBS, we are looking for an ambitious, detail-oriented and highly analytical individual to join our team as a Portfolio Management Officer. In this role, you will be responsible for managing and monitoring the performance of portfolios to ensure that our clients' investment goals are being met. To excel in this role, you must have a strong understanding of portfolio management strategies, as well as excellent analytical and organizational skills. You should also have a passion for the financial markets and an ability to develop creative strategies to maximize returns. If you are looking for an opportunity to make a significant impact and help our clients reach their investment goals, this could be the perfect role for you.

Responsibilities:

  1. Develop and implement portfolio management strategies to help our clients reach their investment goals.
  2. Monitor the performance of portfolios and identify potential risks and opportunities.
  3. Analyze financial markets and develop creative strategies to maximize returns.
  4. Utilize financial analysis tools and software to assess portfolio performance.
  5. Assist in the development of new and existing portfolio management strategies.
  6. Liaise with clients to ensure their investment objectives are being met.
  7. Maintain an up-to-date understanding of the financial markets and economic conditions.
  8. Keep abreast of industry developments and regulatory changes.
  9. Prepare and present reports to senior management.
  10. Assist with the preparation of investment presentations and materials.
Where is this job?
This job is located at Weehawken, NJ 07086, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Excellent Organizational And Time Management Skills

  • Ability To Analyze And Interpret Financial Data

  • Ability To Work Independently And In A Team Environment

  • Strong Knowledge Of Portfolio Management

  • Experience In Financial Analysis And Capital Markets

  • Familiarity With Financial Software And Tools

  • Proficiency In Ms Excel And Other Financial Software

Required Skills
  • Research

  • Strategy

  • Communication

  • Management

  • Negotiation

  • Reporting

  • Compliance

  • Trading

  • Analytical

  • quantitative

  • Financial

  • Risk

  • Portfolio

  • Investment

  • Asset

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Portfolio Management Officer in Weehawken, NJ 07086, USA is between $53,345 and $97,807 per year. Salaries may vary based on experience, qualifications, and other factors.

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 PostedOctober 12th, 2023
Apply BeforeMay 22nd, 2025
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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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