Description

Your role

We are seeking an experienced Quantitative Analyst to join our House View Portfolio Management team. In this role, you will apply quantitative techniques to support multi-asset portfolios using both active and passive investment strategies. You will take ownership of complex analytics, contribute to portfolio construction and risk management, and collaborate with investment professionals to deliver actionable insights. This position is ideal for someone with deep technical expertise and a strong understanding of multi-asset investing who thrives in a dynamic, collaborative environment.

• Portfolio Construction & Risk Management
o Assist in developing and refining portfolio construction models for portfolio optimization, risk budgeting, and scenario analysis across equities, fixed income, and liquid alternatives.
o Monitor portfolio exposures, factor sensitivities, and liquidity metrics to ensure alignment with investment objectives and risk guidelines.
• Quantitative Research
o Conduct research on market drivers, factor performance, and macroeconomic trends to inform active investment decisions.
o Support enhancements to asset allocation frameworks and risk models to support multi-asset strategies.
• Analytics & Reporting
o Perform performance attribution and stress testing for multi-asset portfolios.
o Build and maintain dashboards and tools for portfolio monitoring and risk analytics.
o Lead monthly and quarterly reporting processes using quantitative tools and institutional knowledge.
• Collaboration
o Work closely with portfolio managers, investment research, and risk teams to provide actionable insights.
o Communicate quantitative findings clearly to stakeholders.

Detailed salary information:
• Weehawken: the salary range for this role is $140000 to $180000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

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.

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

• Bachelor's or Master's degree in Quantitative Finance, Mathematics, Statistics, Economics, or related field.
• ideally 6+ years of experience in quantitative analysis within asset management, wealth management, or similar investment environment.
• Strong understanding of multi-asset investment strategies across equities, fixed income, and liquid alternatives.
• Familiarity with third-party systems such as FactSet, Barra, Bloomberg, Morningstar Direct and BlackRock Aladdin is preferred.
• Excellent analytical, problem-solving, and communication skills.
• CFA designation or progress toward CFA is a plus.
• Series 7 and 66 licenses are required within the first few months of employment.

Technical Skills
• Proficiency in Python, R, Matlab, and SQL for data analysis and automation.
• Experience with Power BI and other visualization tools for reporting and dashboard creation.
• Ability to leverage AI-powered tools (e.g., Microsoft Copilot, ChatGPT) for workflow automation, research assistance, and productivity enhancement.
• Experience with machine learning techniques for predictive modeling, factor analysis, and portfolio optimization.

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.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Salary information

US Only: The expected salary range for this role is $140000 to $180000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.