Analyst
Job description
UBS is one of the largest wealth management firms in the world with $2.6 trillion in assets under management. The firm is located in over 50 countries and has 286 branch locations in the U.S. Our team, The Spinner Group, works in a specialized department within UBS called Private Wealth and manages approximately $3 billion in assets under management. We focus exclusively on the comprehensive wealth management and investing needs of high net worth individuals and families, corporations, endowments, and foundations.
As a Wealth Strategy Associate on The Spinner Group, you will provide analytical solutions for existing clients, while also creating and preparing investment proposals for prospective clients. The team has developed a process that leverages the unique experience of each team member as well as the vast resources of UBS. Each member of the team has a clearly defined role and specific expertise that contributes to the overall business.
Responsibilities include, but are not limited to, the following:
Provide asset class research, ranging from equities to alternative investments, for the team through the use of UBS Intellectual Capital, Morningstar and outside investment resources
Assist financial advisors in client conversations by providing performance reports, analytics, and data to understand and meet client objectives
Analyze and interpret investment portfolio performance reviews and make recommendations to financial advisors for potential change
Collaborate closely with the team's financial advisors to monitor and rebalance investment portfolios
Develop customized asset allocation strategies and investment solutions for clients
Prepare and create client presentations and performance reviews
Buying and selling securities for clients across various asset classes
Ideal candidates are:
A coachable professional with good business sense and the ability to multi-task in fast-paced environments
Extremely detail oriented, organized, analytical, and logical
An excellent communicator with exceptional problem-solving skills
A hardworking and flexible team player
Available to be in person in the Century City office in Los Angeles
Proficient with Excel and PowerPoint