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HOLT Portfolio & Quantitative Strategist
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HOLT Portfolio & Quantitative Strategist
United States - New York
Research
Job Reference # 304099BR
City New York
Job Type Full Time
Your role
We're looking for someone who can assist the team to:
Leverage data from the HOLT framework to produce research reports focused on market themes, quantitative strategies, sector and geographic allocation, portfolio positioning, and the benefits of HOLT data.
Conduct client portfolio reviews that analyze the fundamental profile of a client's portfolio relative to a benchmark, helping clients understand the benefits and risks of various portfolio profiles and also discussing individual holdings through the HOLT framework.
Conduct analysis using the HOLT framework to generate industry and company specific insights for clients. This entails building a sound knowledge of both the HOLT framework and the economics of various sectors.
Understand market signals and how they apply to a fundamental and quantitative investment process.
Collaborate with a wide range of teams within UBS (Equity Research, Wealth Management, Global Markets, etc.) to create incremental business.
Detailed salary information:
New York: the salary range for this role is $155000 to $185000
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.
Your team
You'll be working on the HOLT Research team in New York. We provide market-leading insights, investment solutions and services to buy-side equities portfolio managers and analysts. HOLT is the industry leader in understanding the corporate performance and valuation of equities with a strong client franchise and brand recognition across major institutional investors, hedge funds and wealth managers.
Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
BS degree in Accounting, Finance, Economics, Engineering, Mathematics, or other technical field.
Passion for investing with a demonstrated interest in the stock market, quantitative investing, company analysis, and (or) macroeconomics.
Strong quantitative and analytical skills. Experience with analyzing large data sets is a plus.
Advanced Excel skills and experience with R, SQL, or other statistical or data analysis tools/languages is a plus.
Excellent written and verbal skills, strong interpersonal skills, and attention to detail.
Candidates must be self-motivated, team-oriented and thrive in a dynamic work environment.
About us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of and make an impact?
United States - New York
Research
Job Reference # 304099BR
City New York
Job Type Full Time
Your role
We're looking for someone who can assist the team to:
Leverage data from the HOLT framework to produce research reports focused on market themes, quantitative strategies, sector and geographic allocation, portfolio positioning, and the benefits of HOLT data.
Conduct client portfolio reviews that analyze the fundamental profile of a client's portfolio relative to a benchmark, helping clients understand the benefits and risks of various portfolio profiles and also discussing individual holdings through the HOLT framework.
Conduct analysis using the HOLT framework to generate industry and company specific insights for clients. This entails building a sound knowledge of both the HOLT framework and the economics of various sectors.
Understand market signals and how they apply to a fundamental and quantitative investment process.
Collaborate with a wide range of teams within UBS (Equity Research, Wealth Management, Global Markets, etc.) to create incremental business.
Detailed salary information:
New York: the salary range for this role is $155000 to $185000
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.
Your team
You'll be working on the HOLT Research team in New York. We provide market-leading insights, investment solutions and services to buy-side equities portfolio managers and analysts. HOLT is the industry leader in understanding the corporate performance and valuation of equities with a strong client franchise and brand recognition across major institutional investors, hedge funds and wealth managers.
Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
BS degree in Accounting, Finance, Economics, Engineering, Mathematics, or other technical field.
Passion for investing with a demonstrated interest in the stock market, quantitative investing, company analysis, and (or) macroeconomics.
Strong quantitative and analytical skills. Experience with analyzing large data sets is a plus.
Advanced Excel skills and experience with R, SQL, or other statistical or data analysis tools/languages is a plus.
Excellent written and verbal skills, strong interpersonal skills, and attention to detail.
Candidates must be self-motivated, team-oriented and thrive in a dynamic work environment.
About us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of and make an impact?
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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