UBS · 1 day ago
Associate Portfolio Manager - SMA Overlay & Tax Management
New York, United States
Full-time
Onsite
Mid, Senior Level
$135K/yr - $195K/yr
5+ years expUBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking an Associate Portfolio Manager focused on tax optimization for high-net-worth clients, responsible for implementing security selection, monitoring accounts for risk reduction, and articulating investment capabilities to clients and advisors.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Deliver tax and risk-aware overlay on active and passive strategies, working closely with our Asset Allocation and Equity teams as well as Index vendors
Provide accurate and timely implementation of security selection and asset allocation changes, as well as client-directed activities (e.g., deposits, withdrawals), with a focus on tax optimization at the account level
Monitor PTM accounts for opportunities to reduce risk and tax exposure
Create tax-sensitive transition proposals for prospective clients to support discussions with advisors and clients
Articulate the team’s capabilities, investment views and performance to Distribution, Financial Advisors and clients
Contribute to the development of new tax-focused functionalities and process enhancements
Deliver expanded services beyond the U.S. including additional value-added overlays such as options, factor tilts and long short capabilities
Qualification
Required
ideally 5+ years of related experience in investment management and implementation of high-net-worth portfolios
understanding of tax implications in portfolio management and the SMA industry
proficiency in analytical tools such as Bloomberg, Barra, and FactSet
familiarity with model delivery and Unified Manage Accounts (UMA)
strong organizational skills and ability to manage high volumes of time-sensitive tasks
analytical mindset with a proactive approach to problem-solving and process improvement
effective communicator, comfortable presenting complex topics to clients and internal stakeholders
collaborative team player, able to work effectively as part of a diverse team across multiple locations
degree in finance, business, or a related field; CFA or MBA are a plus
Preferred
programming, coding, or AI skills are a plus
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
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