UBS · 1 day ago
GWM US Portfolio Management Officer
New Jersey, United States
Full-time
Onsite
Mid, Senior Level
$120K/yr - $160K/yr
5+ years expUBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. The GWM US Portfolio Management Officer will support the GWM Americas Digital Portfolio Management Team by driving the division's Digital Strategy, overseeing the Quarterly Business Review process, and managing financial aspects of the change portfolio.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Support the Quarterly Business Review process, including overseeing the end to end process to create materials, partnering with business leads and Agile Stream and Crew Leads
Monitor portfolio financials including tracking of budget shifts, Return on Investment (ROI), forecasts, actuals and benefits
Analyze financial data to provide insights and recommendations for optimizing capacity allocation and investment decisions
Single point of contact for Crew or Stream Digital Leads on all financial aspects of the change portfolio
Deliver the yearly change planning process across the portfolio to ensure business objectives are accounted for and prioritized
Create Digital Strategy updates for various forums
Ensure connectivity across Agile Streams through OKR planning and reviews
Become an Objective and Key Result (OKR) expert to guide Agile Streams and Crews
Monitor key portfolio KPIs and OKRs to aid in making future investment decisions
Become an expert in Agile tooling and enable its use for the GWM US change portfolio
Build relationships with business sponsors and program managers to aid in the management of technology investments
Assist in facilitating organization-wide Agile transformations
Provide support to management for various business initiatives including business analysis and presentations
Qualification
Required
Strong analytical and writing skills, project management skills
Strong presentation and visualization skills
Strong quantitative ability and attention to detail
Influencing skills, ability to partner effectively with others
Familiarity with portfolio management and program management
Familiarity with Agile methodology and Objectives and Key Results a plus
Familiarity with financial planning and business management necessary
ideally 5+ years business/financial services/management consulting experience
University Degree preferred
an excellent communicator, with strong influencing and writing skills
driven and excited by challenge and change – ready to roll up your sleeves to get the job done
incredibly organized, with an innate sense of how to prioritize with attention to detail
proactive, forward thinking, able to anticipate problems and present solutions
comfortable working independently but ready to jump in to support others as priorities change
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
Represents job field similar to this job
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
Recent News
bloomberglaw.com
2026-01-08
2026-01-05
2026-01-03
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