UBS · 7 hours ago
Portfolio Manager - Active Multi Asset
New York, United States
Full-time
Onsite
Senior Level
$135K/yr - $195K/yr
6+ years expUBS is a leading global asset management firm, and they are seeking an Active Multi Asset Portfolio Manager. The role involves designing, implementing, and enhancing multi-asset portfolios, collaborating with lead portfolio managers and engaging with clients to advocate for multi-asset portfolio solutions.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Collaborate with lead portfolio managers to design and oversee a diverse array of multi-asset portfolio solutions tailored to various client needs
Lead the construction, calibration, and ongoing optimization of multi asset portfolios using portfolio construction tools, scenario analysis, and risk budgeting frameworks
Play an integral role in all facets of portfolio management, including strategic and tactical asset allocation, manager selection and monitoring performance and risk
Transform investment insights into actionable portfolio strategies, ensuring effective execution by working closely with implementation and trading teams
Champion innovative approaches to enhance multi-asset portfolio offerings across different client segments
Contribute to investment decisions by conducting research related to tactical asset allocation and manager selection
Engage with internal sales and client coverage teams both in the US and internationally to advocate and support our multi-asset portfolio solutions
Participate in client meetings to present investment strategies, portfolio positioning, performance updates, and market outlooks
Respond to client inquiries, assist with RFPs, and actively support both prospective and existing clients
Help enhance the global investment process by improving workflows, portfolio management tools, and platform capabilities
Qualification
Required
ideally 6-9 years' relevant experience in portfolio management or a related investment role
extensive hands on experience constructing and managing multi asset portfolios, including asset allocation modeling, portfolio optimization, risk decomposition, and scenario analysis
bachelor's / master's degree or equivalent, with a focus in finance, economics or related field
ideally CFA certified or studying toward this
demonstrate a strategic and solution-driven mindset, excelling in both communication and teamwork
highly organized and meticulous, able to deliver high-quality results even in high-pressure situations
an innovative approach to making processes more effective and efficient
Preferred
programming experience is considered 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
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
2026-01-22
2026-01-22
Company data provided by crunchbase