Portfolio Engineer – Active Equity

UBS; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

A leading global wealth manager in London is seeking a Portfolio Engineer to manage accounts and implement portfolio strategies. The role requires at least 2 years of experience in Asset Management and strong analytical and Excel skills. The successful candidate will work closely with Portfolio Managers and contribute to compliance with guidelines while maintaining a detail-oriented approach in a fast-paced environment.

Qualifications

• At least 2 years’ experience in Asset Management support.
• Familiarity with various systems to improve processes.
• Coding/programming experience is beneficial.

Responsibilities

• Manage accounts following portfolio management strategies.
• Implement Portfolio Manager decisions accurately.
• Ensure adherence to internal, client, and regulatory guidelines.
• Review fund cash, currency, and positions pre and post trade.
• Support new portfolio and mandate launches.

Skills

Strong Excel skills

Analytical thinking

Attention to detail

Organized and focused

Ability to work under pressure

Technology affinity

Job description

Job Reference #

331205BR

City

London

Job Type

Full Time

Your role

Do you thrive in a portfolio manager support function and have good ideas to improve processes? Do you have an IT affinity to improve our platforms? Are you an analytical, focused and diligent professional used to working with tight deadlines?

We’re looking for a Portfolio Engineer to:

• manage accounts, which follow portfolio management strategies
• implement Portfolio Manager decisions in a timely and accurate manner
• ensure that internal, client, and regulatory guidelines are adhered to
• review fund cash, currency and positions (both pre and post trade), ensuring correct systems and overseeing data quality
• support new portfolio and mandate launches, transitions, and lifecycle events
• coordinate closely with Portfolio Managers, Traders and many other internal Asset Management teams
• learn new skills to work alongside other areas within Portfolio Engineering and Trading such as Index and ETF Investments

Your team

You’ll be working in the Portfolio Engineering and Trading team in London. Our team is responsible for the implementation of Long only, and Long-Short Equity portfolios. As a portfolio engineer, you’ll play an important role in the timely implementation of investment portfolios with exposure to a variety of asset classes including Equity, Swaps, Futures, FX hedging and other portfolio construction strategies.

Your expertise

• organized and focused, with the ability to work accurately under pressure
• at least 2 years’ experience in an Asset Management front office or portfolio management support role
• an affinity to work with different systems, good ideas of how to use technology to improve processes to improve efficiency and reduce risk
• strong Excel skills, with coding/programming experience seen as beneficial
• an eager, responsive and fast learner, with an ability to demonstrate an interest in global markets
• very detail oriented, able to spot tiny anomalies which may be overlooked by others
• able to handle tight deadlines in a fast-paced environment and still contribute to a positive team atmosphere
• self-motivated, able to work independently as well as within a culturally diverse team environment

About us

UBS is the world’s largest and the 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.

We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.