Portfolio Associate

UBS; Nashville (TN); On-site; USD 75,000 - 110,000; Full time

Job summary

UBS in Nashville is seeking a Portfolio Associate who turns market and portfolio data into clear, actionable recommendations. You’ll prepare client reports and meeting materials, refresh day-of, and help optimize portfolios ahead of client meetings.

You’ll execute investment and trading activity, support for alternative investments and structured products, and work with the Financial Advisor and Investment Committee on portfolio analytics and due diligence to sustain growth.

Qualifications

• FINRA registration and licensing as required (e.g., Series 7 and 66)
• Insurance Licensure is a plus
• Experience in portfolio analytics, trading and execution, and client meeting preparation in a wealth management environment
• Strong attention to detail and comfort working across multiple accounts, models, and operational workflows
• Excellent communicator with strong interpersonal skills and a collaborative mindset
• Analytical and logical problem-solver with strong Excel and portfolio reporting proficiency.

Responsibilities

• Prepare client reports and meeting materials, refreshing day-of as needed
• Recommend trades and asset allocation updates in advance of client meetings and implement trades once reviewed
• Execute investment and trading activity across portfolios, including support for alternative investments and structured products and required transaction paperwork (as applicable)
• Analyze and interpret portfolio performance and provide recommendations for change in partnership with the Financial Advisor and Investment Committee
• Perform business analytics and due diligence support to sustain the growth of the business

Skills

Client meeting materials

Trade implementation

Portfolio monitoring

Due diligence & analytics

FINRA licensing

Insurance licensure

Portfolio analytics

Excel

Portfolio reporting

Client relationship

Job description

Key Responsibilities

Are you skilled at turning market and portfolio data into clear, actionable recommendations? Do you enjoy executing trades, improving portfolio positioning, and ensuring every client meeting is backed by clean, accurate analytics?

• prepare client reports and meeting materials, refreshing day-of as needed
• recommend trades and asset allocation updates in advance of client meetings and implement trades once reviewed
• execute investment and trading activity across portfolios, including support for alternative investments and structured products and required transaction paperwork (as applicable)
• analyze and interpret portfolio performance and provide recommendations for change in partnership with the Financial Advisor and Investment Committee
• perform business analytics and due diligence support to sustain the growth of the business

Job Type

Full Time

Job Reference #

344176BR

City

Nashville

Key Responsibilities

Are you skilled at turning market and portfolio data into clear, actionable recommendations? Do you enjoy executing trades, improving portfolio positioning, and ensuring every client meeting is backed by clean, accurate analytics?

We’re looking for a Portfolio Associate to:

• prepare client reports and meeting materials, refreshing day-of as needed
• recommend trades and asset allocation updates in advance of client meetings and implement trades once reviewed
• execute investment and trading activity across portfolios, including support for alternative investments and structured products and required transaction paperwork (as applicable)
• analyze and interpret portfolio performance and provide recommendations for change in partnership with the Financial Advisor and Investment Committee
• perform business analytics and due diligence support to sustain the growth of the business

The team

You’ll be working as part of Parham | Deidiker Family Wealth Advisors, based in Nashville, TN, within Wealth Management Americas. Our team supports ultra-high net worth individuals and families through comprehensive planning and disciplined portfolio management. As a Portfolio Associate, you’ll play a key role in meeting preparation, investment execution and trading, and ongoing portfolio and risk management support for the team.

A Portfolio Associate supports the team by preparing investment analysis, executing portfolio and trading activity, and partnering with the Investment Committee and Financial Advisors to implement disciplined, client-aligned portfolio recommendations.

Your Skills And Experience

• Client meeting materials: accurate, timely reports, analysis, and agendas refreshed as needed
• Trade implementation: clean execution aligned with approved asset allocation updates and client constraints
• Portfolio monitoring: asset allocation reviews, violation mitigation, statement recaps, and capital call oversight
• Due diligence and analytics: investment committee support and business analytics to identify client opportunities
• FINRA registration and licensing as required for the role (e.g., Series 7 and 66)
• Insurance Licensure is a plus
• Experience in portfolio analytics, trading and execution, and client meeting preparation in a wealth management environment
• Strong attention to detail and comfort working across multiple accounts, models, and operational workflows
• Excellent communicator with strong interpersonal skills and a collaborative mindset
• Analytical and logical problem-solver with strong Excel and portfolio reporting proficiency.
• Client and Service Focused
• Detail Oriented
• Professional Demeanor
• Teamwork and Collaboration
• High Level of Personal Integrity
• Clear Communication
• Continuous Self-Development
• Personal Drive and Commitment
• Problem Solver and Critical Thinker

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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.