Relationship Manager – Investment Analyst

UBS Financial Services; New York (NY); On-site; USD 85,000 - 130,000; Full time

Job summary

An established industry player is seeking a Relationship Manager with an Investment Analyst focus to join their dynamic team. This role combines client advisory with operational excellence, requiring a licensed professional passionate about markets. You will manage investment strategy execution, monitor portfolio performance, and build strong client relationships. With a commitment to personalized service and growth, this opportunity offers a collaborative environment where your contributions will be valued. Join a high-performing team and take your career to the next level in a supportive and inclusive culture.

Qualifications

• 2-5 years of experience in investment operations or client service.
• Active FINRA licenses required for this role.

Responsibilities

• Manage operational workflows tied to investment strategies.
• Act as key client contact for investment-related matters.

Skills

Client Relationship Management

Investment Strategy Execution

Portfolio Performance Monitoring

Market Knowledge

Excellent Communication Skills

Education

FINRA Series 7 License

FINRA Series 66 License

Degree in Finance or Related Field

Tools

UBS Platforms

Job description

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=325849

Relationship Manager – Investment Analyst

United States - New York

Business management, administration and support, Client advisory / Relationship management, Equities, Finance, Management and Business Support

Global Wealth Management

Job Reference #

319208BR

City

New York

Job Type

Full Time

Your role

We are seeking a Relationship Manager with an Investment Analyst Focus to join our team and play a critical role in the implementation and oversight of our investment strategies. This is a client-facing, operations-heavy position ideal for a licensed professional who is passionate about the markets, service-driven, and eager to grow within a dynamic and entrepreneurial environment.

Investment Strategy Execution:
• Manage operational workflows tied to our investment strategy, including enrollments, contributions, funds due, and treasury rollovers and Alternative Investment action (capital calls, subscriptions, qualifying, etc).
• Execute trades and coordinate with trading desk and internal teams to ensure timely and accurate implementation
• Monitor portfolio performance, risk exposures, and investment allocations
• Maintain performance tracking tools and produce reports to support internal strategy reviews and client meetings

Client Relationship Management:
• Act as a key client contact for investment-related matters, collaborating closely with Financial Advisors and Planners
• Prepare and present investment reviews and performance updates to clients
• Educate clients on market developments, asset allocation, and investment strategy
• Partner with UBS specialists and internal resources to deliver comprehensive solutions

Detailed salary information:
• New York: the salary range for this role is $85000 to $130000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .

Your team

We are a high-performing advisory team within UBS Wealth Management, delivering sophisticated, highly personalized financial advice to a select group of clients. Our approach combines the global strength of UBS with the agility and care of a boutique firm. We pride ourselves on collaboration, relentless attention to detail, exceptional client experience, and a deep commitment to growth—for our clients, our team, and ourselves.

Why Join Us:
• Be part of an elite UBS team that blends institutional expertise with personalized service
• Work in a collaborative environment where your ideas, initiative, and attention to detail are valued
• Build a long-term career path with mentorship, professional development, and growth opportunities
• Enjoy access to UBS’s full platform and global resources while contributing to a close-knit team

Your expertise

• Active FINRA Series 7 and 66 licenses (or 63 & 65)
• 2–5 years of experience in investment operations, client service, or advisory support within a wealth management or institutional environment
• Deep interest in capital markets and portfolio strategy
• Proficiency with UBS platforms and systems
• Strong attention to detail, accuracy, and organizational skills
• Excellent interpersonal and communication abilities
• Team-first mentality with a desire to contribute across the business and grow within UBS

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $85000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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. 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.