Senior Wealth Strategy Lead - Portfolio & Research

UBS; San Diego (CA); Sur place; USD 75 000 - 105 000; Plein temps

Résumé du poste

UBS is seeking a Senior Wealth Strategy Associate in La Jolla to lead the team's portfolio management and investment function. You’ll drive research, trading, and client engagement for high-net-worth families and business owners, aligning investment solutions with client goals.

Join a collaborative, high-performance Private Wealth Management team focused on sophisticated portfolio strategy, market analysis, and ongoing client education in a dynamic market environment.

Qualifications

• Experience in wealth management, portfolio management, investment research, or a related field.
• Strong understanding of capital markets, portfolio construction, and investment theory.
• Ability to analyze portfolio performance and communicate investment recommendations clearly and effectively.

Responsabilités

• Lead portfolio management and investment function for the team.
• Oversee and execute trading activity across client portfolios.
• Conduct research on asset classes, managers, and portfolio strategies.
• Monitor portfolio performance and identify opportunities to improve client outcomes.
• Translate market insights into portfolio recommendations and client communications.
• Lead investment committee discussions and strategic portfolio reviews.
• Explain portfolio positioning and market developments to clients.
• Assist clients in understanding periods of performance and risk.

Connaissances

Wealth management

Portfolio management

Investment research

Client engagement

CFA progress

Formation

CFA designation in progress

Description du poste

UBS is seeking a Senior Wealth Strategy Associate in La Jolla to lead the team's portfolio management and investment function. You’ll drive research, trading, and client engagement for high-net-worth families and business owners, aligning investment solutions with client goals.

Join a collaborative, high-performance Private Wealth Management team focused on sophisticated portfolio strategy, market analysis, and ongoing client education in a dynamic market environment.