Wealth Portfolio Analyst & Trading 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

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.