UBS

Portfolio Analyst (Hedge Funds)

UBS
1285 6th Ave, New York, NY 10019, USA
Full-TimeDepends on ExperienceSenior LevelBachelors
Job Description

Assist senior portfolio specialists in managing client relationships for institutional hedge fund portfolios. Prepare monthly performance reporting and portfolio deliverables to clients. Produce customized content for clients, including ad-hoc portfolio analysis, research content, investment data requests and manager performance commentary. Coordinate and prepare materials for client and prospect meetings. Work across investment / operational due diligence, middle and back office teams as part of monthly investment process. Help monitor hedge fund manager performance and prepare manager research. Qualitative and quantitative review of monthly client reporting.

Where is this job?
This job is located at 1285 6th Ave, New York, NY 10019, USA
Job Qualifications

  • Ideally 8+ years of experience in capital markets

  • Programming experience is a plus

  • Effective at working both independently as well as collaboratively as part of a global team

Required Skills

  • MS Word

  • MS PowerPoint

  • Time Management Skills

  • Strong Excel skills

  • Strong analytical aptitude

Soft Skills

  • Verbal communication

  • Driven and self-motivated

  • written communication

  • Problem Solving Skills

  • Flexibility/Adaptability

  • Detail Oriented and Organized

  • Multi tasker

Compensation

According to JobzMall, the average salary range for a Portfolio Analyst (Hedge Funds) in 1285 6th Ave, New York, NY 10019, USA is between $80,000 and $130,000 per year.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 23rd, 2022
Apply BeforeMay 22nd, 2025
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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