Portfolio Assistant
1 week ago
Singapore
- Portfolio and fund management
- Global Wealth Management
**Job Reference #**
- 269405BR
**City**
- Singapore
**Job Type**
- Full Time
**Your role**
- Are you passionate about being part of the investment process that manages funds on behalf of clients? Do you have a natural attention to details, and obsessed with ensuring that things run smoothly and constantly on the lookout for ways to improve efficiency? We are looking for someone like that to help us:
- support management of fixed income discretionary portfolios
- preparation of regular compliance and business reports, maintenance of investment modules
- coordinate the generation of marketing and sales materials, including assisting with ad hoc client requests.
- contribute to the macro and credit investment decision process, including liaising with CIO Research colleagues globally
- work with trade coordination team on the consolidation and uploading of team trades
- management of standard portfolios
- support Client Investment Specialist with requests to facilitate client pitches and reviews
**Your team**
- You’ll be working in the Global Mandate Investment Content ("GMIC") team in Singapore. GMIC team is the product manager responsible for all mandate solutions within UBS.
- You will be part of the GMIC Asia fixed income Investment Committee. Our team is mainly responsible for single bond portfolio management and performance, including global credit coverage. Our portfolio managers also participate in client reviews and pitches of ultra-high net worth accounts.
**Your expertise**
- a university degree, preferably majoring in finance &/or economics
- 1-3 years' experience in portfolio support or credit analysis/monitoring
- hands-on experience with single bonds will be an advantage
- strong excel and power point skills. Ability to handle macros, VBA will be an advantage
- working knowledge of Bloomberg
- a strong team player who takes initiative
- a concise and accurate worker, with a keen attention to details
- keen to serve the client through a team approach
- comfortable working independently, as well as in a collaborative environment
- a client-focused, results-oriented team player with highest standards of ethical and professional behavior
- a great communicator, you know how to speak with people at all levels
- keen to take the initiative with solution-oriented thinking that facilitates business decisions
- adaptable and prepared to take on different roles where the team and business requires it
**About us**
- UBS is the world’s largest and 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.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
**How we hire**
**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
**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.
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