Client Associate

Overview

UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in Cincinnati. This position will play an important role in implementing the team’s equity and fixed income strategies as a trader and as a member of the investment committee. Responsibilities include executing equity and fixed income trades across all accounts, managing investment models on the UBS trading system, collaborating with financial advisory team members to ensure client assets are invested in line with investment objectives, and providing market updates to the investment committee.

UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team in Cincinnati. This position will implement the team’s equity and fixed income strategies as a trader and as a member of the investment committee. Responsibilities include executing trades across all accounts, managing investment models on the UBS trading system, collaborating with financial advisory team members to ensure client assets align with investment objectives, and providing market updates to the investment committee.

The ideal candidate blends a passion for investing and the financial markets with exceptional organizational skills, attention to detail, and the drive to succeed in a fast-paced trading environment.

Successful applicants will be trained on all necessary software programs and investment processes.

Job Type: Full Time

Job Reference #: 338399

City:
Cincinnati

You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.

• Strong analytical and organizational skills.
• Series 7 and 66 licenses (or commitment to earning them shortly after hire).
• The ability to work under pressure and implement complex trading strategies under deadlines with a high level of attention to detail.
• Excellent communication skills and the ability to collaborate well on a team.
• Good command of Microsoft Office and comfort learning and using trading software.
• Bachelor's degree, or equivalent, with a Finance focus a plus.

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

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.

And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

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.