Risk Manager – Financial Advisor Discretionary Portfolios

Overview

Your role Are you passionate about applying quantitative methods to real-world investment challenges? Do you thrive in a collaborative environment where your portfolio construction skills and analytical thinking can drive innovation in portfolio risk management?

Your role Are you passionate about applying quantitative methods to real-world investment challenges? Do you thrive in a collaborative environment where your portfolio construction skills and analytical thinking can drive innovation in portfolio risk management?

• Perform and document comprehensive reviews of discretionary investment strategies managed by U.S. Financial Advisors (FAs), with a detailed focus on investment process, dispersion analysis, performance, trading implementation, and related operational controls.
• Engage Financial Advisor (FA) teams to explain Investment Manager Analysis (IMA) observations and provide targeted coaching designed to strengthen their investment decision-making and drive improved long-term portfolio outcomes.
• Contribute to recurring governance meetings/committees for discretionary strategies; set agendas, curate materials, coordinate key stakeholders, and ensure decisions, actions, owners, and timelines are clearly captured; drive escalations and follow ups to closure.
• Serve as a subject matter expert for our discretionary programs; field questions from FA teams and cross functional partners, providing timely, well supported guidance on program design, oversight standards, and best practices.
• Participate in evolving the strategic vision for discretionary programs to ensure robust oversight and governance frameworks while preserving each FA’s ability to effectively navigate and manage discretionary portfolios.
• Curate and continuously improve review artifacts (e.g., strategy review packs, dispersion/performance readouts, trading checklists) to support both initial due diligence and ongoing monitoring.
• Partner across stakeholders to translate insights into pragmatic enhancements to process, controls, and client outcomes, reinforcing accountability and transparency throughout the program lifecycle.

Detailed salary information:
Weehawken: the salary range for this role is $140000 to $180000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

Full Time

329973

Weehawken

You’ll be a member of the Investment Manager Analysis group within UBS’s Global Wealth Management Americas division. Our team is responsible for building and maintaining quantitative models that support investment decision-making and oversight of investment strategies offered through our wealth management platform. We work closely with portfolio management teams, technology partners, and other stakeholders to deliver scalable, data-driven solutions that enhance client outcomes.

In line with UBS’s ambition to become an AI enabled institution, we operate in a collaborative, inclusive environment that empowers innovation and creative approaches to complex problems.

Experience/Mandatory

• ideally +7 years of experience in an investment due diligence role, preferably in asset management, risk management, or financial modeling.
• Deep understanding of time-series analysis, and statistical modeling techniques.
• Familiarity with risk management concepts such as risk decomposition, factor exposure, and stress testing.
• Experience with Morningstar, Bloomberg PORT, Fact Set, Aladdin, and other data vendor services preferred.

• Master communicator with proven ability to influence decision-making through persuasive dialogue and well-structured presentations.
• Strong team player with the ability to collaborate across functions and geographies.
• Ability to manage multiple projects and meet deadlines in a dynamic environment.
• Desire to grow in role by learning and teaching with the goal of becoming a subject matter expert.
• Skilled at…