HOLT Portfolio & Quantitative Strategist
UBS
We’re looking for someone who can assist the team to:
• Leverage data from the HOLT framework to produce research reports focused on market themes, quantitative strategies, sector and geographic allocation, portfolio positioning, and the benefits of HOLT data.
• Conduct client portfolio reviews that analyze the fundamental profile of a client’s portfolio relative to a benchmark, helping clients understand the benefits and risks of various portfolio profiles and also discussing individual holdings through the HOLT framework.
• Conduct analysis using the HOLT framework to generate industry and company specific insights for clients. This entails building a sound knowledge of both the HOLT framework and the economics of various sectors.
• Understand market signals and how they apply to a fundamental and quantitative investment process.
• Collaborate with a wide range of teams within UBS (Equity Research, Wealth Management, Global Markets, etc.) to create incremental business.
Detailed salary information:
• New York: the salary range for this role is $155000 to $185000
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 ubs.com/usbenefits.
• Leverage data from the HOLT framework to produce research reports focused on market themes, quantitative strategies, sector and geographic allocation, portfolio positioning, and the benefits of HOLT data.
• Conduct client portfolio reviews that analyze the fundamental profile of a client’s portfolio relative to a benchmark, helping clients understand the benefits and risks of various portfolio profiles and also discussing individual holdings through the HOLT framework.
• Conduct analysis using the HOLT framework to generate industry and company specific insights for clients. This entails building a sound knowledge of both the HOLT framework and the economics of various sectors.
• Understand market signals and how they apply to a fundamental and quantitative investment process.
• Collaborate with a wide range of teams within UBS (Equity Research, Wealth Management, Global Markets, etc.) to create incremental business.
Detailed salary information:
• New York: the salary range for this role is $155000 to $185000
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 ubs.com/usbenefits.
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