Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Conduct research, run analytics, and collaborate on investment products.
- Company: UBS is the world's largest global wealth manager with a diverse range of services.
- Benefits: Enjoy flexible working options, a supportive team, and opportunities for growth.
- Why this job: Join a dynamic team, work with cutting-edge data, and make a real impact.
- Qualifications: Bachelor's degree in a relevant field and advanced programming skills required.
- Other info: Inclusive culture with a focus on collaboration and personal development.
The predicted salary is between 43200 - 72000 £ per year.
Job Reference #
324696BR
City
London
Job Type
Full Time
Your role
We’re looking for a HOLT Investment Strategies Analyst to:
• Conduct quantitative research on alpha signals, market insights, and portfolio analytics
• Contribute to innovation and enhance the team’s infrastructure
• Run and present portfolio analytics to clients
• Collaborate with internal partners (QIS, Asset Management, Wealth Management, etc.) to design and deliver investment products for clients
• Design and maintain bespoke equity portfolio solutions leveraging proprietary HOLT data
Your team
You’ll be working in the HOLT Investment Strategies team in London which leverages the industry leading HOLT fundamental dataset to design, develop, and maintain systematic investment products. We are a client facing team and collaborate with many internal partners including Quantitative Investment Solutions (QIS), Asset Management, Trading, etc. providing a variety of investment solutions. You would be expected to help run our existing strategies while developing the skills to market our offering both internally and externally and ultimately work directly with clients to design bespoke portfolio solutions.
Your expertise
• Understanding of fundamental factors, portfolio theory and optimisation
• Advanced programming skills in Python, MATLAB, and SQL
• Passion for financial markets with an interest in taking on a client-facing role
• Excellent analytical skills and attention to detail
• Strong verbal, written and interpersonal skills (individual interaction as well as presentations to large groups)
• Inquisitive, self-motivated, team-oriented and demonstrate an ability to work in a time sensitive environment
• Bachelor’s degree (or equivalent) in Mathematics, Engineering, Computer Science, or Quantitative Finance
Preferred Skills
• Experience with Machine Learning / AI
• Experience with Portfolio Optimisation / Risk Models such as Axioma / Barra
About us
UBS is the world’s largest and the 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.
We have a presence in all major financial centers in more than 50 countries.
Join us
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. We also recognize that great work is never done alone. That’s why 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.
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.
#J-18808-Ljbffr
Investment Strategies Analyst, HOLT employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Strategies Analyst, HOLT
✨Tip Number 1
Familiarise yourself with the HOLT fundamental dataset and its applications in investment strategies. Understanding how to leverage this data will not only enhance your analytical skills but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Network with professionals in the finance industry, particularly those who work in quantitative investment solutions or asset management. Engaging with them can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Brush up on your programming skills, especially in Python, MATLAB, and SQL. Consider working on personal projects or contributing to open-source projects that involve portfolio optimisation or machine learning to showcase your technical abilities.
✨Tip Number 4
Prepare to discuss your understanding of portfolio theory and optimisation during interviews. Be ready to present your thoughts on how these concepts apply to real-world scenarios, as this will highlight your analytical skills and passion for financial markets.
We think you need these skills to ace Investment Strategies Analyst, HOLT
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of an Investment Strategies Analyst. Emphasise your programming skills in Python, MATLAB, and SQL, as well as any experience with portfolio optimisation or risk models.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial markets and your understanding of fundamental factors and portfolio theory. Mention specific projects or experiences that demonstrate your analytical skills and attention to detail.
Showcase Quantitative Research Skills: In your application, provide examples of any quantitative research you have conducted, particularly related to alpha signals or market insights. This will demonstrate your capability to contribute to the team's innovation and infrastructure.
Prepare for Client Interaction: Since the role involves client-facing responsibilities, highlight any previous experience in presenting complex information to clients or large groups. This will show your strong verbal and interpersonal skills, which are crucial for this position.
How to prepare for a job interview at UBS
✨Showcase Your Analytical Skills
As an Investment Strategies Analyst, you'll need to demonstrate your analytical prowess. Prepare examples of past projects where you've successfully conducted quantitative research or portfolio analytics. Be ready to discuss how you approached these tasks and the impact they had.
✨Familiarise Yourself with HOLT Data
Since the role involves leveraging proprietary HOLT data, make sure you understand its significance and applications. Research how HOLT data is used in investment strategies and be prepared to discuss how you would apply it in your role.
✨Prepare for Client-Facing Scenarios
Given the client-facing nature of the position, practice articulating complex financial concepts clearly and concisely. Think about how you would present portfolio analytics to clients and prepare to answer questions they might have.
✨Demonstrate Team Collaboration
Collaboration is key in this role, so be ready to share experiences where you've worked effectively within a team. Highlight your ability to communicate with various internal partners and how you can contribute to designing bespoke investment products.
