At a Glance
- Tasks: Manage portfolios, execute trades, and contribute to product development in a dynamic environment.
- Company: Join UBS, a leading global wealth manager with a collaborative culture.
- Benefits: Flexible working options, opportunities for growth, and a supportive team.
- Other info: Work with cutting-edge technology and explore AI in finance.
- Why this job: Make an impact in portfolio management while engaging with clients and innovative strategies.
- Qualifications: Experience in portfolio management and strong analytical skills required.
The predicted salary is between 54000 - 66000 £ per year.
Your role involves day-to-day portfolio management alongside longer-term initiatives, including research, product development, and platform enhancement across a full range of portfolios. Depending on your experience, you will progressively take responsibility for portfolio management, investment decisions, and client engagement.
We are looking for a Portfolio Manager in Index Alternatives – ETFs, Structured Solutions & Commodities to help us in the following areas:
- Portfolio Management & Implementation: Manage or contribute to the day-to-day running of ETF, index, and derivative-based portfolios, in accordance with investment objectives and risk guidelines. Generate and execute trades across securities, futures, swaps, and structured instruments, including management of cash flows, rebalancing, and currency hedging. Monitor performance, attribution, liquidity, and alignment with benchmarks.
- Product Development & Research: Contribute to the development and enhancement of index strategies, ETFs, and structured investment solutions, including input into product design and implementation. Support and, where appropriate, lead aspects of new product launches and strategy evolution. Conduct market research and competitor analysis to inform positioning and development priorities. Produce investment insights and supporting materials, contributing to the team’s intellectual capital.
- Collaboration & Platform Development: Work closely with trading, structuring, sales, operations, and technology teams, acting as a point of coordination across functions. Contribute to the firm’s One Bank approach, connecting investment capabilities with structuring, execution, and distribution. Identify and drive improvements in portfolio management tools, analytics, and processes, supporting scalability and efficiency.
- Risk & Client Contribution: Monitor market, liquidity, and derivative risks, including scenario analysis where appropriate. Act as a subject matter expert for strategies and products, providing performance analysis and investment insights. Contribute to and participate in client discussions, due diligence, and sales processes, supporting clear communication of investment strategies.
Your team is based in London within UBS Asset Management, managing a range of systematic, rules-based strategies across portfolios including synthetic ETFs, physical commodity funds, structured solutions, and multi-asset strategies. You will report to the Head of Index Alternatives and work closely with various teams.
Why join us?
- Investment Platform: Work across a range of index and alternative strategies, including ETFs, structured solutions, and commodities.
- Integrated Model: Be part of a platform aligned with the firm’s One Bank approach, working closely with trading, structuring, and distribution teams.
- Client Focus: Play a role in delivering investment outcomes and client solutions at scale, with direct exposure to clients over time.
- Development: This role is designed to evolve with experience, offering increasing responsibility across portfolios, products, and client interaction.
- Collaborative Environment: Work within a team-oriented platform with broad internal interaction.
Your expertise includes experience in portfolio management, ETF management, or index investing, strong knowledge of derivatives, and understanding of systematic investment/QIS frameworks, portfolio construction, and risk management techniques. You should have strong technical skills, including Excel and Bloomberg, and working knowledge of Python and/or SQL.
Additional qualifications (preferred) include professional certifications such as CFA, CAIA, or CQF (completed or in progress) and additional language skills.
You are analytical and detail-oriented, comfortable working in fast-moving market environments, collaborative, a clear communicator, and organised.
UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, present in more than 50 markets worldwide. We place collaboration at the heart of everything we do.
Join us at UBS, where our people 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.
Portfolio Manager - Index Alternatives in London employer: UBS
UBS is an excellent employer for a FX Quantitative Analyst in London, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from comprehensive professional development opportunities and the chance to engage with diverse stakeholders, ensuring meaningful contributions to high-impact projects in the fast-paced world of finance.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager - Index Alternatives in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like UBS. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Manager - Index Alternatives in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to UBS.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on UBS's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at UBS
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with UBS.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at UBS will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former UBS employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
