Portfolio Analyst - Defined Contribution

Job description

City

Hartford
Job Type

Full Time
Country / State

United States - Connecticut
Function Category

Research & Analysis
What we offer

Together. That's how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We'll value your passion and commitment. And reward your performance.

Why UBS? Video
Take the next step

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.
Your team

You'll be working in the Real Estate Research and Strategy team in Hartford, CT. We're a small team but we operate within a large global asset management organization. Our role is to support and promote the growth of retirement plan (defined contribution) institutional investments in a new daily valued private real estate fund. This involves a complex sales and educational process with pension consultants and large retirement plan sponsors. Our Fund is designed to be part of a custom multi-asset portfolio that would typically be used by plans with assets in excess of USD 1 billion.
About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?

Desired profile

Your experience and skills

You have:
– a university degree with a major in marketing or finance
– 2-5 years of defined contribution experience with a record keeper or investment management firm
- the proven ability to handle multiple projects and manage conflicting priorities
- analytical ability, understand investments, rates of return and general financial concepts

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You are:
– a self-starter and able to take initiatives on multiple fronts
– analytical and logical
– a person with strong attention to detail
– a person who can get things done through others