HOLT Portfolio & Quantitative Strategist

Your role

The HOLT Portfolio & Quantitative Strategy Team in New York is looking to add a new member to the team.


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.

Your team

You'll be working on the HOLT Research team in New York. We provide market-leading insights, investment solutions and services to buy-side equities portfolio managers and analysts. HOLT is the industry leader in understanding the corporate performance and valuation of equities with a strong client franchise and brand recognition across major institutional investors, hedge funds and wealth managers.

Your expertise

•BS degree in Accounting, Finance, Economics, Engineering, Mathematics, or other technical field.
•Strong quantitative and analytical skills. Experience with analyzing large data sets, preferably financial data.
•Advanced Excel skills and experience with R, SQL, Python other statistical or data analysis tools/languages.
•Familiarity with tools including Bloomberg, FactSet, Axioma or Barra is a plus.
•Passion for investing with a demonstrated interest in the stock market, quantitative investing, company analysis, and (or) macroeconomics.
•Excellent written and verbal skills, strong interpersonal skills, and attention to detail.
•Candidates must be self-motivated, team-oriented and thrive in a dynamic work environment.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.