HOLT Portfolio & Quantitative Strategist — UBS

Descrizione completa

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.