Investment Associate — UBS

Descrizione completa

An Investment Associate provides support to the wealth management team in the analysis and marketing of products and services, alongside client service.

• Perform investment research and analysis on investment solutions and products for the FAs.
• Manage the implementation of investment solutions with FA oversight.
• Listen to quarterly update calls for investment providers and provide a summary to the team.
• Ensure all time-sensitive work and supporting documentation is completed in a timely manner
• Provide written summaries on investment analysis and outlook for existing and prospective managers
• Prepare supporting materials and sample reports that can be used in client and potential client meetings
• Collaborate with Operations and Home Office to ensure issues are quickly and effectively resolved
• Undertake administrative services to support the team
• Analyze product groups specific to individual clients circumstance and perform analysis

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.