UBS Alternative Investments US - Product Development Specialist

UBS New York , NY 10007

Posted 2 months ago

Your role

Are you someone who likes to provide alternative investment solutions for high net worth clients? Are you someone who enjoys structuring and launching innovative AI products?

We're looking for an Alternative Investment Product Specialist to:

  • work on the development of new products by taking them through structuring, creation of operating model, launch and initial funding.
  • work closely with external partners as well as sales, due diligence, legal, compliance and marketing to bring all parties together to create an optimal and efficient product. This role's focus is on structuring and analyzing new products (not investment analysis)
  • negotiating agreements, structures, and fees is a key part of this role as is reviewing and creating marketing materials. Need the ability to understand complicated concepts and determine key risk items and disclose in clear and concise ways to our Financial Advisors and clients
  • work with legal counsel on offering materials, understand and review due diligence considerations to couple such considerations with the product structuring and to educate sales and operations and finance on structural issues, work on marketing materials, obtain internal approvals.
  • initiate new projects that will enhance the client and/or financial advisor experience
  • innovate and drive change to the way we service our clients and advisors
  • review and disseminate revised documentation and receive relevant approvals from various UBS parties Communicate changes or events with product sponsors.
  • work closely with internal product management partners to ensure efficient handoff and ongoing management of various products
  • assist with restructurings and reorganizations, extraordinary events, and other changes to funds on the platform

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Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Your expertise

  • ideally 5-10 years of experience in alternative investments, high net worth clients and/or wealth management, preferably on another broker dealer/bank platform
  • excellent verbal and written skills; an ability to present complex ideas and key messages effectively and in simple terms to others; high attention to detail and solid analytical skills
  • team player who shows commitment and dedication, and can maintain both a positive attitude and high level of performance on high demand & time-sensitive initiatives
  • have excellent project management skills and ability to work with many different groups at UBS to get a product approved, obtain advice or buy-in on solutions
  • have the ability to understand processes and be able to map out requirements and end-to-end assessments with the end goal of identifying gaps
  • multi-task and juggle multiple projects at once, but stay on top of all initiatives so as to deliver on time and in set scope
  • LI-UBS

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.


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UBS Alternative Investments US - Product Development Specialist

UBS