Description

Your role

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.

Your team

You'll be working as part of a Private Wealth management team in Boston.

Your expertise

ideally 2-5 years in wealth management, advisory support, or investment operations

CFA, Fully registered (Series 7 & 66) and operationally independent

Working knowledge of:
- Managed portfolios, mutual funds, ETFs, structured products, alternatives (at a high level)
- Risk profiles, suitability, and client objectives

Ability to:
Analyze product groupings for individual client circumstances
Perform comparative evaluations to support FA recommendations

Professional client communication:
- Clear, calm explanation of processes, requirements, and next steps
- Ability to identify client issues early and escalate appropriately

Internal relationship management:
- Coordinating closely with FAs before and after client conversations
- Confirming and documenting sales opportunities before client outreach
- Strong follow-through on commitments and deadlines

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.