Investment Implementation Analyst (SMA) at UBS in Location not listed

Do you have experience implementing investment portfolios and improving operational processes? We’re looking for an Investment Implementation Analyst to support Separately Managed Accounts (SMA) and Multi-Asset portfolios. In this role, you’ll:

• implement trade directives, tactical and strategic model changes, and client activity across SMA and Multi-Asset portfolios
• support account events including initial investing, deposits, withdrawals, risk profile changes, tax harvesting and corporate actions
• monitor accounts daily for cash and position drift, and rebalance portfolios where needed
• partner with SMA portfolio managers to deliver effective implementation outcomes through clear and proactive communication
• identify, investigate and resolve discrepancies across accounts and models
• translate business needs into clear business requirements and procedural documentation
• help improve scale, efficiency and control across SMA, Multi-Asset, third-party model delivery and Unified Managed Account implementation processes
• develop scalable client solutions for multi-component portfolio designs and client-specific requirements
• identify potential operational risk issues and help mitigate impact to our clients and our organisation