Portfolio and Fund Management Specialist

Job description

Your role

• Are you at your best when serving customers and providing specialized knowledge about real assets and private markets?
• Do you have a proven ability to work with clients to deliver alternative investment solutions?

Tasks

• Providing specialized knowledge about UGA products for real assets to clients worldwide, and in particular to Japanese investors
• Providing high-quality investment solutions for institutional and private investors worldwide, particularly providing guidance for all UGA investment areas in the Japanese market
• Contribute to fundraising efforts by completing RFPs and creating compelling marketing materials, including pitch decks and due diligence questionnaires (DDQs).
• Collaborate with investment teams to conduct research and analysis of market trends, industry benchmarks, and competitor activities to enhance investor communications and position the company as a market leader
• Collaborate with asset management client coverage teams and global wealth management client advisors to support sales and client service efforts
• Ensuring the delivery of exceptional customer service that maintains SMA's current quality standards and facilitates potential refill opportunities

Your commitment

• You will be part of a large, cross-functional investment and alternative investment solutions team.
• The team is responsible for managing the UBS platform for real assets and alternative investment management (across real estate, infrastructure, private equity, and hedge funds).
• You will be part of investor relations management (across all major traditional and alternative asset classes, from active to passive, and including a compelling value proposition for investors).

Requirements

• 12-15 years of experience in an institutional investment, private markets specialist, product specialist, or alternative sales role
• Deep understanding of the Japanese investor landscape and regulatory environment, with the ability to act as a Japanese SMA 'gatekeeper' by providing regular reports and performance updates
• Experience with the investor landscape
• Understanding unique expectations
• Advanced technical, product, and market knowledge that aligns with ours; hard and soft skills
• Strategic thinker with strong communication skills
• Highly motivated to think in a fast-paced environment
• Fluent in Japanese and English

We offer

• New challenges
• A supportive team
• Opportunities for growth
• Flexible working options, if possible
• An inclusive culture that brings out the best in our employees