UGA - Alternative Investments Onboarding Specialist

Your role

Are you a diligent professional with commitment to high quality work? Do you have a proven track record of driving continuous improvement while focusing on execution?

We’re looking for a product onboarding specialist to:

• manage end-to-end onboarding process for new funds and administrators for UBS WMA platform
• serve as primary point of contact during the onboarding process, providing all relevant documents and status updates
• be responsible for structuring the operational workflow and relationship expectations with funds and administrators to streamline our clients experience while investing in alternative investment products.
• work with strategic internal and external partners such as the product structuring team, Alts Capabilities (operations) team, IT, Fund companies, and administrators
• continuously improve onboarding processes to enhance efficiency and reduce onboarding time to market

Detailed salary information :
• New York: the salary range for this role is $90,000 to $100,000.
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .

Your team

UGA provides alternative investment solutions for high-net-worth clients of UBS Wealth Management US. WM US Alternative Investments business has over $85 billion in assets under control across hedge funds, private equity, private credit, real estate, REITs, BDCs, exchange funds and managed futures. Products range from privately placed offerings to registered public offerings like REITs/BDCs. The UGA Product Onboarding team is responsible for the operational onboarding of funds and administrators on to the UBS WMA platform and the continued operational relationship management with those fund managers and their administrators. Tasks range from fund set up for launch on the subscription platform to problem solving daily issues to contributing to long term strategic plans/technology builds to enhance the business.
Our team works with strategic internal and external partners such as the Structuring team, Alts Capabilities team, internal and external IT support vendors, Fund companies, and administrators to on-board new product to the UBS WMA Alts. platform.

Your expertise

• bachelor’s degree in business, economics, finance, or a related discipline.
• ideally 2+ years of experience in alternative investments, high net worth clients, operations, transactional processing and/or wealth management operations, preferably on another broker dealer/bank platform.
• advanced skills in Excel, Word, and SharePoint
• strong analytical and problem-solving skills, with attention to detail.
• positive, with a can-do attitude that motivates and inspires others
• experience with process improvements and ability to execute
• able to understand processes and you are strong at mapping out requirements and end-to-end assessments with the end goal of identifying gaps
• self-starter who takes initiative and learns quickly in a fast-paced environment

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $90,000 to $100,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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. 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.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.