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About the Role
We are looking for a Portfolio Analytics & Automation Specialist - CIG to support our Leveraged Loan and High-Yield investment team by providing day-to-day portfolio monitoring and analysis, enhancing analytics on exposures, risk, and performance, and designing/building data tools and reports. The role involves automating reporting workflows and contributing to ad hoc analytical projects.
Responsibilities
- Support portfolio managers with day-to-day portfolio monitoring and analysis across leveraged loans, high-yield bonds, and CLO portfolios.
- Own and enhance analytics on portfolio exposures, risk positioning, and performance attribution.
- Design, build, and maintain data tools, dashboards, and reports used by the portfolio management team.
- Automate recurring portfolio and risk reporting workflows to help the team scale beyond manual processes.
- Contribute to ad hoc analytical projects as markets, strategies, and portfolio needs evolve.
Requirements
- Ideally 3 years of experience in asset management, leveraged finance, structured credit, investment banking, or a related front office analytical role.
- Advanced Excel skills and proficiency in Python strongly preferred.
- Knowledge of tools such as numpy, pandas, matplotlib, scikit-learn, streamlit, powerbi, or qlik would be an advantage.
- Strong communication skills.
- Ability to manage multiple priorities in a fast-paced investment-driven environment.
- Comfort working directly with senior investment professionals.
- Curiosity to explore how AI can improve workflow building, delivery, and optimization.
- Sound judgment for validating outputs and aligning with policies, risk standards, and ethical use.
Skills
- Analytical judgment
- Data analysis
- Technology utilization
- Leveraged loans
- High-yield bonds
- CLO portfolio management
- Portfolio monitoring
- Performance attribution
- Data tools development
- Dashboard creation
- Report generation
- Workflow automation
- Quantitative skills
- Data review
- Data cleaning
- Large dataset understanding
- Asset management interest
- Credit markets interest
- Leveraged finance interest
- Portfolio management interest
- Excel proficiency
- Python proficiency
- Numpy
- Pandas
- Matplotlib
- Scikit-learn
- Streamlit
- Power BI
- Qlik
- Communication skills
- Priority management
- AI exploration
Location
- New York, New York
Work Type
- Full-time
Experience Level
- 3 years of experience
Education Level
- Bachelor's or Master's degree in Finance, Economics, Math, Engineering, Computer Science, or a related field
Salary/Compensations
- min USD 95000 - max USD 115000 /annum
Benefits
- Competitive benefits
- Additional variable compensation or awards may be provided
About the Company
- 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.
- The Credit Investments Group (“CIG”) is a business unit within the Investments division of Asset Management, managing over [$57] billion in non-investment grade credit assets.
- CIG is one of the largest leveraged credit managers in the US and Western Europe.
- The investment process is predicated on bottom-up credit selection, which has generated favorable risk-adjusted returns with lower relative volatility than the benchmark for the last 25 years.
- We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do.
- We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Equal Opportunity
- 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.