Investment Implementation Analyst (SMA)

Your role

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

Your team

You’ll be working in the SMA Overlay and Implementation team, an integral part of Portfolio Engineering, Trading and Investments within UBS Asset Management. The team is responsible for the implementation, monitoring and trading support of SMA strategies and Multi-Asset strategies, primarily across equities, exchange-traded funds (ETFs) and mutual funds.
You’ll collaborate with implementation specialists, portfolio managers and colleagues across Asset Management and other UBS divisions. We value teamwork, practical problem solving and continuous improvement, and we encourage open discussion of new ideas, issues and challenges so that we can build scalable solutions for our clients

Your expertise

• ideally 2+ years of experience in SMA implementation and execution, or equivalent experience in portfolio implementation, trading support or investment operations
• experience partnering with portfolio managers to support effective implementation outcomes
• understanding of SMA processes and investment instruments such as equities, ETFs, mutual funds and fixed income securities
• familiarity with United States and international traded securities, including trading considerations such as time, price and volume constraints
• experience with Unified Managed Accounts (UMA) or third-party model delivery would be an advantage
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.