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Risk and Liquidity Manager – Investment Management Team

UBS · Weehawken, NJ · 2 days ago
On-siteFinanceFull-time

About the role

The Risk and Liquidity Manager is a critical member of the House View and OCIO teams, supporting investment risk and liquidity management across diversified, multi-asset class portfolios. The House View portfolios are the core offerings to wealth management clients, while the OCIO portfolios serve a sophisticated institutional client base, including endowments, foundations, retirement plans, and ultra-high-net-worth families. This role will contribute to the firm's risk governance framework by preparing analysis, monitoring portfolio risks, supporting liquidity assessments, and helping deliver clear insights to portfolio managers and internal stakeholders.

Responsibilities

  • Support the identification, measurement, and monitoring of portfolio and aggregate client risk exposures, including market, credit, factor, interest rate, inflation, and currency risks.
  • Assist in developing and maintaining liquidity projections and stress testing across portfolios, incorporating both public and private market exposures.
  • Support the selection, implementation, setup, testing, and ongoing use of risk and analytics systems.
  • Maintain risk analytics, dashboards, and reporting tools for use by House View portfolio managers, OCIO leadership, and client stakeholders.
  • Conduct scenario analysis, value-at-risk (VaR), and tail-risk assessments using internal and third-party risk systems, with guidance from senior team members.
  • Monitor redemption terms, lockups, and gating risks of underlying fund investments to ensure alignment with client liquidity needs and spending policies.
  • Build and update liquidity models based on client and institutional spending needs, and portfolio liquidity availability.
  • Prepare risk and liquidity analysis to support client meetings, new client onboarding, and internal portfolio reviews.
  • Collaborate with investment and compliance teams to support risk policies, investment guidelines, portfolio construction parameters, and data quality.
  • Prepare and present risk reports to internal investment committees, audit and compliance teams, and client boards as needed.
  • Partner with technology, operations, and analytics teams to enhance risk reporting platforms, data pipelines, and ensure data integrity.
  • Stay current on industry best practices, regulatory developments, and emerging risks relevant to institutional portfolios.

Your team

You'll be part of the OCIO team and the House View Portfolio Management team, working across two specialized portfolio management groups within Global Wealth Management, based in Weehawken. These teams help deliver discretionary portfolio management to institutional and private clients—including endowments, foundations, and family offices—while also supporting the design and delivery of UBS's fully discretionary House View portfolios for institutional and US retail clients. Both teams collaborate closely with Financial Advisors, the OCIO Team, Portfolio Advisory Group, internal product and operations teams, and stakeholders across Wealth Management to drive business and product initiatives for the UBS CIO organization.

Responsibilities of the teams include contributing to portfolio construction, implementation, and oversight for discretionary mandates, ensuring alignment with CIO strategy, and supporting continuous improvement of House View offerings. Success in this role requires strong investment knowledge, the ability to manage competing priorities across teams, and excellent communication and stakeholder management skills.

Qualifications

  • Ideally 3–7 years of experience in investment risk, portfolio analytics, liquidity analysis, portfolio management support, or risk consulting, preferably within an OCIO, asset management, or institutional investment setting.
  • Solid understanding of multi-asset portfolio construction across public markets; familiarity with private markets and alternative investment structures is a plus.
  • Experience using risk or portfolio analytics platforms such as Aladdin, MSCI RiskMetrics, BarraOne, Bloomberg PORT, Clearwater, or similar tools.
  • Strong Excel skills; experience with Python, SQL, R or other data and analytics tools is highly desirable.
  • Familiarity and/or interest in liquidity modeling, cash flow analysis, and alternative investment structures.
  • SIE, Series 7, and Series 66 preferred, or willingness to obtain as required for the role.
  • CFA, FRM, or CAIA progress or designation preferred.
  • Clear communication skills with the ability to summarize risk concepts for both technical and non-technical audiences.
  • Proven ability to thrive in a collaborative, fast-paced, and team-oriented environment.
  • 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.

Pay

United States - New Jersey - Weehawken min USD 90000 - max USD 120000 /annum. The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. We may, at our sole discretion, provide additional variable compensation or awards.

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