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UBS · United States

# Portfolio Associate

United States Executive & Management 

Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=351718)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Portfolio Associate

## Job description

Are you skilled at turning market and portfolio data into clear, actionable recommendations? Do you enjoy executing trades, improving portfolio positioning, and ensuring every client meeting is backed by clean, accurate analytics?

We’re looking for a Portfolio Associate to:
- prepare client reports and meeting materials, refreshing day-of as needed
- recommend trades and asset allocation updates in advance of client meetings and implement trades once reviewed
- execute investment and trading activity across portfolios, including support for alternative investments and structured products and required transaction paperwork (as applicable)
- analyze and interpret portfolio performance and provide recommendations for change in partnership with the Financial Advisor and Investment Committee
- perform business analytics and due diligence support to sustain the growth of the business

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=351718)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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