[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All UBS jobs](https://jobs.opennash.com/companies/ubs/) · [Search jobs](/search/) UBS · United States # Investment Portfolio Management Specialist – House View United States Finance & Accounting 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=345807) [OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Investment Portfolio Management Specialist – House View ## Job description Are you passionate about building scalable investment capabilities and platforms that serve the most sophisticated clients? Do you thrive in a fast-paced, cross-functional environment where you can drive strategic initiatives from concept to execution? Are you a detail-oriented leader who can manage complexity while keeping the client experience at the center? As a Product Manager in the Wealth Management Portfolio Strategy & Multi-Asset Solutions team, you will support the US House View Discretionary Models business through a blend of analytical, client-facing, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a portfolio management environment. Your clear communication skills and attention to detail will be critical in this role. - Product Manager and key stakeholder- serve as primary point of contact for questions and inquiries related to the Multi asset retail business. This role may include fielding inquiries from internal and external partners and resolving them appropriately. Support relationships with the various US retail advisor sales channels. - Presentation materials - point person for maintenance and development of client presentations (pitch books, factsheets, investment reviews, etc.) and marketing materials. This role will have a focus on the maintenance of House View Portfolio Fact Sheets, the performance track record, and SharePoint site for all supporting materials. You will be expected to create and update content (presentation slides, commentary, etc.) that incorporates timely market events and help better position the Models with internal and external stakeholders. You will be partnering with portfolio managers and other product managers to develop and revise materials as appropriate. - Represent the team in internal strategic initiatives, new product launches and projects. Translate strategic goals into actionable plans, manage key milestones, and deliver executive-level updates. - Model portfolio subject matter expert- draft portfolio commentary and other Models’ communications, analyze model portfolios (returns, risk, performance attribution, etc.), business-related analysis and other ad hoc requests. - Collaborate with Relationship Managers, Portfolio Advisory, and Product Specialists to ensure the House View platform meets client and advisor needs. - Competitive Analysis - gather and analyze the competitive advantages of our industry peers and their competitive products. - Automation - identify inefficiencies and manual processes that could benefit from automation using AI tools and leveraging internal partners to help drive strategic initiatives and grow the business. - Manage technology-related workstreams, including vendor coordination, testing, and implementation of House View specific enhancements. ## 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=345807) ## More jobs at UBS ### [Alternative Investments Capability Head](https://jobs.opennash.com/companies/ubs/jobs/e90e899c8d926b2b0fff/) United States ### [Associate Director, Financial and Regulatory Reporting Specialist](https://jobs.opennash.com/companies/ubs/jobs/8d139d4035f4191da0b7/) United States ### [Associate Director, Global Banking](https://jobs.opennash.com/companies/ubs/jobs/72ca9c8e92ecbdb5d7d0/) United States ### [Associate Director, Valuation Controller](https://jobs.opennash.com/companies/ubs/jobs/eb521689c06dd7bd6d92/) United States ### [Audit Expert IB Execution Services](https://jobs.opennash.com/companies/ubs/jobs/a4a610a5786111aa8421/) United States ## Similar jobs at other companies ### [Portfolio Management Analyst - Investment Strategy](https://jobs.opennash.com/companies/aegon/jobs/42a40132af3a70e68543/) Aegon · Cedar Rapids, Iowa ### [Wealth Management, Institutional Investment Solutions Multi-Asset Portfolio Manager, US Wealth Management](https://jobs.opennash.com/companies/jpmorganchase/jobs/5a9e636a87e192cde6ee/) JPMorganChase · New York, NY, United States ### [Wealth & Investment Portfolio Manager III](https://jobs.opennash.com/companies/huntington-bank/jobs/bd34c34d8cf11e488ab9/) Huntington Bank · Columbus, OH ### [Wealth & Investment Portfolio Manager III](https://jobs.opennash.com/companies/huntington-bank/jobs/cae3fef7af0b8ca0d419/) Huntington Bank · Indianapolis, IN ### [Lead Software Engineer - Investment Portfolio Technology](https://jobs.opennash.com/companies/jpmorganchase/jobs/65e15f01d970bbf82e40/) JPMorganChase · Jersey City, NJ, United States [Finance & Accounting jobs](/functions/finance-accounting/) OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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