United States - New York

Product Management and Development

Asset Management

Key responsibilities

Have you managed product development initiatives from A to Z? Do you want to help us develop new strategic products for our clients?

We are looking for a Structuring Officer to:

• work on the development of new private markets and private real estate products by taking them through structuring, creation of operating model, launch and initial funding
• work closely with external partners as well as sales, due diligence, legal, compliance and marketing to bring all parties together to create an optimal and efficient product.
• structure and analyze new products (no investment analysis)
• Negotiate agreements, structures, and fees as well as review and create marketing materials
• work with legal counsel on offering materials, understand and review due diligence considerations to couple such considerations with the product structuring and to educate sales and operations and finance on structural issues, work on marketing materials, obtain internal approvals
• review and disseminate revised documentation and receive relevant approvals from various UBS parties. Communicate changes or events with product sponsors.
• oversee ongoing management of products, including assisting with restructurings and reorganizations, extraordinary events, and other changes to funds on the platform.
• initiate new projects that will enhance the client and/or financial advisor experience
• iinnovate and drive change to the way we service our clients and advisors.

Job Reference #

340398BR

City

New York

Job Type

Full Time

The team

Unified Global Alternatives (UGA) brings together our leading alternatives manager selection franchises from Asset Management and Global Wealth Management, to create a top 5 global alternatives LP with over $300bn in invested assets. In the US, UGA provides alternative investment solutions for high net worth clients of UBS Wealth Management US. The platform consists of third party products and proprietary funds including hedge funds, private equity, real estate and managed futures products. Products can range from privately placed offerings to registered public offerings.

The US Structuring team is responsible for product development and structuring of products on the Alternative Investment Platform offered to clients of UBS Wealth Management Americas. The team is responsible for structuring and launching innovative alternative investment products, working on projects that create a positive impact to the firm’s financial advisors and clients including education, marketing, structuring, risk and compliance and any other projects that relate to the alternative investment platform, as well as ongoing management of such products.

Your skills and experience

• ideally 8+ years of experience in alternative investments, high net worth clients and/or wealth management, preferably on another broker dealer/bank platform
• excellent verbal and written skills; an ability to present complex ideas and key messages effectively and in simple terms to others; high attention to detail and solid analytical skills
• team player who shows commitment and dedication, and can maintain both a positive attitude and high level of performance on high demand & time-sensitive initiatives
• excellent project management skills and ability to work with many different groups at UBS to get a product approved, obtain advice or buy-in on solutions
• ability to understand processes and be able to map out requirements and end-to-end assessments with the end goal of identifying gaps
• multi-task and juggle multiple projects at once, but stay on top of all initiatives so as to deliver on time and in set scope
• ability to understand complicated concepts and determine key risk items and disclose in clear and concise ways to our Financial Advisors and clients.
• 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.

About us

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.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary Summary Posted to Talent Gateway

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 170000 - max USD 225000 /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. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy Statements

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.