HOLT Portfolio & Quantitative Strategist

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Finance From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

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Weekend work

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Company

Equity

Offered From the posting source checked Jun 20, 2026

Application

Cover letter

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Assessment

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Deadline

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Where they hire

State eligibility is not yet verified.

About this role

HOLT Portfolio & Quantitative Strategist The HOLT Portfolio & Quantitative Strategy Team in New York is looking to add a new member to the team. We're looking for someone who can assist the team to: • Leverage data from the HOLT framework to produce research reports focused on market themes, quantitative strategies, sector and geographic allocation, portfolio positioning, and the benefits of HOLT data. • Conduct client portfolio reviews that analyze the fundamental profile of a client's portfolio relative to a benchmark, helping clients understand the benefits and risks of various portfolio profiles and also discussing individual holdings through the HOLT framework. • Conduct analysis using the HOLT framework to generate industry and company specific insights for clients. This entails building a sound knowledge of both the HOLT framework and the economics of various sectors. • Understand market signals and how they apply to a fundamental and quantitative investment process. • Collaborate with a wide range of teams within UBS (Equity Research, Wealth Management, Global Markets, etc.) to create incremental business.

Read the full description at jobs.ubs.com. FewerJobs shows a preview and links to the original posting.