Description

Your role

Are you driven by a commitment to sustainability and impact? Do you excel at analyzing private markets strategies and identifying opportunities that generate positive environmental and social outcomes alongside financial returns?

We are looking for a Sustainable & Impact Investing Specialist to:

• conduct initial and ongoing investment due diligence on sustainability and impact focused private markets strategies across the capital structure, including private equity, private credit, real estate and infrastructure
• evaluate managers' investment processes, track records, attribution, portfolio construction, risk management capabilities, and sustainability/impact frameworks in close collaboration with the GWM Sustainable & Impact Investing team
• source differentiated sustainability and impact investment opportunities tailored to ultra high net worth clients
• partner with internal colleagues to deliver informed advice and recommendations to investment committees, financial advisors, and clients
• develop and present comprehensive written memos for review by the UGA Platform Investment Committee
• maintain rigorous post investment monitoring, including leading update calls and meetings with fund managers, attending annual meetings and onsite visits, preparing annual monitoring reports, and working with the GWM Sustainable & Impact Investing team on impact outcome monitoring
• collaborate with internal UGA teams, including Operational Due Diligence, Product Management, Product Development, Sales, Legal, and Compliance, to support the full investment lifecycle
• foster a collegial team environment that encourages idea sharing, ongoing learning, and cross functional collaboration
• stay current on industry trends, regulatory developments, and market events affecting sustainable and impact investing funds, managers, clients, and the broader ecosystem

Detailed salary information:
• New York: the salary range for this role is $170000 to $220000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

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.

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.

Your team

UBS Asset Management's Unified Global Alternatives (UGA) business manages over USD 300 billion across private markets, real assets, and hedge funds, offering global access to leading managers and differentiated investment opportunities. As we continue to grow our sustainable and impact-focused private markets platform, we are seeking an analyst to lead due diligence, portfolio insights, and idea generation across sustainable and impact strategies.

You'll join the GWM (Global Wealth Management) Alternatives Platform team, a multi-asset-class investment due diligence team responsible for sourcing, evaluating, and approving private markets and hedge fund opportunities for UBS Global Wealth Management clients. Based in New York, you'll collaborate closely with colleagues across the UGA platform, including teams in London and Zurich. Our team sits at the center of UBS's unified alternatives offering, working with top-tier managers and operating in a fast-paced, highly collaborative environment. You will also work hand-in-hand with the GWM Sustainable & Impact Investing team to stay ahead of sustainable and impact investing market trends, maintain market mapping, and deliver solutions to meet the needs of GWM financial advisors and their clients.

Your expertise

• ideally 7+ years of experience in financial markets
• prior experience with investment due diligence for private markets funds
• prior exposure to sustainable and impact investing and familiarity with the universe of relevant funds
• existing network of relationships with alternative asset managers is preferred
• experience working with financial advisors and high net worth clients is preferred
• excellent written, presentation and communication skills; ability to present complex ideas and key messages effectively and in simple terms to others
• strong teamwork and interpersonal skills
• good judgment and discretion working with highly confidential information
• ability to perform well in a fast-paced, dynamic, team environment
• demonstrated ability to analyze and solve problems and to manage multiple tasks
• Undergraduate degree required
• CFA, CPA, and/or CAIA not required but highly favorable
• appropriate securities licenses, including the Series 7 and Series 66, are required or will need to be obtained upon hire

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 information

US Only: The expected salary range for this role is $170000 to $220000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.