UBS Financial Services Portfolio Manager in Hartford, Connecticut
Do you have a strong investment focus? Is the client your number one priority? We’re looking for someone like that who can:
•\tManage transactions activity for the TPF (which may include acquisitions, dispositions, asset management and financing activities) to ensure these activities are in line with the Fund's strategies and objectives.
•\tReview and approve, per delegation of authority, various leasing and capital recommendations as proposed by asset management.
•\tManage TPF operating and capital expenditures prudently to provide the highest rate of return on property level expenditures over the property investment horizon.
•\tSupport Client & Portfolio Services by making and/or participating in updates and marketing presentations to existing/prospective clients and consultants.
•\tIdentify operational and valuation risk elements in the TPF portfolio and formulate/execute plans to mitigate those risks.
•\tSupport asset management and other internal teams as they work to achieve the best operational results for the properties in TPF.
•\tKeep abreast of industry developments including investment best practices, technology changes and debt market opportunities related to RE investment, etc.
•\tDevelop and maintain productive relationships with internal teams (e.g. asset management, portfolio & client services, acquisitions, dispositions, accounting, legal, research, and valuations) as well as external parties (e.g. consultants, industry associations, etc.)
•\tParticipate in identification and implementation of forecasting software.
•\tIdentify and enhance benchmarking standards for evaluation of portfolio achievements/ deficits.
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.
You'll be a member of the Trumbull Property Fund Portfolio Management team based in Hartford.
Your experience and skills:
•\t10-15 years of experience in real estate industry with direct experience in asset management, acquisitions or dispositions, preferably across diverse asset classes and markets.
•\tStrong oral presentation and written communication skills.
•\tStrong analytical and problem solving skills.
•\tDemonstrated ability to work collaboratively with internal and external stakeholders to achieve results. Support and promote the\" team\" concept.
•\tDemonstrated commitment to fiduciary responsibility.
•\tAbility/ willingness to travel as needed for client/consultant presentations and transactions related site visits.
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Job Reference #: 173851BR
Business Divisions: Asset Management
Title: Portfolio Manager
Job Type: Full Time
Country / State: United States - Connecticut
Function Category: Management and Business Support, Portfolio and fund management