Portfolio Associate

United States - Tennessee

Business management, administration and support

Global Wealth Management

Job Reference #

335493BR

City

Nashville

Job Type

Full Time

Your role

Are you skilled at turning market and portfolio data into clear, actionable recommendations? Do you enjoy executing trades, improving portfolio positioning, and ensuring every client meeting is backed by clean, accurate analytics?

We’re looking for a Portfolio Associate to:

prepare client reports and meeting materials, refreshing day-of as needed
recommend trades and asset allocation updates in advance of client meetings and implement trades once reviewed
execute investment and trading activity across portfolios, including support for alternative investments and structured products and required transaction paperwork (as applicable)
analyze and interpret portfolio performance and provide recommendations for change in partnership with the Financial Advisor and Investment Committee
perform business analytics and due diligence support to sustain the growth of the business

Your team

You’ll be working as part of Parham | Deidiker Family Wealth Advisors, based in Nashville, TN, within Wealth Management Americas. Our team supports ultra-high net worth individuals and families through comprehensive planning and disciplined portfolio management. As a Portfolio Associate, you’ll play a key role in meeting preparation, investment execution and trading, and ongoing portfolio and risk management support for the team.

Role purpose
A Portfolio Associate supports the team by preparing investment analysis, executing portfolio and trading activity, and partnering with the Investment Committee and Financial Advisors to implement disciplined, client-aligned portfolio recommendations.

Your expertise

Meeting prep, financial planning support, and coordination on insurance, annuities, and alternatives.

Business development

Participate in client and prospect events.

Service / Support and Account Set Up and Maintenance

Review service cases and process multiple times per week.
Review daily branch reports and alerts and process accordingly.
MTP set up and assistance/monitoring; input into FGA.
Provide Addepar information monthly.
Investment consulting support.
Lead team meeting rotation.

Appointment preparation and conducting

Prepare client reports and analysis for all client meetings; refresh all reports day-of as necessary.
Recommend trades and asset allocation updates for all tiers in advance of meetings.
Identify opportunities to move from brokerage and PMP to Access/HouseView and other more turnkey strategies.
Execute trades and update the asset allocation in meeting agendas, etc., after review.
Own follow-up recap, tasks, and actions following designated client meetings.
Take meeting notes as necessary.

Trading

Serve as backup trading support to the senior trader.
Input orders as part of meeting prep and meeting follow-up.
Handle paperwork and trading processes for annuities, insurance, and 529 activity as needed.
Double-check that all capital calls are funded and have gone out properly.

Portfolio management & planning

Conduct regular asset allocation reviews and make recommendations per schedule and as needed; rebalance after CIO review.
Create and maintain client groups on balance sheet and 360 views.
Make asset allocation recommendations as part of meeting prep and implement trades once reviewed.
Perform insurance and annuity analysis.
Mitigate and reduce investment and accounts violations.
Prepare quarterly statement recaps in partnership with the trading team and deliver to CIO.
Assist in preparing tax summaries.
Own alternative investment client workflow from CLRF to investment execution, tracking calls/distributions, and tax reporting.
Input data into financial planning tools and call out observations and recommendations.
Support institutional consulting needs and coordination.
Support portfolio management with due diligence evaluations on current and potential investments for the investment committee.
Perform business analytics to support growth of the business (business planning, identifying client opportunities, etc.).

Key deliverables

Client meeting materials: accurate, timely reports, analysis, and agendas refreshed as needed
Trade implementation: clean execution aligned with approved asset allocation updates and client constraints
Portfolio monitoring: asset allocation reviews, violation mitigation, statement recaps, and capital call oversight
Due diligence and analytics: investment committee support and business analytics to identify client opportunities

Your expertise

FINRA registration and licensing as required for the role (e.g., Series 7 and 66)
Insurance Licensure is a plus
Experience in portfolio analytics, trading and execution, and client meeting preparation in a wealth management environment
Strong attention to detail and comfort working across multiple accounts, models, and operational workflows
Excellent communicator with strong interpersonal skills and a collaborative mindset
Analytical and logical problem-solver with strong Excel and portfolio reporting proficiency

Required behavior competencies

Client and Service Focused
Detail Oriented
Professional Demeanor
Teamwork and Collaboration
High Level of Personal Integrity

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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.

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