Alternative Investments Team Leader

UBS is hiring an Alternative Investments Team Leader in Weehawken, NJ. The role involves driving process improvements, managing front-to-back service delivery for fund relationships, and supporting the Alternative Investments business. Candidates should have over 5 years of relevant experience, particularly in process improvement or alternative investments. UBS offers flexible working arrangements, including hybrid options, promoting collaboration and continuous improvement within the team.
Your role

Are you a collaborative professional with experience driving change in Operations? Do you have a proven track record of process improvement or experience with Alternative Investments products?

UBS is seeking a highly motivated and ambitious individual to join our Alternative Investments department, specifically seeking professionals who can quickly learn processes and add value by implementing best practices in Operations.

Within the Alternative Investments team you will:

• be responsible for front-to-back service delivery and transaction capture for high priority fund relationships
• drive and implement process excellence initiatives, as well as strategic change with the onboarding of third party solutions to automate legacy processes.
• evaluate risk management procedures with a focus on continuous improvement
• provide day to day support of Alternative Investments business, facing off to senior partners for daily issue identification and resolution.

perform mandatory daily functions of:
• event Capture (Capital Calls, Redemptions)
• fee Processing
• transaction Capture
• reconciliation of Ledgers, Events, and Trades
• tracking of Key Events w/ Outreach to Funds on delayed files
• vendor management (Broadridge / iCapital)
• process Improvement

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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

The Alternative Investments Operations team supports the full front-to-back trade, client, and asset lifecycle for Private Equity and Hedge fund products. We work closely with our branch (Financial Advisors) and business partners to support business growth, manage key risk, and provide top-tier service to our Wealth Management clients. The team is currently engaged in a number of strategic efforts to automate the current operating model and to unlock business growth, providing great experience for professionals seeking to make a lasting impact on a great team.

Your expertise

• 5+ years of applicable work experience
• track record of process improvement, project work, or similar experience
• strong experience in either Process Improvement OR Alternative Investments is required. Both is a big plus
• recognize and effectively manage risk
• precisely execute detail oriented tasks
• prioritize multiple issues while delivering within a fast-paced and dynamic environment
• demonstrate outstanding communication and interpersonal skills
• develop a deep understanding of trading processes and the systems used to execute them
• project management experience a plus

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.