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Gold Wealth Management Group Intern - UBS Financial Services Inc.

UBS
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Looking for a student interested in learning more about the financial services industry. Student should be willing to speak in public and on the phone with high level executives and high net worth individuals. Must be organized, proficient with Microsoft office applications (word, excel, power point).


Financial Planning
  • Use FGA software/ work w UBS wealth planning analyst to complete 3 plans 
  • Understand plan output and presentation. Work with SWS Tom Duggan and SVP Steve Gold to understand plan output.
 Morningstar Analysis
  • Use Morningstar to review models from team/ and prospective client holdings
  • Review Performance, Expenses, manager experience, consistency, alpha and beta vs benchmarks, deep understanding of portfolio composition
 Portfolio Reporting and Analytics
  • Run customized monthly /qtrly reports based on client preferences.
  • Get a deep understanding working with SVP Steve Gold and SWS Tom Duggan of the variances of risk, volatility, and performance. How we customize a portfolio based on client objectives such as maximizing income, managing risk, outperforming a benchmark.
 Client reviews
  • Prepare institutional quality client reviews
  • Custom tailored
 Pitch book: prospective clients
  • Prepare pitch books
  • Client recommended asset allocations
  • Income projections for retired or retiring clients-FGA
  • Research on current holdings
  • Research on fee comparison
 Alternative Investments
  • Private Equity and Hedge Funds
  • Work with Head of Alt investing for SE Scott Martino.
  • Listen to calls with Tom Duggan of new private equity offerings on the UBS platform that might fit for our clients.
  • If appropriate send out details to clients on deals.
 Structured Notes
  • Maintain and Update structured note list
  • Work with Chuck Redding, head of structured notes and Tom Duggan.
 Bond List
  •  Maintain and update bond list.
  •  Work with NJ bond desk Anthony Liotti and team to find appropriate recommendations for client portfolios to fill in bond ladders to meet goals and tax objectives.
 Research investments and people
  • Use resources available on internet and UBS system to gain as much info as needed to make good investment decisions 
  •  Speak to analysts and equity desk