Mutual Fund Product Specialist

3+ years of experience in financial services industry
working knowledge of mutual funds and money market funds or related experience in investment product management
intermediate / advanced Excel and Powerpoint skills
strong project management, communication and writing skills
bachelor’s degree required

operate as a mutual fund and money market fund trading and product subject matter expert for the Advisory Sales Desk and Program teams, the Service Group, CIO, Advanced Planning, and other UBS teams as needed
work closely with internal partners, fund companies, and the field to resolve trading issues, address operational challenges, and maintain eligibility files
support the 450+ mutual fund providers and collaborate with Legal to streamline the creation, negotiation, execution, compliance, storage, and renewals of our mutual fund contracts
develop and maintain the mutual fund marketing, disclosure, training, and educational materials designed to support the mutual and money fund businesses, including internal and public website content
identify opportunities to promote product awareness among FAs/clients and explore new product offerings in collaboration with fund partners
create key partnerships throughout the firm to cultivate an extensive knowledge of platforms and product offerings (both traditional and non-traditional)
monitor legislative and regulatory developments and industry practices affecting products, including interfacing with Public Policy Office and respective SIFMA committees and analyze changes for proper implementation at UBS