Dewone Hobbs
About Dewone Hobbs
Dewone Hobbs is an Associate Portfolio Generator and Non-IT Operations Analyst at UBS, where he has worked since 2017. He holds a Bachelor's degree in Finance from Southern Illinois University, Carbondale, and has prior experience in research and account representation.
Work at UBS
Dewone Hobbs has been employed at UBS as an Associate Portfolio Generator - Non-IT Operations Analyst since 2017. In this role, he is responsible for portfolio model creation, trading, and client service within UBS Global Asset Management. His duties include executing equity order generation and model maintenance for over 100 accounts and 50 portfolio models. He also monitors market exposure and cash levels in US equity trading portfolios, performing daily cash reconciliation. Additionally, he manages new names added to equity models in collaboration with equity analysts and oversees the review and update of equity portfolios against portfolio models daily.
Education and Expertise
Dewone Hobbs studied at Southern Illinois University, Carbondale, where he earned a Bachelor's degree in Finance from 2010 to 2015. He also attended East-West University, focusing on Accounting and Business/Management from 2008 to 2009. His educational background provides a foundation for his expertise in portfolio management and financial analysis, which he applies in his current role at UBS.
Previous Work Experience
Before joining UBS, Dewone Hobbs held several positions that contributed to his professional development. He worked as a Research Associate at Madison Street Capital for 10 months in 2016, where he gained experience in financial research. He also served as an Account Representative at 3D Marketing Concepts for one month in 2015. Additionally, he worked at Starcom as a Technology and Operations Solutions Associate for Bank of America Media from 2016 to 2017, where he further developed his operational skills.
Portfolio Management Responsibilities
In his current position at UBS, Dewone Hobbs plays a critical role in portfolio management. He creates customized trading models and maintains market exposure through futures contracts or ETFs. His responsibilities include identifying, managing, and escalating risk situations while adhering to established procedures. He also updates and creates internal documents to integrate worldwide order generation procedures for UBS, ensuring compliance and operational efficiency.
Risk Management and Compliance
Dewone Hobbs is actively involved in risk management and compliance within his role at UBS. He reviews and updates equity portfolios against portfolio models daily, focusing on portfolio-specific risks. He runs and signs off on Longview Order Generation for US equity trading portfolios, which includes managing portfolio model changes and rebalancing. His work ensures adherence to procedures designed to control risks associated with portfolio management.