Jackie Bauer, Cfa
About Jackie Bauer, Cfa
Jackie Bauer is the Head of Retirement & Public Policy Research at UBS Chief Investment Office and holds the title of Director. With extensive experience in economics and pension systems, Bauer has worked at UBS in various roles since 2014 and is currently pursuing a PhD in political economy.
Current Role at UBS
Jackie Bauer serves as the Head of Retirement & Public Policy Research at UBS Chief Investment Office, holding the title of Director. In this position, which she has occupied since 2020, she is responsible for conducting research related to retirement planning and pension systems. Her work focuses on the intersection of pension and healthcare systems, contributing to the strategic direction of UBS in these areas.
Previous Experience at UBS
Prior to her current role, Jackie Bauer held several positions at UBS. She worked as an Economist & Pension Expert from 2017 to 2020, and as a Cross-Asset Strategist from 2015 to 2017. Earlier in her career, she served as a Business Analyst in Wealth Management and completed various graduate trainee programs. Her extensive experience at UBS spans over eight years, during which she developed strong analytical and communication skills.
Education and Expertise
Jackie Bauer holds multiple degrees, including a Master of Arts in Management and Economics from the University of Zurich, where she studied from 2011 to 2014. She is currently pursuing a Doctor of Philosophy in Political Economy at the University of Lucerne, expected to complete in 2024. Additionally, she holds a CFA charter, underscoring her expertise in finance and investment. Her academic background also includes studies in International Business at Victoria University and California State University-Sacramento.
Research and Speaking Engagements
Jackie Bauer focuses her research on the intersection of pension and healthcare systems, contributing to the body of knowledge in these critical areas. She is recognized for her communication skills, making regular appearances as both an internal and external speaker. Her ability to convey complex information clearly has been a significant asset throughout her career.
Internship and Early Career
Before her extensive career at UBS, Jackie Bauer gained experience through internships, including a role at Credit Suisse in Private Banking Equity Research in 2012. She also worked as a Research Assistant at the University of Zurich's Center for Microfinance from 2012 to 2013. These early experiences laid the foundation for her subsequent roles in finance and research.