Job Reference #

316987 BR

City

Kraków, Wroclaw

Job Type

Full Time

Your role

Are you ready to join a very young and dynamic team with diversified skills and knowledge which are complementary to each other?
Are you eager to apply your talent and expertise to new business challenges and make the difference in a fast growing environment?
If yes, then we are looking for you.

We’re looking for a Portfolio Management Oversight Specialist in Poland to:

• support the Man Co teams, predominantly in area related to portfolio management,
• oversee and monitor portfolio managers, and activities related to this function,
• execute diverse tasks for all three UBS Management Companies in Europe, including, but not limited to: investment restrictions, ESG controls, service review meetings, risk report production, and others
• participate in various projects, related to the PMO activities

Your team

You’ll be working in the Portfolio Management Oversight team, with an investment restriction focus. The team is part of UBS’s Business Solution Center in Krakow, Poland. The mission of our team is extremely diversified, ranging from investment breach monitoring, reviewing risk indicators, producing risk reports, discussing service quality provided by our delegated function during service review meetings, and on-boarding of newly appointed Portfolio Managers. The Team cooperates with the three European Management Companies located in Luxembourg, Switzerland and Ireland. You will report directly to a local Team head and work closely with your colleagues, other teams within UBS, and the external stakeholders.


UBS Business Solutions Poland Sp. z o.o. serves UBS entities throughout Europe with few thousands talented individuals. We proudly deliver full portfolio of highest quality services, keeping UBS competitive and realizing our company’s strategic goals. Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• 5-7 years of experience working in an investment fund industry (fund compliance environment/management company) and have well established knowledge of oversight obligations
• proven experience of working on UCITS/Alternative Investment Funds, preferably in a funds oversight capacity
• strong analytical, problem-solving and synthesizing skills (think outside the box)
• a passion for efficient and professional delivery of pragmatic and practicable solutions
• reliable when working independently, with sound judgment for when to escalate issues
• quickly adaptable to changing market situations, technology and business needs (you’re smart and flexible)
• comfortable working independently, as well as in a team-oriented, collaborative environment
• a strong communicator, comfortable interacting with colleagues and counterparts at all levels
• fluent in English. French and German would be an advantage.

#LI-Hybrid

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.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.

Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com