Temat tygodnia
Sprawdźcie, jak zostać królem personal brandingu. Część 2.
Trwa ładowanie. Prosimy o chwilę cierpliwości.
Data aktualizacji: 2022-06-17
Kraków, małopolskie
Bankowość, Project Management
angielski, francuski, niemiecki
Data aktualizacji: 2022-06-17 Aplikuj
Portfolio Management Oversight Officer - Management Company Support

Portfolio Management Oversight Officer - Management Company Support


Fund Services

Asset Management

Job Reference #




Job Type

Full Time

Your role

Are you a shrewd evaluator of risk? Do you know how make the right call in challenging situations? We’re looking for someone like that who can:

• ensure and assess appropriate due diligence processes before delegating Portfolio Management (PM) function under the responsibility of the management company to external parties as well as counterparts within the UBS network
• monitor and assess key controls applied to the delegated party (on EMIR, AML/KYC etc.) in an ongoing due diligence process, by identifying and investigating exceptions or new risks occurring within the delegated function
• coordinate and analyze monitoring tools such as quarterly KPIs and annual confirmations
• prepare monthly and quarterly consolidations of findings and reporting to the team leader and conducting officer via monthly reports and presentations
• monitor for potential changes in regulations in order to anticipate impact on the current control framework and implementing the necessary changes within the timeframes prescribed by regulators

You will be allocated responsibilities in overseeing our providers of Portfolio Management services for our UCITS and Alternative Investment Funds and the co-ordination of standard processes within Fund Management Services ("FMS") within the UBS Management Company Structure.

Your team

You will be working in the newly created Business Support team of UBS Fund Management (Luxembourg) S.A. (UBS FML), in UBS’s Business Solution Center in Krakow, Poland.

UBS FML is a company belonging to UBS Asset Management and having the overall responsibility to manage and oversee UBS promoted and third party Luxembourg and Ireland based investment fund structures.

UBS Business Solutions Poland Sp. z o.o. serves UBS entities throughout Europe with over 6700 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.

We are a small team, supporting each other. You will report directly to the team head and work closely with your colleagues and other teams within UBS and different external stakeholders.

Your expertise

• at least 2 years of experience working in an investment firm (asset management environment) and have well established knowledge of oversight obligations
• proven experience of working on UCITS/Alternative Investment Funds, preferably in a funds oversight capacity
• efficient excel skills while experience of PM tools and macro programming (VBA) would be an advantage;
• 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
• have a positive “can do” attitude
• fluent in English; French, German, Italian would be an advantage

About us

UBS is the world’s largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Please submit your application in English.

You are kindly requested to include the following clause in your application: "Wyrażam zgodę na przetwarzanie moich danych osobowych zawartych w ofercie pracy dla potrzeb procesu rekrutacji zgodnie z ustawą z dnia 27.08.1997r. Dz. U. z 2002 r., Nr 101, poz. 923 ze zm."