Temat tygodnia
Zobacz, co decyduje o tym, że jedni dostają awans, a inni nie.
Trwa ładowanie. Prosimy o chwilę cierpliwości.
Data aktualizacji: 2019-05-14
Kraków, małopolskie
Bankowość, Analiza
angielski, francuski, niemiecki
Data aktualizacji: 2019-05-14 Aplikuj
Investment Guideline Monitoring Analyst

Investment Guideline Monitoring Analyst



Asset Management

Job Reference #




Job Type

Full Time


Your role

Do you have sharp analytic skills? Are you a stickler for getting things right? We are looking for Investment Guideline Monitoring Analyst to:
- monitor and control Portfolio Managers` investment decisions
- perform detailed analysis of client investment management agreements and seeking clarification of guidelines from the business where necessary
- attach/test rules to coded account and document/update of knowledge repositories and workflow tools that form part of the process chain
- liaise with front office personnel e.g. Client Relationship Managers, Portfolio Managers and Traders


Your team

You’ll be working in the Investment Guideline Monitoring team in Eximius Business Park, Zabierzow. Our role is to support the EMEA, America and APAC regions and to provide accurate investigation of potential breaches, investments that are not in line with the signed contract. Key objective of the role is to be very precise and consecutive in reading and interpreting the contracts.


Your expertise

- at least 2 years experience in financial environment
- an understanding of financial instruments and their attributes
- a graduate of finance, banking, economics, accountancy, law
- very good in English both spoken and written
- very good Excel skills
- analytical and detail-oriented approach and the ability to provide practical solutions, able to work across teams and functions
- motivated, self-directed and driven
- knowledge of German, French would be an additional asset


About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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."