Portfolio Management Oversight - Senior Specialist

Description

Typy zatrudnienia: - FULL_TIME

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

About us

• UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

• We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Your team

• You will be part of the Portfolio Management Oversight team, working closely with experienced professionals dedicated to supporting the Management Company’s oversight activities. The team collaborates with colleagues across multiple jurisdictions, including Luxembourg, Switzerland and partners with various internal and external stakeholders. You will report directly to a local Team Lead and contribute to a dynamic, international environment focused on continuous improvement, regulatory compliance, and high standards of service quality.

Contact Details

• UBS Asset Management (Europe) S.A. Oddział w Polsce

• UBS Recruiting

Your expertise

• 5–7 years of experience in the investment fund industry, ideally within fund compliance, oversight, or a management company environment

• Strong knowledge investment fund documentation including regulatory framework

• Excellent analytical, problem-solving, and communication skills, with a keen attention to detail

• Ability to work independently and collaboratively, managing multiple priorities and stakeholders

• Fluent in English. Other languages, especially German - will be an asset.

• Positive, proactive attitude and adaptability to changing business needs

Your role

• As an Senior Specialist in the Portfolio Management Oversight team, you will support the Management Company in a variety of activities that could include, but are not limited to:

• Assisting with the management and review of the Fund Contracts, Asset Manager Delegation Agreements

• Supporting the monitoring of investment restrictions

• Collaborating with internal and external stakeholders across different jurisdictions

• Contributing to regulatory and compliance projects

• Participating in the ongoing improvement of oversight processes

• Overseeing and monitoring Portfolio Managers and their related activities (i.e. Due Diligence process)

• Assisting with the implementation of regulatory changes and new business initiatives

Your Career Comeback

• We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

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