Portfolio Management Oversight Analyst

Job title:

Portfolio Management Oversight Analyst

Company:

UBS

Job description

Business DivisionsAsset ManagementYour roleDo you want to have an impact and be part of our growth story? Are you a skilled multi-tasker when pursuing projects?We’re looking for an Oversight Analyst in Poland to:

• be part of initial due diligence and on-going monitoring on Delegates (Portfolio Managers).
• liaise with Delegates and internal stakeholders to follow-up on status and performance of delegated activities and perform ongoing monitoring on the delegated functions.
• present high-quality due diligence assessment summarizing the related findings on the Delegates (e.g. Portfolio Managers).
• ensure Delegates’ AML/KYC files are up to date and all the information and documents are recorded in the database, perform other AML related tasks.
• perform EMIR control.
• produce senior management reports and fund boards packs.

Function CategoryBusiness management, administration and support, Portfolio and fund managementJoin usAt 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 alwaysContact DetailsUBS Business Solutions SA
UBS RecruitingYour teamYou’ll be working in the Portfolio Management Oversight team. 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

• ideally 3-5 years of experience working in an investment fund industry (fund compliance environment/management company/legal or advisory firm) and have well established knowledge of oversight obligations
• master’s degree in finance or in business law
• collaborative personality and strong communicator, with an organizational mind-set
• proactive and solution-oriented, with good judgment skills
• excellent command of MS Office applications, particularly Excel and PowerPoint
• fluent in English. French and German would be an advantage

About usUBS 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.How we hireWe may request you to complete one or more assessments during the application process.

Expected salary

Location

Kraków, małopolskie – Wrocław, dolnośląskie

Job date

Fri, 16 May 2025 01:36:14 GMT

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