Product Structuring Specialist

UBS; Zürich; Vor Ort; CHF 120.000 - 170.000; Vollzeit

Zusammenfassung

UBS is seeking a Product Structuring Specialist in Zürich to help shape UBS Asset Management’s direct Alternative product offering, with emphasis on direct real estate and private markets. You will lead development, governance and launch activities while collaborating across investment, distribution and control teams location-wide.

You will conduct market research, drive new product ideas, and manage the product lifecycle to maintain a competitive shelf of offerings, partnering with legal, tax,

Qualifikationen

• Experience in the financial sector with focus on real estate investment products (open-ended, closed-ended, evergreen, structured funds).
• Knowledge of global alternative investment structures and real estate landscape.
• Bachelor’s/master’s degree in finance, accounting, or related field and/or legal background.
• Experience with fund formation and regulatory aspects of fund structuring.
• Fluent in German and English (mandatory).
• CFA/CAIA charter desirable but not mandatory.

Aufgaben

• Innovate and evolve direct Alternative products offering, focusing on direct real estate across global markets.
• Drive and participate in generation of new product ideas.
• Manage product development lifecycle to maintain a competitive product shelf.
• Lead product development activities including design, governance, and launch.
• Conduct market research to identify opportunities and prepare strategic recommendations.
• Contribute to product roadmap and pipeline of future initiatives.
• Collaborate with Client Coverage, Distribution and Investment teams to tailor solutions.
• Work with legal, tax, compliance, risk, and operations to assess solutions.
• Oversee market and product performance to identify opportunities and challenges.
• Work with fund boards to implement governance procedures.

Kenntnisse

Real estate investment products

Alternative investment structures

German and English

CFA/CAIA

Self-starter

Collaborative

Excel

PowerPoint

Project management

AI for workflows

Stakeholder communication

Ausbildung

Finance/Accounting/Legal

Tools

Excel

PowerPoint

Jobbeschreibung

Key Responsibilities

Are you interested to create innovative solutions, managing alternative investment products, and working in a dynamic asset management environment? Do you have expertise in private markets and a track record of product development and product management? Would you like to help us strategically develop UBS Asset Management’s direct Alternative product offering for our clients?

Job Type

Full Time

Job Reference #

341959BR

City

Zürich

Key Responsibilities

Are you interested to create innovative solutions, managing alternative investment products, and working in a dynamic asset management environment? Do you have expertise in private markets and a track record of product development and product management? Would you like to help us strategically develop UBS Asset Management’s direct Alternative product offering for our clients?

We’re looking for a Product Structuring Specialist to:

• help innovate and evolve our direct Alternative products offering, with a focus on direct real estate, across global markets
• help drive and participate in the generation of new product ideas
• participate in and manage the product development aspect of an evolving direct Real Estate/Private Markets offering
• efficiently manage product lifecycle to ensure a competitive product shelf
• lead product development activities including the design, product governance and implementation through launch
• conduct market research to identify new product opportunities and prepare strategic product and structuring recommendations
• take an active role for the product roadmap and pipeline of future initiatives
• collaborate closely with Client Coverage Distribution and Investment teams to help formulate the right solution for clients across different markets
• work with legal, tax, compliance, risk, and operations teams to assess suitable and efficient product solutions
• oversee the market and product performance to identify opportunities and challenges, ensuring a robust and coherent product shelf
• work with fund boards to implement strong and robust fund governance procedures.

The team

You will be part of the Alternative Product Structuring team, based in Zurich, which is part of the Structuring & Client Platform function within UBS Asset Management’s Client Coverage organisation. Structuring & Client Platform plays a central role in shaping and managing UBS Asset Management’s comprehensive product shelf, which includes both traditional and alternative investment solutions. We collaborate closely with colleagues across investment, distribution, and control and risk functions to deliver innovative products that meet the evolving needs of our clients worldwide. Joining us means working in a dynamic environment where your ideas and expertise will help ensure a competitive and robust product offering.

Your Skills And Experience

• experience in the financial sector, with a focus on real estate investment products (including open-ended, closed-ended, evergreen and structured funds)
• knowledge of global alternative investment structures and the real estate competitive landscape is preferable
• Bachelor’s/master’s degree in finance, accounting or related field and/or legal background
• experience with fund formation, and familiarity with legal, tax and regulatory aspects of fund structuring
• fluent in German and English (mandatory)
• CFA/ CAIA charter holder desirable but not mandatory
• deep interest in the Alternatives ecosystem, market trends, and innovations within Alternatives asset management
• proactive self-starter with strong attention to detail
• collaborative mindset with the ability to complete tasks independently
• ability to communicate effectively with diverse stakeholders
• proficiency with Excel, PowerPoint with data management and analysis skills
• strong project management skills and an execution focused mindset
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

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.

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.

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.