Investment Specialist

UBS; Krakow am See; Vor Ort; EUR 11.000 - 17.000; Vollzeit

Zusammenfassung

A global asset management firm is seeking an Investment/Content Specialist to join their team in Krakow. You will support the Investments team by managing client needs, responding to inquiries, and overseeing contract administration. Ideal candidates will have a related degree, at least 2 years of experience in portfolio management support, and strong analytical and communication skills. This position offers opportunities for growth within a collaborative environment.

Leistungen

Flexible working options

Opportunities for growth

Supportive team environment

Qualifikationen

• Minimum 2 years of experience in portfolio management support.
• Good understanding of asset management workflows.
• Fluency in English; French or German is beneficial.

Aufgaben

• Support investments team with client needs.
• Assist in RFP processes and contract management.
• Monitor compliance and regulatory standards.

Kenntnisse

Analytical skills

Technical skills including Python

Communication skills

Problem-solving skills

Attention to detail

Ausbildung

University degree in banking, finance, economics, or related field

Tools

Data modelling tools

Jobbeschreibung

Job Reference #

331644BR

City

Kraków, Wroclaw

Job Type

Full Time

Your role

Are you a problem solver, solutions oriented and eager to drive the business forward? Are you a multitasker and focused on making sure things run smoothly across time zones and functions? Do you want to learn about and have a direct impact on the Investments business of a global Asset Manager? We are looking for someone who can work within our Investments team to support existing client needs and help grow our business. We are looking for a specialist to:

• interact with portfolio managers, client coverage and product specialists to provide input into the investment sections for Requests for Proposals (RFPs).
• monitor and sustain an effective, risk-controlled and regulatory-compliant investment environment, including the coordination and creation of tailored contracts, and fund prospectuses for discretionary funds and institutional mandates.
• respond to ad-hoc inquiries about our investment capabilities and product offering.
• administer and oversee the set-up of new client and 3rd party agreements.

Your team

You will join the Investment/Content Specialist team based in Poland as part of the UBS Asset Management Centre of Excellence. The team works closely with local and global Investments teams as well as functions across the business, performing a vital function within the front-to-back investment lifecycle. You will quickly learn all aspects of the role and use your knowledge to enhance team services and manage risks effectively. Diversity helps us grow, together. We are committed to fostering and advancing diversity, equity, and inclusion because it strengthens our business and brings value to our clients.

Your expertise

• University degree (or equivalent) in banking, finance, economics, or a related field.
• minimum 2 years of experience in a portfolio management support or product development role / function in a large organization.
• good understanding of the asset management industry, including front-, middle-, and back-office workflows (knowledge of investment processes and systems is an advantage).
• strong analytical and technical skills, including python and data modelling experience.
• excellent analytical, numerical and communication (verbal and written) skills.
• English language (French / German would also be beneficial).
• CFA certification or progress toward it is a plus, but not a requirement.
• excellent problem-solving skills with a focus on contract preparation and administration.
• ability to manage tight deadlines in a fast-paced environment with meticulous attention to detail and a hands-on approach.

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. 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 [e-mail].