Portfolio Implementation Specialist

UBS; Krakow am See; Vor Ort; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A global wealth management firm in Germany seeks a Portfolio Implementation Specialist to manage accounts and support Portfolio Managers. The role involves implementing decisions, ensuring compliance, and enhancing processes. Candidates should have a university degree in finance or related fields with at least 3 years of experience in portfolio management support. Excellent analytical, communication, and advanced Excel skills are essential. This position offers opportunities for growth and a commitment to diversity and inclusion.

Leistungen

Flexible working options

Qualifikationen

• Minimum 3 years of experience in a portfolio management support or trading support role.
• Strong understanding of front-, middle-, and back-office workflows.
• CFA certification or progress toward it is a plus.

Aufgaben

• Manage accounts that follow portfolio management strategies.
• Implement Portfolio Manager decisions in a timely manner.
• Support new portfolio launches and transitions.

Kenntnisse

Analytical skills

Communication skills

Excel skills

Understanding of asset management

Programming

Ausbildung

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

Jobbeschreibung

Your role

Do you thrive in a portfolio manager support function and have good ideas to improve processes? Do you enjoy working in a global asset management environment? Do you have exceptional attention to detail? We’re looking for a Portfolio Implementation Specialist to:

• Manage accounts that follow portfolio management strategies or models.
• Implement Portfolio Manager decisions in a timely and accurate manner.
• Ensure adherence to internal, client, and regulatory guidelines.
• Review fund positions, cash and currency exposure, ensuring system accuracy, and overseeing data quality.
• Support new portfolio launches, transitions, and lifecycle events.
• Coordinate closely with Portfolio Managers, Traders, and other internal Asset Management teams.
• Initiate and drive ongoing process improvements throughout the Investments lifecycle, including ownership of ad‑hoc projects.

Your team

Our business offers industry‑leading capabilities on a truly global scale. With over $2.0 trillion in invested assets, we are the third‑largest Europe‑based asset manager. You’ll join the Portfolio Implementation Team within Asset Management Investments. Our experienced team has an excellent reputation for delivering fast and accurate implementation of Portfolio Managers’ strategies across a range of active funds and client portfolios. 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 3 years of experience in a portfolio management support or trading support role.
• Strong understanding of the asset management industry, including front‑, middle‑, and back‑office workflows (knowledge of investment processes and systems is an advantage).
• Advanced Excel skills; experience with coding or programming is considered beneficial.
• Excellent analytical, numerical and communication (verbal and written) skills.
• CFA certification or progress toward it is a plus, but not a requirement.
• Comfortable working with multiple systems and keen to leverage technology to improve efficiency and drive innovation.
• Genuine interest in global markets and a broad range of financial instruments.
• Ability to proactively contribute to changes in processes and procedures and to continuous productivity gains.
• 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. Want to find out more? Visit ubs.com/careers.

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].