Product Specialist - Infrastructure and Private Equity

UBS; Krakow am See; Vor Ort; EUR 60.000 - 90.000; Vollzeit

Zusammenfassung

A leading global wealth manager in Germany is seeking an experienced professional to join their Unified Global Alternatives team. The role involves providing service to the Multi-Manager platform, performing financial checks, and collaborating with the Portfolio Management Team. Ideal candidates will have a Bachelor's degree in Finance or equivalent, along with extensive experience in banking or finance. Fluency in English is essential, and German is a plus. The company offers a supportive environment focused on employee growth and inclusion.

Qualifikationen

• 5+ years experience in Banking/Finance and/or Controlling, preferably in Alternative Assets.
• Strong analytical, problem-solving, and synthesizing skills.
• Experience with finance software and IT tools.

Aufgaben

• Provide service to Multi-Manager platform including client and management reports.
• Perform checks of Fair Market Values and reconcile portfolio positions.
• Interact with Portfolio Management Team for support in trade execution.

Kenntnisse

Analytical skills

Problem-solving

Finance software proficiency

Automation/AI implementation

Programming knowledge (Python)

Fluency in English

German language skills

Ausbildung

Bachelor’s Degree in Finance or Controlling

Tools

Microsoft Excel

Jobbeschreibung

Job Reference #

328191BR

City

Kraków, Wroclaw

Job Type

Full Time

Your role

Are you a great innovator? Do you know how to solve problems and increase efficiencies? We’re looking for someone like that who can:

• provide service to our Multi-Manager platform including client and management reports for various Mandates/Products, Cash monitoring/management and Data management;
• perform regular checks of Fair Market Values (FMV's) and reconcile portfolio positions of our Fund of Funds and Mandates with the fund administrators and service providers as well as performing the monthly/quarterly P&I production and control environment, reviewing risk and performance metrics;
• interact with our Portfolio Management Team for support in trade execution and cash management;

Your team

You’ll be working in the Unified Global Alternatives team in Poland. We are part of UBS Asset Management and provide Product and Operational Services as Middle Office in the Alternative Investment area.

Your expertise

• Bachelor’s Degree or equivalent in Finance or Controlling;
• at least 5 years working experience in Banking/Finance and/or Controlling preferably within Alternative Assets;
• strong analytical, problem-solving and synthesizing skills;
• Front-end user experience in finance software, proficiency in Microsoft Office, in particular Excel, and general IT-tools flair;
• experience in implementation of automation / AI solutions;
• programming knowledge (e.g. python) is favored;
• fluent English, German considered a plus;
• accurate, diligent and independent working style;

About us

UBS 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.

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]