Fund Reporting & Data Analyst (ESG)

UBS; Wrocław; On-site; PLN 120,000 - 180,000; Part time

Job summary

UBS Group Operations Fund Reporting & Data team in Wrocław/Kraków is seeking a proactive professional to validate and render fund reports, including factsheets and client reports. The role involves managing data tasks, translations, and quality issues, while supporting change initiatives and testing to enhance reporting services.

You will collaborate with internal and external stakeholders, ensuring timely, accurate outputs and continuous process improvements in a dynamic environment.

Qualifications

• University degree in business, finance, economics or related field.
• Knowledge of fund reporting processes and tools.
• Strong data skills with Excel, VBA, SQL, Python.
• Fluency in English, risk management capability.

Responsibilities

• Validate, render, and distribute fund reports and marketing materials.
• Manage reporting data tasks and data quality.
• Contribute to business change and enhanced reporting services.
• Handle stakeholder requests with high quality and timeliness.
• Build relationships with internal and external stakeholders.
• Identify inconsistencies and drive resolutions.

Skills

Excel

VBA

SQL

Python

English fluency

Risk management

Asset management experience

Education

University degree

Job description

UBS Group Operations Fund Reporting & Data team in Wrocław/Kraków is seeking a proactive professional to validate and render fund reports, including factsheets and client reports. The role involves managing data tasks, translations, and quality issues, while supporting change initiatives and testing to enhance reporting services.

You will collaborate with internal and external stakeholders, ensuring timely, accurate outputs and continuous process improvements in a dynamic environment.