Investment Proposal Strategist

UBS; Wrocław; On-site; PLN 90,000 - 150,000; Full time

Job summary

UBS Poland is seeking an IPS (Investment Proposal Specialist) in Wroclaw to help respond to detailed client questionnaires and showcase our investment capabilities. You will coordinate RFPs/RFIs/DDQs for prospect and existing clients, ensuring accuracy and timely delivery.

You'll collaborate with client relationship managers, portfolio managers and specialists, maintain the RFP database, and identify digital solutions to improve efficiency and insights.

Qualifications

• Proven experience in responding to client RFIs/RDDs and producing compliant RFPs per brand guidelines.

Responsibilities

• Coordinate and produce accurate, timely RFPs (Requests for Proposal), RFIs, and DDQs for prospect and existing clients.
• Participate in conference calls as a subject matter expert representing investment capabilities.
• Collaborate with client relationship managers, portfolio managers, investment specialists and SMEs to improve RFP answers.
• Ensure the RFP database is kept up-to-date and accurate, and quality improved.
• Assist in identifying and implementing digital solutions.

Skills

English proficiency

French/German

Investment knowledge

Finance degree

CFA candidate

Excel & Power BI

SQL

Python

Attention to detail

Project management

Communication skills

AI interest

Education

Economics/Finance degree

Tools

Power BI

SQL databases

Python

Power Automate

Excel

Job description

UBS Poland is seeking an IPS (Investment Proposal Specialist) in Wroclaw to help respond to detailed client questionnaires and showcase our investment capabilities. You will coordinate RFPs/RFIs/DDQs for prospect and existing clients, ensuring accuracy and timely delivery.

You'll collaborate with client relationship managers, portfolio managers and specialists, maintain the RFP database, and identify digital solutions to improve efficiency and insights.