Portfolio Launch & Implementation Specialist

UBS; Kraków; On-site; PLN 120,000 - 180,000; Full time

Job summary

UBS Kraków is seeking a Portfolio Implementation Specialist to support portfolio management activities, improve processes, and ensure timely implementation of investment decisions. You will review fund positions, coordinate with Portfolio Managers and Traders, and contribute to lifecycle events across asset classes.

Located in Kraków, this role requires analytical focus, attention to detail, and comfort working with multiple systems to drive efficiency and risk-managed execution.

Qualifications

• Organized and focused with the ability to work accurately under pressure.
• At least 2 years' experience in an Asset Management front office or portfolio management supportive role.
• Strong understanding of asset management workflows (front-, middle-, back-office).
• Comfortable with multiple systems and keen to leverage technology to improve efficiency.
• Strong analytical and technical skills, including Python and data modelling.
• Fast learner with interest in global markets.
• Ability to meet tight deadlines with meticulous attention to detail and a hands-on approach.

Responsibilities

• Manage accounts following portfolio management strategies, implementing decisions timely and accurately.
• Ensure adherence to internal, client, and regulatory guidelines.
• Review fund cash and positions, ensuring data quality across systems.
• Support new portfolio launches, transitions, and lifecycle events.
• Coordinate with Portfolio Managers, Traders and internal Asset Management teams.
• Initiate and drive ongoing process improvements across Investments lifecycle, including ad-hoc projects.

Skills

Portfolio management support

Process improvement

Analytical skills

Python

Data modelling

Risk management

Team collaboration

Job description

UBS Kraków is seeking a Portfolio Implementation Specialist to support portfolio management activities, improve processes, and ensure timely implementation of investment decisions. You will review fund positions, coordinate with Portfolio Managers and Traders, and contribute to lifecycle events across asset classes.

Located in Kraków, this role requires analytical focus, attention to detail, and comfort working with multiple systems to drive efficiency and risk-managed execution.