Portfolio Management Oversight Senior Specialist

UBS; Kraków; On-site; PLN 240,000 - 420,000; Full time

Job summary

UBS Kraków seeks an experienced professional to join the Portfolio Management Oversight team. You will own oversight of delegated asset managers, manage governance agreements and monitor regulatory compliance across a multinational backdrop.

You will collaborate with teams in Luxembourg, Switzerland and other partners, delivering high-quality oversight with strong attention to detail and an ownership mindset.

Qualifications

• 5–10 years of experience within Asset Management, Fund Compliance, Risk Management or a Management Company environment.
• Strong expertise in investment restrictions monitoring, fund governance and related documentation.
• Excellent analytical, problem-solving and communication skills; attention to detail.

Responsibilities

• Take end-to-end ownership of a portfolio of delegated asset managers and oversee their activities for the Management Company.
• Manage Asset Management Delegation Agreements and related fund documentation, including amendments and updates.
• Investigate and assess investment restriction breaches; escalate and resolve with delegated managers.
• Oversee derivatives usage and regulatory requirements, including FinFrag obligations.
• Act as SME for ad hoc oversight, governance and regulatory queries.
• Contribute to due diligence reviews and ongoing monitoring of delegated managers.
• Support regulatory change initiatives, product launches and business transformation projects.
• Identify opportunities to improve oversight frameworks and operational efficiency.

Skills

Asset Management

Fund Compliance

Risk Management

Regulatory framework

Analytical skills

Communication skills

English fluent

Job description

Job Type

Full Time

Job Reference #

345001BR

City

Kraków

Key Responsibilities

Join UBS Asset Management and become part of a highly specialized oversight function within our Management Company. In this role, you will act as a dedicated oversight partner for a portfolio of delegated asset managers, taking end-to-end ownership of their oversight activities and serving as a key point of contact for internal and external stakeholders.

Your responsibilities will include, but are not limited to:

• Taking end to end ownership of a portfolio of delegated asset managers and overseeing their activities on behalf of the Management Company
• Managing and maintaining Asset Management Delegation Agreements and related fund documentation, including amendments, renewals and regulatory-driven updates
• Investigating and assessing investment restriction breaches, ensuring timely escalation, challenge and resolution with delegated portfolio managers
• Performing oversight activities related to derivatives usage and regulatory requirements, including FinFrag obligations
• Acting as a subject matter expert for ad hoc oversight, governance and regulatory queries
• Contributing to due diligence reviews and ongoing monitoring of delegated portfolio managers
• Supporting regulatory change initiatives, product launches and business transformation projects
• Identifying opportunities to enhance oversight frameworks, controls and operational efficiency and process improvements

The team

You will be part of the Portfolio Management Oversight team, working closely with experienced professionals dedicated to supporting the Management Company’s oversight activities. The team collaborates with colleagues across multiple jurisdictions, including Luxembourg, Switzerland and partners with various internal and external stakeholders. You will report directly to a local Team Lead and contribute to a dynamic, international environment focused on continuous improvement, regulatory compliance, and high standards of service quality.

Your Skills And Experience

We are looking for individuals who bring strong technical expertise, intellectual curiosity and a proactive approach to problem-solving.

You should have:

• 5-10 years of experience within Asset Management, Fund Compliance, Risk Management or a Management Company environment
• Strong expertise in investment restrictions monitoring, fund oversight, fund governance, Asset Management Delegation Agreements and/or investment fund documentation, or derivatives products, supported by a solid understanding of the applicable regulatory framework
• Excellent analytical, problem-solving and communication skills, combined with strong attention to detail
• Ability to manage multiple priorities, build effective stakeholder relationships and operate confidently in a dynamic international environment
• Strong sense of ownership, accountability and independent judgement, with the confidence to challenge stakeholders constructively and drive topics to resolution
• Self-starter mindset, with a natural curiosity and the ability to independently research, navigate complex topics and find practical solutions when faced with unfamiliar challenges
• Fluent in English, both written and spoken; additional language skills would be an asset
• You’re curious to explore how AI can improve how we build, deliver and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standard and ethical use.

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]