Product Specialist – HF & PE Lending (Global Wealth Management)

UBS; Wrocław; On-site; PLN 60,000 - 80,000; Full time

Job summary

A leading global wealth manager is looking for a Product Specialist in Wrocław, Poland. This role involves analyzing hedge fund and private equity portfolios, ensuring accurate lending calculations, and supporting internal teams. Candidates should have a higher education degree in Finance or related fields, strong financial literacy, and at least one year of experience in banking. This opportunity promises engagement in a dynamic team focused on structured lending and financial insights.

Benefits

Flexible working options

Supportive team environment

Opportunities to grow

Qualifications

• At least 1 year of experience in banking or financial services.
• Experience working with large datasets.
• Willingness to learn and take initiative.

Responsibilities

• Analyse hedge fund and private equity portfolios for loans.
• Calculate lending values ensuring accuracy.
• Support ad-hoc analyses for senior management.

Skills

Financial literacy

Numerical thinking

Strong organizational skills

Proactive mindset

Confidence in communication

Resilient approach to problem-solving

Fluent English

Education

Higher education degree in Finance or Economics

Tools

Excel

Python

Job description

Your role

Are you financially literate, data-savvy, and eager to grow in a high-impact lending environment? We’re looking for a Product Specialist to join our Hedge Fund & Private Equity Lending team.

• analyse hedge fund and private equity portfolios of UBS clients seeking structured loans,
• calculate lending values using internal tools and methodologies, ensuring accuracy and consistency,
• support ad-hoc analyses and tasks related to the lending business, including requests from senior management,
• collaborate with internal stakeholders such as Credit Risk, Investment Bank, Structuring, Origination, and Client Advisors,
• handle data-heavy tasks with precision, troubleshoot inconsistencies, and maintain high standards of operational risk control,
• communicate confidently across teams and occasionally with external counterparties on reputation-sensitive matters,
• participate in long-term development initiatives across the bank, where you’ll be directly engaged as a subject matter expert (SME).

You’ll have the opportunity to shape internal process design and influence how strategic solutions are built — anything you propose can be implemented with the right effort and ownership. Initially, you’ll be expected to take ownership of foundational tasks quickly and independently, with guidance and review from senior team members. Your ability to learn fast, work autonomously, and understand the business context will be key to your success.

Your team

You’ll be part of the Lifecycle Management team within the Global Lending Unit (GLU), focused on Hedge Fund & Private Equity Structured Lending. Our team operates across locations and supports the Origination and Structuring functions by:

• Delivering reliable data and portfolio insights.
• Managing relationships with Credit Risk and other internal stakeholders.
• Conducting regular monitoring and deep-dives into structured lending products.
• Providing fast, high-quality analysis in complex or urgent scenarios.

What makes this team unique? You’ll be in a middle-office role with direct exposure to front-office dynamics, gaining a rare perspective on structured lending without the pressure of client relationship management. You’ll be trusted to contribute meaningfully from day one, and your work will directly influence lending decisions for sophisticated clients.

Your expertise

• a higher education degree in Finance, Economics, or a related field,
• strong financial literacy and numerical thinking,
• at least 1 year of experience in banking or financial services,
• advanced Excel skills and comfort working with large datasets,
• proactive mindset and strong organisational skills,
• confidence in communicating across teams and with external stakeholders,
• a willingness to learn, take initiative, and work independently,
• a resilient and conscientious approach to problem-solving and process improvement,
• fluent English skills, both written and spoken.

Bonus skills:

• familiarity with Python (used in internal automation scripts),
• interest in alternative investments and structured lending,
• planned/in progress/completed CFA(R) Program (or similar),
• consistently demonstrating integrity, active collaboration and constructive challenge.

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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. 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]