Senior Portfolio Oversight & Governance 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

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.