Job Type Full Time
Job Reference # 344189BR
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 German and 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 Asset Management (Europe) S.A. Oddział w Polsce
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 Poland-Whistleblowing@ubs.com
Portfolio Management Oversight - Senior Specialist with German in Kraków – pracodawca: UBS
UBS to doskonały pracodawca, oferujący program dla prawników w Krakowie i Wrocławiu, który łączy praktyczne doświadczenie z rozwojem umiejętności miękkich oraz specjalistycznym szkoleniem prawnym. Pracując w zespole prawnym, będziesz miał okazję współpracować w międzynarodowym środowisku, co sprzyja nie tylko zawodowemu wzrostowi, ale także budowaniu wartościowych relacji w branży finansowej.
