Poland

Operations, Portfolio and fund management

Asset Management

Your role

Are you an expert in investment performance calculation and analytics? Do you thrive in dynamic environments and bring a proactive, “let’s do it” attitude? Are you resilient in the face of change and motivated to make an impact while growing into leadership?
We’re looking for someone who can:
• Take ownership of day-to-day activities and service delivery in performance measurement
• Act as a subject matter expert (SME) in performance measurement and attribution
• Contribute to a high-performing team environment, sharing knowledge and supporting collaboration across functions
• Combine strong technical expertise with a mindset and potential to grow into a team leadership role
• Support transitions and projects related to performance systems and process enhancements
• Analyze existing business processes, engage with cross-functional teams to understand business requirements, and contribute to scalable, practical improvements that enhance efficiency and effectiveness

Job Reference #

338825BR

City

Kraków, Wroclaw

Job Type

Full Time

Your team

You’ll be part of the Kraków- and Wrocław-based Investment Performance Measurement team within Asset Management. We are responsible for maintaining, calculating, and reporting investment performance results for all institutional mandates and mutual funds globally. The function is part of the Global Performance and Reporting area, and the Team Lead will report directly to the Head of Investment Performance Measurement.

Your expertise

• Strong understanding of operational processes within the asset management and financial services industry
• Advanced knowledge of investment performance evaluation – measurement, attribution, and appraisal – combined with sound analytical skills
• Solid grasp of traditional, derivative, and alternative investment instruments and their functionality
• SimCorp Dimension (SCD) proficiency or operational knowledge is a strong asset
• Understanding of pre- and post-investment processes, including areas such as Investment Accounting, Reporting, and related operational workflows
• Smart interpersonal and communication skills, with a proactive and solution-oriented mindset
• Contribution to project work and systems change initiatives
• Resilience and adaptability in navigating change and driving results
• A university or equivalent diploma in Finance, Economics, or Science; CFA/CIPM a plus

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 Poland-Whistleblowing@ubs.com