Investment Fund Administration Oversight Senior Expert

Requisition Number

315584BR

Your role

Would you like to gain more experience in the investment fund industry? Do you have an audit and risk mindset? We’re looking for an Investment Fund Administration Oversight Senior Expert in Poland to:

• support the ManCo teams predominantly in areas related to Fund administration and Transfer Agent oversight activities

• perform regular independent controls on Fund administration and Transfer Agent processes

• assess and mitigate operational risks associated with Fund administration and Transfer Agent activities.

• execute diverse administrative tasks for all three UBS Management Companies in Europe

• maintain and continuously improve procedures

• support regulatory change management activities

Function Category

Fund Services

Business Divisions

Asset Management

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You will be working in the ManCo Delivery Team in UBS’s Business Solution Center in Krakow, Poland. The Team is responsible for delivering investment fund-related services to the three European Management Companies located in Luxembourg, Switzerland and Ireland. You will report directly to a local Team head and work closely with your colleagues, other teams within UBS and different external stakeholders.

UBS Business Solutions Poland Sp. z o.o. serves UBS entities throughout Europe with over 6700 talented individuals. We proudly deliver full portfolio of highest quality services, keeping UBS competitive and realizing our company’s strategic goals. Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• 5+ years of experience in the fund administration/custody area.

• a relevant academic background, such as a degree in finance, economics, business administration, or a related field.

• sound knowledge of the fund administration and Transfer Agent processes.

• ability to resolve and respond to complex queries in a timely manner with a careful and exact approach to allocated tasks

• good MS Excel skills

• keen attention to detail and a proactive approach to identifying and addressing potential issues.

• very good written and spoken English (knowledge of German or French will be an asset)

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.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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