Portfolio Implementation Specialist (m|f|x) Krakow

Based in Poland, you will be part of the Portfolio Engineering & Trading implementation team within Asset Management Investments. You will work closely with local and global investment teams as well as functions across the business, playing a key role throughout the front-to-back investment lifecycle.

You will quickly learn all aspects of the role and use your knowledge to enhance team services and manage risks effectively. As a portfolio engineer, you’ll play an important role in the timely implementation of investment portfolios with exposure to a variety of asset classes, including equities, swaps, futures, FX hedging, and other portfolio construction strategies.
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and specialized investment banking capabilities. Headquartered in Zurich, Switzerland, UBS operates in more than 50 markets around the world.

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 the sum of our parts.

Tasks

Do you thrive in a portfolio manager support role and have good ideas for improving processes?
Are you interested in technology and eager to enhance our platforms?
Are you an analytical, focused, and diligent professional accustomed to working under tight deadlines?
We’re looking for a Portfolio Implementation Specialist to:

• manage accounts that follow portfolio management strategies, implementing Portfolio Manager decisions in a timely and accurate manner
• ensure compliance with internal, client, and regulatory guidelines
• review fund cash and positions, ensuring systems are accurate and overseeing data quality
• support new portfolio launches, transitions, and lifecycle events
• coordinate closely with portfolio managers, traders, and many other internal asset management teams
• Initiate and drive ongoing process improvements throughout the investment lifecycle, including taking ownership of ad hoc projects.

Profile / Your qualification / Your personality

• Organized and focused, with the ability to work accurately under pressure
• At least 2 years of experience in a front-office or portfolio management support role in asset management
• Strong understanding of the asset management industry, including front-, middle-, and back-office workflows (knowledge of investment processes and systems is a plus).
• Comfortable working with multiple systems and eager to leverage technology to improve efficiency and drive innovation.
• Strong analytical and technical skills, including experience with Python and data modeling.
• An eager, responsive, and quick learner with a clear interest in global markets
• Ability to manage tight deadlines in a fast-paced environment with meticulous attention to detail, able to spot discrepancies that others might overlook, and a hands-on approach
• Self-motivated, able to work independently as well as within a culturally diverse team environment, contributing to a positive team atmosphere
• You’re curious to explore how AI can improve the way we build, deliver, and optimize workflows. You do this with sound judgment—validating outputs and ensuring alignment with policies, risk standards, and ethical use.

That awaits you

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, offering new challenges, a supportive team, opportunities for growth, and flexible work options whenever possible. Our inclusive culture brings out the best in our employees, no matter where 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 the sum of our parts.

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Location

Aleja Pokoju 18A, PL-31-564 Kraków