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Fund Reporting Lead, Asset Management

UBS

Office

Kraków, Wroclaw, Poland

Full Time

City

Kraków, Wroclaw

Job Type

Full Time

Country / State

Poland

Function Category

Operations

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. 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

Your team

You’ll be working in the UBS Asset Management Fund Reporting & Data team in Wrocław/Kraków, providing top level fund reporting services to our clients.
The team is part of a globally organized UBS Asset Management Performance & Reporting team with presence in Wrocław, Kraków, Zurich, London, Chicago, and Singapore. We work in close conjunction with all areas of Asset Management, including Client Coverage, Marketing, Investments, Products, Technology and IT, as well as many different teams within Operations area.

Your expertise

You have:
• at least 5 years minimum professional experience within Asset Management, Fund Servicing, or related areas, incl. team management
• university degree or certificates preferably in business, finance, economics, mathematics sciences, etc. will be a strong asset
• excellent knowledge of fund reporting business, tools, and processes
• strong technical skills and affinity for working with data (Excel, VBA, SQL, Python, etc.) will be a strong asset
• fluency in English (will be tested during interview process)
• exemplary risk management skills
You are:
• a natural team leader
• challenging perspectives and open for change
• very well organized and capable of working in a dynamic environment
• methodical, concise and accurate, with strong attention to detail
• pro-active, client focused and deadline-oriented
• eager to learn and improve every day

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.

Fund Reporting Lead, Asset Management

Office

Kraków, Wroclaw, Poland

Full Time

September 10, 2025

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UBS

UBS.com

UBS