Team Lead - Investment Performance Measurement Analyst

City

KrakóW, Wroclaw

Job Type

Full Time

Country / State

Poland

Function Category

Fund Services, 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. 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

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
• • Proven experience in supervising and mentoring teams in the asset management industry
• • 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 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.