Product Specialist – HF & PE Lending (Global Wealth Management)

City

Wroclaw

Job Type

Full Time

Country / State

Poland

Function Category

Finance, Fund Services, Portfolio and fund management, Product Management and Development

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 part of the Lifecycle Management team within the Global Lending Unit (GLU), focused on Hedge Fund & Private Equity Structured Lending. Our team operates across locations and supports the Origination and Structuring functions by:
• Delivering reliable data and portfolio insights.
• Managing relationships with Credit Risk and other internal stakeholders.
• Conducting regular monitoring and deep-dives into structured lending products.
• Providing fast, high-quality analysis in complex or urgent scenarios.
What makes this team unique? You’ll be in a middle-office role with direct exposure to front-office dynamics, gaining a rare perspective on structured lending without the pressure of client relationship management. You’ll be trusted to contribute meaningfully from day one, and your work will directly influence lending decisions for sophisticated clients.

Your Expertise

• • a higher education degree in Finance, Economics, or a related field,
• • strong financial literacy and numerical thinking,
• • at least 1 year of experience in banking or financial services,
• • advanced Excel skills and comfort working with large datasets,
• • proactive mindset and strong organisational skills,
• • confidence in communicating across teams and with external stakeholders,
• • a willingness to learn, take initiative, and work independently,
• • a resilient and conscientious approach to problem-solving and process improvement,
• • fluent English skills, both written and spoken.
• Bonus skills:
• • familiarity with Python (used in internal automation scripts),
• • interest in alternative investments and structured lending,
• • planned/in progress/completed CFA(R) Program (or similar),
• • consistently demonstrating integrity, active collaboration and constructive challenge.

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.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more