Client Reporting Specialist, Asset Management

City

KrakóW

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 Client Reporting team in Kraków, providing reporting services to our clients. You will report to the global Head Client Reporting.
The team is part of a globally organized UBS Asset Management Performance & Reporting team with presence in Wrocław, Kraków, Zurich, London, Milan, Chicago, Singapore and Tokyo. 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

• minimum 5 years of professional experience in Asset Management, Reporting, Accounting, Operations, Client Servicing, or related fields,
• University degree or certifications in business, finance, economics, mathematics, or similar disciplines — a strong advantage,
• solid understanding of client reporting processes, tools, and workflows,
• strong technical aptitude and comfort working with data,
• fluency in English.
• You are someone who:
• takes ownership and works well independently and in teams,
• challenges the status quo and embraces change,
• is highly organized and thrives in dynamic environments,
• works methodically with precision and attention to detail,
• is proactive, client-focused, and committed to meeting deadlines,
• has a growth mindset and seeks continuous improvement.

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.

Your Career Comeback

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