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Your role

Are you well-organizedanddetail-oriented?Do you have a high client service orientation and risk awareness? We’re looking for someone who is ready to perform the following tasks:

  • monitor and process pending items, correcting discrepancies during daily workflow
  • process client transactions and capital call notices related to Alternative target investments such as Private Equity & Real Estate acquisition & disposals.
  • perform investment related incoming cash transactions
  • review and understand legal documentation to keep record & verify ownership of target assets
  • act as point of contact between UBS front unit staff with regards to Alternative Investments, Depositary Bank Control as well as PE/RE clients
  • launch investigations, prepare documents, provide information, and compose correspondence with stakeholders
  • identify and resolve technical and settlement issues with reconciliation tool
  • interact with client relationship teams and other front and middle office teams

Your team

You will be working in Alternative Assets Private Equity and Real Estate Team which is based in Wrocław, Dominikański Center. We deliver outstanding service to the Wealth Management Europe business and ensure client satisfaction is on the highest level.

Our team consist of 13 people. We speak in English and Polish within the team (only English is required). We work from 8 am to 6 pm –shift based.

We value accountability with integrity, collaboration, and innovation, which are our main behaviors in UBS. We create enjoyable, diverse and comfortable work environment, while being focused on work and delivering higher standards at the same time.

We are open for new people and we are looking forward to welcoming you to our team!

Your expertise

  • motivated, self-directed and driven, as well as adaptable and able to work across teams and functions
  • comfortable working independently, as well as in a team-oriented, collaborative environment
  • available to work under pressure
  • great organizational skills and excellent attention to detail

Template AIS PERE Specialist

  • great organizational skills and excellent attention to detail
  • good communication and relationship building skills
  • fluent in English, both spoken and written (knowledge of another language would be an asset)
  • experience in the private equity area (would be an asset)

Don’t hesitate to apply even if you don’t fulfill all of the requirements. Everyone has specific talents and skills. Our goal is to make sure they are utilized to their full extent and that you have the opportunity to develop them for the benefit of yourself, our clients and our firm.

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

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Senior Funds & PERE Specialist | UBS - Experienced professionals - job boards

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Confirmed 12 hours ago. Posted 8 days ago.

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