Description

Your role

Ready to make an impact through precision and collaboration?
If you're detail-oriented, thrive in a dynamic environment, and want to contribute to the future of client reporting, this role is for you.
We're looking for someone who will:
• deliver timely and accurate validation, rendering, and distribution of client reports and data extracts,
• support innovation by challenging current practices and helping build a scalable, client-focused reporting model,
• collaborate closely with stakeholders and clients to ensure exceptional service delivery,
• contribute to daily operations and assist with escalations in client reporting matters,
• embody the UBS House View on Leadership through ownership and accountability in your work.

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,
• general understanding of capital markets and investment principles
• strong technical aptitude and comfort working with data,
• fluency in English,
• CFA designation or actively working toward CFA certification is considered a strong asset.

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.

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.