Due to the development of our client, an international financial company with an established position on the market, we are looking for people for the position of Portfolio Management Officer.

Your team:

You’ll be working in the Asset Management Technology – Portfolio Management Team and be based in UK, Switzerland, India or Poland and be working with a multinational team with members across different regions. Our vision is to empower the strategy of UBS Asset Management with innovative and reliable solutions.

Your responsibilities:

• Support the team manage the investment governance process from end-to-end, including the production of Quarter Business Reviews, working together with the most senior management within AM and monthly and ad-hoc reporting

• Ensure effective and efficient reporting and the smooth running of the performance management process, working with stream product and technology leads and their crews and pod members

• Ensure that teams have the right access to systems

• Ensure that key processes are delivered on time and in full: that commentary updates are entered, that risks, issues and dependencies are updated and financials reported accurately on systems and tools

• Support teams in entering data into systems and ensuring that check-lists, guidelines and support documents and processes are all updated

• Ensuring high data quality standards are maintained – and continuously improved through innovation to ensure the smooth, efficient and effective running of global governance processes

Expectations:

• Have some experience of consulting, program or product management and be adept at working in agile environments with a strong understanding of agile delivery frameworks

• Understanding and experience of financial products, client reporting and/or ESG related initiatives, preferably within the financial services industry

• Strong banking business/process understanding, preferably in Asset Management

• Strong analytical, communication and facilitation (workshops) skills

• Ability to take ownership and deliver results in a challenging and fast-moving environment

• Highly driven and motivated with a desire to impact the organisation

We can offer: