Transfer Agency Senior Analyst – Private Assets
UBSAbout the role
City
Kraków
Job Type
Full Time
Country / State
Poland
Function Category
Fund Services
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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 Asset Servicing team in Poland. Sector comprises over 100 specialists divided into several teams. Your direct team is a group of 5 talented individuals. As a member of the team, you’ll play an important role in delivering relevant outputs for our clients. We are dedicated to support one another and our business partners. You will work within international environment and collaborate with our colleagues in Luxembourg and Switzerland on a daily basis. We are looking for a colleague who shares our passion and high standards.
Your expertise
• Proven experience in Transfer Agency or similar related roles (2+ years)
• Proven experience in client data and cash reconciliation
• Ability to manage work under high time pressure and focus on a day-to-day process enhancement
• Ability to manage and proceed with high volume of manual work and to prioritize
• Demonstrates strong attention to detail, problem solving skills and commitment to maintaining a strong control environment
• Outstanding written and verbal communication skills with proficiency in English.
• Team player with ability to collaborate with others
• Good understanding of KYC and AML processes will be an asset
• Good understanding of double entry bookkeeping will be an asset.
• Investran knowledge is preferred
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
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