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PE&RE Specialist

UBSWrocław, Poland

11 days ago

Job description

PE&RE Specialist Your role

Are you well-organized and detail-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 :

Alternative Investments Specialist
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 iing 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, andpose 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 10 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 andfortable 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 weing you to our team!

Your expertise

motivated, self-directed and driven, as well as adaptable and able to work across teams and functions

fortable working independently, as well as in a team-oriented, collaborative environment

available to work under pressure

great organizational skills and excellent attention to detail

goodmunication 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 ourpetitors..

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'remitted to disability inclusion and if you need reasonable amodation / adjustments throughout our recruitment process, you can always contact us. Job ID 315899BR

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Specialist • Wrocław, Poland