Job offer

Portfolio Manager

As a Portfolio Management Solution Expert in Global Custody Solutions at UBS, you will be responsible for managing a portfolio of external portfolio managers and their affiliated entities. You are the contact person for all custody areas and support the management of mandates and the optimization of services.

Job description

Your role

As a Portfolio Management Solutions Specialist in Asset Serving's Global Custody Solutions division, you will take on the exciting and challenging task of managing your own portfolio of external portfolio managers and their affiliated entities.

In this role, you will be responsible for the entire lifecycle of the portfolio managers within your portfolio and their mandates; from supporting the onboarding of new asset management mandates, to providing day-to-day support on operational and strategic issues, to handling during mandate closures or manager changes.

In addition, you will be the single point of contact for the Portfolio Manager for all custody areas such as corporate actions, trade settlement, transaction reconciliation, foreign exchange transactions and much more.

You independently monitor the service level agreement and maintain close cooperation with your portfolio managers and internal stakeholders to provide an optimal service, actively contribute to digitalization and increase efficiency in the interests of all parties.

Your requirements

  • A combination of solid operational skills
  • Strong customer and service awareness
  • A high level of commitment, initial willingness to learn
  • The ability to understand problems,
  • The profile of a communicative team player
  • The ability to communicate effectively
  • The drive to promote a culture of advocacy

We offer

At UBS, we know that it is our people, with their diverse skills, experience and backgrounds, who drive our continued success.

We are dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities for growth and flexible working options where possible.

Our inclusive culture brings out the best in our employees, no matter where 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.

Together we are more than ourselves.

Job details

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