Portfolio Management Oversight - Senior Specialist with German
UBS · Poland
Join UBS Asset Management and become part of a highly specialized oversight function within our Management Company. In this role, you will act as a dedicated oversight partner for a portfolio of delegated asset managers, taking end-to-end ownership of their oversight activities and serving as a key point of contact for internal and external stakeholders.Your responsibilities will include, but are not limited to:
• Taking end to end ownership of a portfolio of delegated asset managers and overseeing their activities on behalf of the Management Company
• Managing and maintaining Asset Management Delegation Agreements and related fund documentation, including amendments, renewals and regulatory-driven updates
• Investigating and assessing investment restriction breaches, ensuring timely escalation, challenge and resolution with delegated portfolio managers
• Performing oversight activities related to derivatives usage and regulatory requirements, including FinFrag obligations
• Acting as a subject matter expert for ad hoc oversight, governance and regulatory queries
• Contributing to due diligence reviews and ongoing monitoring of delegated portfolio managers
• Supporting regulatory change initiatives, product launches and business transformation projects
• Identifying opportunities to enhance oversight frameworks, controls and operational efficiency and process improvements