UBS Financial Services Transition Specialist Asset Management Middle Office in Zürich, Switzerland

Your role:

Are you a great net-worker? Do you know how to solve problems and increase efficiencies? We’re looking for someone like that who can:

– use their product and front-to-back process knowledge to support highly structured or non-standard transactions

– serve as a the Asset Management Operations contact to both, Asset Management and all teams within Group Operations for all client and product onboardings, off-boardings and life cycle change events

– act as the centre of competence to the rest of the organization for all Operations elements of on-boardings, off-boardings and life cycle change events. Work closely with the rest of Group Operations to source and provide advice and view of process and feasibility of the proposed mandate or fund from an operational perspective

– act in the capacity of a project manager working closely with the Business Support Unit, Client Relationship Managers, Product Managers, Investment Teams and Group Operations globally to ensure the success of an onboarding, off-boarding and life cycle change event.

– coordinate the review of the Investment Management Agreement (IMA) or equivalent and Operational Memorandum across Group Operations ensuring approval is received in a timely manner

– maintain and review Transition processes and procedures on a regular basis

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

Contact Details:

UBS Recruiting Schweiz

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.

Your team:

The Transition team is part of the Asset Management Middle Office Department within the UBS Corporate Center providing support for onboarding, off-boarding and lifecycle change events as relevant to client mandates and products/funds.

Your experience and skills:

You have:

– good understanding of the Asset Management industry focused on product and market knowledge from an Operations perspective

– knowledge of end to end Operations processes and key participants (internal and external) for onboardings, off-boardings and lifecycle events

– ability to outline and coordinate Operational implementation activities necessary to complete an onboarding, off-boarding or lifecycle event and drive to conclusion. Ability to determine dependencies and identify critical path for delivery

– ability to understand client requirements within an IMA as it relates to Operational setup and implementation. Able to articulate and debate these elements with Operations Teams, Front Support and other relevant units

You are:

– highly organized, accurate and detail-oriented

– ability to multi-task and prioritize numerous assignments and deadlines

– excellent English and German communication skills, both written and verbal

– willingness to take ownership and drive processes to conclusion

– ability to build trust and mutual respect with key stakeholders across the organisation

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 172484BR

Business Divisions: Corporate Center

Title: Transition Specialist Asset Management Middle Office

City: Zürich

Job Type: Full Time

Country / State: Switzerland - Zürich

Function Category: Operations