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location iconLocations: Wrocław
level iconLevel: specialist
time iconWorking hours: Full time
Reporting Specialist for Swiss Bank Portfolio Management

Reporting Specialist for Swiss Bank Portfolio Management


Business management, administration and support, Management and Business Support, Process, project and program management, Quantitative Analysis

Personal & Corporate Banking

Job Reference #




Job Type

Full Time

Your role

Do you have experience in analyzing financial information and reporting? Are you interested in project portfolio management and investment governance? We are looking for someone who will:
• support Senior Management with data analysis: developing, enhancing and preparing regular and ad-hoc reports regarding the managed portfolios
• monitor and track the related projects to identify any issues and provide an overview on the health of the portfolio and support content preparation of the related regular agile ceremonies, e.g. the quarterly business reviews (QBR)
• support the IT project portfolio definition, planning, monitoring and coordination with our partners from business and IT
• control execution of portfolio-related implementation work; coach and challenge the project- & program leaders and product owners regarding business cases/Epics, UBS project and portfolio management standards and its implementation
• support the ongoing transition towards agile ways of working for our own portfolio management function as well as within the client need and foundational streams

Your team

You will be working in our UBS Wroclaw office as part of the Transformation Office - Portfolio Management team and closely liaise with colleagues located both, in Wroclaw and Zurich.
The team interacts with relevant business areas as well as the IT organization which requires close collaboration with various colleagues in order to coordinate investment governance work for relevant projects and programs of UBS Switzerland.

Your expertise

• at least 3 years of relevant working experience, ideally in reporting, controlling or data analysis role in financial services
• specific experience in banking business and processes would be of value
• experience in agile working and affinity for project portfolio management related data analysis (detailed to high-level) as an asset
• strong analytical and organizational skills
• highly motivated, team player, able to work independently with a can-do attitude
• great communicator, comfortable interacting with colleagues at all levels
• excellent MS Office skills (particularly MS Excel, incl. Macros/VBA and PowerPoint)
• fluent in English, German will be additional asset

About us

UBS is the world’s largest and 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 our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves.

Ready to be part of #teamUBS and make an impact?

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.

Please submit your application in English

You are kindly requested to include the following clause in your application: "Wyrażam zgodę na przetwarzanie moich danych osobowych zawartych w ofercie pracy dla potrzeb procesu rekrutacji zgodnie z ustawą z dnia 27.08.1997r. Dz. U. z 2002 r., Nr 101, poz. 923 ze zm."


  • iconAnalytics & Reporting, Project Management, Banking
  • iconEnglish
  • iconWrocław, dolnośląskie

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