Photo of Jakub, Investment Specialist

Thinking about a career in asset management?

Asset management at UBS in Poland is evolving fast. Teams are growing, responsibilities are expanding, and more roles are moving closer to investment decision-makers.

Jakub, our Investment Specialist, shares what that looks like in practice, from his day-to-day role to the path that brought him here, and why Poland is becoming a key hub for these opportunities.

What does an Investment Specialist do?

I work closely with portfolio managers, operations teams, and IT, which means I see how ideas turn into real investment decisions. What makes it even more exciting is being part of a newly established team in Poland. We’re not just contributing, we’re helping build something from the ground up.

On a day-to-day basis, this includes:

  • Turning complex market data into clear insights that shape portfolio strategies
  • Understanding what’s really driving performance and why it matters
  • Creating materials used by portfolio managers to make key decisions
  • Using AI to automate processes and make the way we work smarter

How did I build my career in asset management?

I studied finance and accounting, specializing in Investment Advisory, and had an early interest in financial markets. After university, I worked as a performance analyst and later as a research analyst in an Exchange-Traded Fund (ETF) team. Each role helped me build both technical skills and confidence in understanding how markets really work.

Joining UBS felt like a natural next step - an opportunity to apply what I’d learned and keep growing.

One thing I’ve realized is that there isn’t just one way into asset management. Many people start in operational or middle office roles, where curiosity and analytical thinking are key, and then move into investment, project-based, product, or front office roles over time.

Which skills matter most in asset management roles?

Success comes from combining strong technical skills with the ability to work with people and navigate complexity.

Technical skills

  • Understanding financial markets and asset classes
  • Strong analytical thinking
  • Confidence working with data

Soft skills

  • Clear, confident communication
  • Strong prioritization and organization
  • Ability to collaborate across global teams
  • Curiosity and willingness to learn beyond your immediate role

How is UBS Asset Management in Poland changing?

One of the biggest shifts I’ve seen is how roles in Poland have evolved.

We’re moving away from a pure shared‑service model toward business‑aligned teams with end‑to‑end ownership. That means roles today often have broader scope, greater complexity, and closer proximity to investment decision‑makers.

Poland is quickly becoming a strategic hub for UBS Asset Management, creating strong opportunities for growth.

How do we apply innovation and AI in asset management?

As a data‑driven industry, asset management is a natural environment for AI to enable deeper insights, unlock more sophisticated analysis and support smarter decision-making. Our approach is pragmatic, focusing on solutions that deliver long-term value rather than short-lived trends. In practice, that means embedding AI into everyday workflows, applying it where it creates real benefit, improving how teams work and helping drive more informed decisions and meaningful impact.

A real example of impact in UBS Asset Management

One moment I’m particularly proud of was joining a newly established front-office team within the Investments Center of Excellence, created to bring together specialized expertise to support investment teams globally.

Building the team from scratch meant quickly earning trust and delivering results. Within a few months, we introduced improvements and built strong collaboration with IT. Seeing that translate into real impact has been incredibly rewarding.

What does this mean if you’re considering Asset Management at UBS?

Asset management in Poland today goes beyond traditional support roles. It’s about ownership, innovation and real influence.

If you’re curious about financial markets and enjoy working with data, this is a place where you can build a career with real impact from day one.

Interested in joining our team?

Visit our job board and you may find something perfect for you. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.