At a Glance
- Tasks: Innovate and manage high-quality products in Private Credit and Markets.
- Company: Join UBS, a global leader in wealth management and asset solutions.
- Benefits: Flexible working options, supportive team, and opportunities for growth.
- Other info: Collaborative culture with a focus on diversity and inclusion.
- Why this job: Be at the forefront of evolving regulations and product innovation.
- Qualifications: Experience in finance, product management, and strong analytical skills.
The predicted salary is between 59400 - 72600 £ per year.
Your role
Do you have an interest in the Private Credit and/or Private Markets space? Have you worked on product management or development initiatives in the past? Do you want to help us develop and manage the highest quality products for our clients?
We're looking for a Product Structuring Specialist to:
- Help innovate and evolve the direct Alternative products offering across global markets.
- Efficiently manage product lifecycle requirements in support of maintaining an efficient shelf.
- Manage products across multiple jurisdictions, gaining valuable experience in product management and regulatory environments.
- Manage the impact of regulatory changes on the direct Alternative product shelf.
- Be at the forefront of adapting to evolving regulations, helping to shape our product shelf in response to new industry standards and requirements.
- Help drive the continuous improvement of the systems and processes supporting the shelf, including the relevant data and document strategy.
- Be a key liaison for other areas of Asset Management including the Operating Office (including Fund Management Companies).
- Work with legal, tax, investment and operations teams to assess suitable and efficient solutions.
- Work with fund boards to affect strong and robust fund governance procedures.
- Research the market for new product initiatives and prepare strategic product recommendations.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do.
Your team
You’ll be working in the Alternative Product Structuring team based in London. We are part of the Structuring & Client Platform function within UBS Asset Management’s Client Coverage organisation. Structuring & Client Platform has a range of responsibilities including the development and management of the entirety of the UBS Asset Management direct Alternative and ETF product shelf. The Alternative Product Structuring team is primarily responsible for overseeing the product offering across UBS Asset Management’s Credit Investment Group (UBS Asset Management’s direct Private Credit platform), and the Global Real Assets business (principally covering direct Real Estate and direct Infrastructure). This role is expected to focus exclusively on UBS Asset Management’s Credit Investment Group and the direct Infrastructure business of Global Real Assets.
Your expertise
- Financial sector experience with a focus on Private Credit funds (including open-ended, closed-ended, evergreen and structured funds) and/or on Private Market funds more generally.
- Bachelor's/master's degree in finance, accounting or related field.
- Experience with fund operations and regulatory environment preferable.
- CFA/CAIA charter holder desirable (not mandatory).
- Proactive self-starter who has a keen eye for detail.
- Collaborative personality, with the ability to complete tasks independently.
- Ability to communicate effectively with different types of stakeholders with differing priorities.
- Proficiency with Excel, PowerPoint and strong ability to manage and analyse data.
- Strong aptitude to challenge the status quo and drive improvements.
- Strong project management skills and an execution focused mindset.
- Fluent in English.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do.
Product Specialist employer: CFA Institute
M&G plc is an exceptional employer that prioritises employee wellbeing and professional growth, offering a comprehensive benefits package including an 18% pension scheme, generous annual leave, and robust family support policies. Our inclusive work culture fosters collaboration and innovation, ensuring that every team member can thrive while contributing to our mission of providing confidence in financial solutions. Located in a vibrant area, we embrace flexible working arrangements to support a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Product Specialist
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like CFA Institute. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from CFA Institute.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like CFA Institute. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Product Specialist
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in CFA Institute and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show CFA Institute how you can be a team player!
How to prepare for a job interview at CFA Institute
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with CFA Institute.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with CFA Institute's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
