Open positons
Vacancies at
Universal Investment
Open positions at Universal Investment
Our company is growing steadily - for that reason we are searching for motivated, performance oriented and entrepreneurial-minded employees, who are ready to actively create the success of our company together with us.
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Responsable du Contrôle (“RC”) - Team Lead
Grow with us! We are currently looking for a colleague to join our Responsible du Controle Service Team as Team Leader.
Your tasks and responsibilities:
- Lead the Responsable du Contrôle ("RC") team
- Serve as designated RC for managed investment companies (SICAVs)
- Develop and update the SICAV's anti-money laundering and counter-terrorist financing (AML/CFT) framework, including policies, risk appetite statements, and risk assessments
- Oversee AML operations across funds through on-site inspections of asset managers, transfer agents, and service providers
- Gather key performance indicators, prepare recurring and regulatory reports, and respond to requests on behalf of the funds
- Collaborate with the SICAV's Responsable du Respect ("RR") and present AML status updates at board meetings
- Serve as primary liaison with local authorities and regulatory bodies, and act as first escalation point for all SICAV-related AML matters
Your skills and experience:- Fund industry experience required
- Comprehensive understanding of Luxembourg AML/CTF/CPF laws and regulations
- At least five years in a comparable position and/or background in transfer agency, portfolio management, or audit with relevant AML responsibilities
- Strong capability to identify client concerns and develop effective solutions
- Dependability, resilience, proactive approach, and solution-focused service mindset are critical competencies
- Proficiency in standard office software applications
- University degree in business administration, economics, business law, or law preferred
- Fluency in German and English (verbal and written); additional languages advantageous, with strong public speaking skills
What we offer:- Flexible working hours
- Various personal development opportunities
- Pension scheme
- Lunch vouchers
- Corporate Benefits Program
Apply now!Send your CV to career-lux@universal-investment.com.
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Spontaneous Application
Universal-Investment is the largest independent investment company in the German-speaking world and market leader in Master KVGs and private label funds.
With its administration, insourcing and risk management services, the company focuses on the administration and structuring of funds, securities and alternative asset classes and offers complex risk management solutions.
Universal-Investment Luxembourg S.A., as a subsidiary of Universal Investment Gesellschaft mbH, is the leader among the licensed Luxembourg AIFM management companies (or AIFM ManCos) in terms of assets under management and ranks second in the field of so-called "Third Party ManCos”.
We owe our great success above all to the high level of commitment and enormous dedication of our employees.
Profiles we are interested in:
We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..
As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success.How to apply:
Please send your application and certificate of enrolment: career-lux@universal-investment.com
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
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Accountant Private Asset Accounting Services
Grow with us! We are currently looking for a colleague to join our company as an Accountant in Private Assets Accounting Services.
Your tasks and responsibilities:
- Reconciliation of cash, portfolio and other balances with relevant source
- Preparation of various calculations e.g. expenses, waterfalls and others
- Preparation of NAV reporting package, tax reporting and regulatory reporting when required.
- Preparation of reporting package
- Preparation of audit files and support external audit requirements
- Completion of any other assigned operational tasks
- Proper classification of all operations related documentation (paper and electronic format)
- Daily follow-up of the common mailbox and treatment of the allocated emails
- Apply control objectives review in terms of accuracy, completeness, classification, occurrence,
- valuation, right and obligation, allocation and cut-off
- Primary contact for clients on operational topics and NAV sign-off
- Participation to client meetings
- Interaction with other PAS or EFA departments
- Tasks must be executed in accordance with procedures and applicable laws & regulations
- Observe PAS departmental policies and procedures, e.g. in terms of time management and timesheet completion
- Conform to EFA requirements in terms of procedures and governance
- Help with the supervision of assistant accountants when required
Your skills and experience:- Bachelor or Master university degree, preferably in accounting, economics or finance
- 2-5 years of experience in a similar position
- Knowledge of the Luxembourg and alternative fund industry (Private Equity, Real Estate, Debt, Microfinance…)
- English, French or German considered as an asset
- Well organised, analytic approach, good interpersonal skills and hands-on
- Windows and MS Office suite
- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
What we offer:
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Business Consultant Front Office Solution
Grow with us! We are currently looking for a Business Consultant Front Office Solution - SimCorp Dimension to join our Universal Investment company.
Your tasks and responsibilities:
- You are responsible for the analysis, optimisation and redesign of IT-related business processes in the environment of SimCorp Dimension (SCD) for our customers
- You will work on the design, implementation and integration of functional enhancements in SCD and support the development of interfaces between SCD and other systems
- You work in projects of various sizes or lead these projects. Here you will contribute your strong analytical skills, your excellent project management expertise and your high level of creativity and innovative spirit
- You support fund migrations, updates and release changes, among other things
- You are the first point of contact for our Customer Service (2nd level)
- You are willing to travel to our customers
- You develop your expertise to the highest level - this applies not only to the modern working environment with a view of the Frankfurt skyline, but also to the integration of specialist modules from our strategic partners and the corporate culture that offers you a high degree of freedom and opportunities to help shape the company
Your skills and experience:- Successfully completed studies in (business) informatics, (business) mathematics or finance or a comparable qualification
- At least two years of experience in the application or implementation of SCD
- Good knowledge of the front office modules of SCD
- Good knowledge of extending and creating new rule checks in SimCorp Compliance Manager
- Extensive knowledge of business processes at asset managers, fund companies, insurance companies or banks
- Extensive project management expertise
- Ideally experience in IT consulting and the management of IT projects
- Strong customer focus and commitment as well as excellent communication and teamwork skills
- Fluency in English. German would be an asset.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH/Universal-Beteiligungs- und Servicegesellschaft mbH/UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Compensation and Benefits Specialist with German
Grow with us! We are currently looking for a colleague to join our Universal Investment company.
Your tasks and responsibilities:
- Support the annual compensation and benefits review cycle, ensuring alignment with organizational goals.
- Monitor and support initiatives related to pay equity and compliance with pay transparency directives.
- Assist in the development and implementation of job family architecture projects.
- Conduct benchmarking studies to ensure competitive compensation and benefits offerings.
- Ensure compliance with regulatory requirements related to compensation and benefits.
- Collaborate with HR and management to analyze and improve employee benefits programs.
- Provide analytical support for compensation-related data and reporting.
- Participate in the design and communication of compensation and benefits policies
Your skills and experience:- Bachelor’s degree in human resources, Finance, or a related field.
- 3-5 years of experience in compensation and benefits, preferably in financial services or asset management.
- Intermediate proficiency in compensation analysis and benefits administration.
- Knowledge of regulatory requirements affecting compensation and benefits.
- Strong analytical skills with attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively in a team environment and manage multiple projects.
- Advanced level of English and German (a least B2)
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH/Universal-Beteiligungs- und Servicegesellschaft mbH/UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Custodian Relationship Management Specialist with German
Grow with us! We are currently looking for a colleague to join our Universal Investment company.
Your tasks and responsibilities:
- Relationship management with depositories and other external partners
- Organization and conducting bilateral meetings with business partners
- Negotiating of Service Level Agreements
- Observation and analysis of daily business issues and support in finding solutions
- Supportng clients and internal departments in handling non-standard requests (e.g. commissions, new processes) and escalations
- Providing support for Class Actions
- Ensuring timely and qualified enquiry handling
- Establishing and maintaining efficient and well documented processes as well as challenge and improve existing tasks
- Supporting the Documentary Market Team
Your skills and experience:- Minimum 5 years of experience in the financial industry, either in a project management or an operational role
- Understanding of the investment fund business in Germany, Luxembourg and further fund domiciles
- Strong communication skills with the ability to discuss and align with clients and external partners in English and German
- Organizational and project management skills, incl. proven experience in project management and/or contract management is of advantage
- Excellent analytical and problem-solving ability
- Service orientation, paired with a solution-oriented attitude
- Dedicated team player
- Fluent in English and German language; any additional language is considered as an asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH/Universal-Beteiligungs- und Servicegesellschaft mbH/UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - NAV and Reconciliation Specialist - German Speaker
Grow with us! We are currently looking for a colleague to join our team as Fund Accountant - NAV & Reconciliation Specialist
Within the Core Fund Accounting department, you will be responsible for the full processing of the valuation and reconciliation processes of our securities investment funds. Among other things, you are the interface to clients, custodians, external service providers, and auditors. Furthermore, you are responsible for adhering to the Service Level Agreements. Participation in process optimizations rounds off your area of responsibility:
- Evaluation of (securities) investment funds
- Reconciliation and coordination with our Custodian Banks in all Asset Classes
- Coordination and communication with our teams in Fund Accounting, Pricing Data, Static Data, and TAX department
- Processing of share certificate transactions – subscriptions and redemptions
- Controlling and quality assurance in day-to-day business
- Processing of differences/complaints and various control tasks
- Processing of fund projects such as fund launches, fund closures, change of custodian, etc.
- Close cooperation with external partners and internal departments
- Contact person for auditors, external and internal audit
- Assisting in the implementation of new processes, their creation and optimization
- Participation in projects
Your skills and experience:- Apprenticeship as a bank clerk or comparable training, possibly supplemented by a degree in finance
- Several years of professional experience in fund accounting at a capital management company or a comparable organization (e.g., custodian bank)
- Comprehensive knowledge of security funds and in-depth knowledge of the standards relevant to a capital management company
- Practical experience with the fund accounting system XENTIS
- Good MS Office skills
- Technical affinity and confident handling of common information systems
- Independent, structured, and service-oriented way of working
- Excellent organizational skills and ability to manage and prioritize multiple tasks
- Fluent in German and English is a must
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Group Outsourcing Senior Specialist
Grow with us! We are currently looking for a colleague to join our company as a Group Outsourcing Senior Specialist.
Your tasks and responsibilities:
- Responsibility for the outsourcing management of Universal-Investment Gesellschaft mbH as part of the 2nd Line of Defense
- Supporting coordination of new Group Services
- Liaising with regulated entities and outsourcing teams at UI group to prefill relevant document and assessments
- Review and document assessment results
- Tracking outsourcing controlling phases (Target Operating Model) on new services in the CloudGate system
- Administration of the DORA Register of Information
Your skills and experience:- First experience in Outsourcing Management/Controlling or Risk Management/Controlling
- Knowledge of European and regulatory environment and implications including DORA.
- Structured, analytical and conceptual working methods
- High problem-solving skills, very good stakeholder management and communication skills
- Very good verbal and written English language skills, German language skills are nice to have
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Real Estate Legal Documentation Specialist
Grow with us! We are currently looking for a colleague to join our company as a Real Estate Documentation Specialist.
Your tasks and responsibilities:
- Proactive (internal) project manager role (in particular vis-à-vis asset managers, advisors, custodians and internal specialist departments) for the fund events mentioned below in tandem with the respective relationship manager and/or Onboarding Manager as well as managing the timely implementation of real assets funds in Germany and Luxembourg in close cooperation with internal departments (Legal, Compliance, Accounting, Risk Management). Coordination, processing of operational activities and harmonization of all client projects within new and existing real assets investment funds, including:
- Fund / segment launches
- Asset manager/advisor changes
- Change of custodian
- Fund takeover from external AIFMs / transfer to external AIFMs
- Creation of relevant fund documents, e.g. issuance documents or preparation of German fund documents ensuring the implementation of the customer specific requirements for the structure/funds.
- Internal contact for all enquiries arising from day-to-day business relating to investment assets and ensuring a high level of customer satisfaction by responding quickly and competently to enquiries
- Coordination and communication with external stakeholders (asset managers, advisors and investors), including negotiation of terms and agreements with external partners regarding fund structures, documentation, or service arrangements to ensure smooth information flow and timely project execution.
- Coordination of documentation workflows within internal systems, including version control, approval processes (including Management of signature coordination for fund-related and contractual documents) and archiving.
- Monitoring of project timelines, milestones, and deliverables, identifying operational risks.
- Communication and coordination with BaFin (authorization procedures, outsourcing notifications, etc.), ensuring full regulatory compliance.
Your skills and experience:- Proven work experience in the fund-setup and life cycle environment/management, preferably with focus on German and/or Luxembourg funds/fund structures, legal background/knowledge preferable.
- Language skills: German, enabling verbal communication and precise written correspondence, English with professional proficiency, developed through daily interaction in an international environment.
- Experience working in an international team.
- Project management skills – including excellent organizational abilities and structured working style.
- Personal skills: strong sense of responsibility, high degree of reliability, organizational skills, focus on quality and deadline-oriented working in a dynamic and changing international environment.
- Openness and readiness for new tasks.
- Ability to work in a team, and ease in establishing business contacts with internal partners within the company.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Senior Business Analyst and Developer
Grow with us! We are currently looking for a colleague to join our company as a Senior Business Analyst and Developer.
Your tasks and responsibilities:
- Gathering and analyzing business needs and acting as interface between Business and IT department
- Support IT developers to transform existing real estate business processes into applications (write IT requirements)
- Improve and develop specific Real Estate Application within Oracle data base and Oracle Apex environment
- Collaborate internally to ensure internal data flow to serve our systems and allow correct and complete reporting (interface development and maintenance)
- Test, approve and document the created solutions
- Act as application owner for real estate IT applications
- Participate in IT projects involving data processing
Your skills and experience:- Degree in computer science, business management or comparable professional training
- Advanced experience in database projects, SQL scripting and Oracle Apex development
- Experience in writing IT requirements
- Know How of processes in capital management company and/or Real Estate sector would be an advantage
- Knowledge in manual and automated testing as well as documentation would be appreciated
- Fluent in English; knowledge of German language would be an asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Sharepoint and Power Platform Developer
Grow with us! We are currently looking for a colleague to join our company as a Sharepoint & Power Platform Developer.
We’re looking for a hands-on SharePoint and Power Platform Developer to join our team of innovators. If you love turning legacy SharePoint apps into sleek, modern, cloud-ready business solutions — and you know the difference between SharePoint administration and real development — this role is for you.
You’ll build and maintain solutions across SharePoint Online and on-premises, migrate older apps to newer platforms, and automate business processes using Power Platform tools like Power Automate, Power Apps, and Power BI.
This is not an admin job. We’re looking for a real developer who wants to build impactful business apps and integrations.
Your tasks and responsibilities:
- Migrate and modernize SharePoint apps
- Develop SPFx components, custom forms, and responsive web parts
- Design solutions using Power Automate, Power Apps, and Power BI
- Integrate with Microsoft Graph, Teams, and external systems
- Participate in agile development, sprints, and DevOps workflows
- Work closely with business users and IT colleagues to deliver value
- Ensure security, scalability, and maintainability of all solutions
Your skills and experience:- 5+ years of SharePoint development experience (Online + On-Prem)
- Strong skills in SPFx, TypeScript, React, and PnP libraries
- Power Platform experience: Power Apps (Canvas & Model-driven), Power Automate
- Comfortable with REST APIs, Microsoft Graph, JSON, and integration patterns
- Experience with Git, Azure DevOps, and agile delivery methods
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - NAV
Grow with us! We are currently looking for a colleague to join our Fund Accounting Team that is a part of our Public Asset Operations Department.
Your tasks and responsibilities:
- Account for the transactions used to calculate the NAV (integration of securities transactions, entry of transactions on other instruments, corporate actions, redemptions and subscriptions, other banking transactions);
- Reconcile and explain movements and positions with the various counterparties (bank, prime broker, etc.);
- Carry out the NAV controls according to the internal procedures
- Follow-up with clients and/or external counterparties in case of differences or queries;
- Follows up with internal departments in case of differences or queries;
- Ensure the payment of expenses and invoices;
- Prepare various statistics and/or reports for clients;
- Participate in the migration of new funds;
- Carry out tasks and follow-up related to fund liquidation and mergers.
Your skills and experience:- You are familiar with the operation and principles of handling mutual funds and financial products, securities transactions and derivatives;
- You have previous experience in a similar role;
- You have a diploma or degree in accounting or finance related field (strong asset)
- You are fluent in English
- You are familiar with MS Office
- You want to develop in a dynamic environment
- You are thorough, organized and present detail-oriented attitude
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant with French
Grow with us! We are currently looking for a colleague to our team as Fund Accountant. We are responsible for (German and Luxembourg’s funds portfolio and we cooperate with around 30 custodians).
Your tasks and responsibilities:
- Analyze and book asset transactions (securities transactions, deposits and advances, options, futures and any other derivatives, bank statements, corporate actions etc.),
- Record liability transactions (subscriptions, redemptions, etc.),
- Reconcile positions with the custodian bank, sub-custodians or other counterparties
- Monitor outstanding items and prepare any necessary claims,
- Calculate and control the net asset value,
Your skills and experience:- Bachelor's degree in accounting
- Prior experience in investment fund administration, particularly in fund accounting, with a strong interest in financial markets
- Autonomous, proactive mindset with a strong sense of responsibility
- Rigorous, organized, open-minded approach with excellent team spirit
- Excellent command of French and good proficiency in English
- Proficiency in Microsoft Office applications
- Good knowledge of NeoXam Global Portfolio
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
ICT Risk Management Specialist
Grow with us! We are currently looking for a colleague to join our Universal Investment company.
Your tasks and responsibilities:
- Define, maintain and set standards for the Group ICT Risk Management Framework and ICT Risk management Policy in accordance to regulatory requirements.
- Oversee policies specified in Group ICT Risk Management Framework. Support and monitor local implementation.
- Aggregate results of entity specific risk assessments and provide UI Group ICT risk reports to the C-Board
- Development and maintenance of a DORA compliance response catalogue (quarterly / adhoc reviews)
- SPOC /coordinator for DORA related internal and external audit requests
- Assistance on individual DORA questions from clients/prospects not covered by Response Catalogue
- Support UI group entities, in particular UID, in carrying out IT risk assessments, developing risk measures and setting up and maintaining the IT risk inventory
- Close cooperation with the Information Security Management (ISM) organization of UI group
Your skills and experience:- Minimum of 3+ years of professional experience in the field of ICT risk management, information security management, IT auditing or a comparable position in auditing or consulting.
- Successfully completed university or technical college studies in computer science, IT security, economics or business administration
- Preferably previous exposure to financial service institutions
- Practical experience in the conception, integration and control of risk management processes and in leading projects
- Excellent stakeholder management and communication skills
- Very good verbal and written English language skills, German language skills are additional asset
- Support UI group entities, in particular UID, in carrying out IT risk assessments, developing risk measures and setting up and maintaining the IT risk inventory
- Close cooperation with the Information Security Management (ISM) organization of UI group
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH/Universal-Beteiligungs- und Servicegesellschaft mbH/UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Internship for German Speakers
Grow with us! We are currently looking German - speaking Students.
Are you open minded person who:
- is available for min. 20 hours/ week between 8-17?
- speaks English and German on B2 level?
- has interest in the financial industry?
- is eager to try new things and learn from experts?
- has curiosity, agility, and high sense of responsibility?
What we offer:
- Competitive salary
- Flexible working hours – minimum 20h/week
- Stationary work in beautiful office
- Contract of mandate
- Private health care
- Access to LinkedIn Learning
- Sports activities, including Yoga classes in the office
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
IT Solution Manager - Cloud IT Services
Grow with us! We are currently looking for a colleague to join our company as an IT Solution Manager - Cloud IT Services.
Your tasks and responsibilities:
- End to end responsibility for a (set of) IT services running in Azure Cloud and projects (taking care of all stages of the process to ensure functionality and functioning at the user's desk)
- Functional management of IT service team members belonging to the IT service/project in
- Taking responsibility of financial aspects of IT projects
- Being responsible for the technology used in the IT services and projects you are in charge of
- Responsibility for the management of sub contracted services
- Stakeholder management of business management contacts
Your skills and experience:- A Bachelor / Master degree (preferably in the area of Computer Science or related
- At least 3-5 years of experience in setting up and maintaining test infrastructure (MS Client/Server, database systems (MS SQL/Oracle), Microsoft Azure / hybrid data centers, ideally also knowledge of storage and server hardware)
- At least 3-5 years of experience in testing (functional test and non-functional test) within the Infrastructure or Application maintenance domain, preferably in the area of test coordination or test planning
- Knowledge of code repositories (Git)
- IaC experience – Terraform (and Bicep)
- Experienced in Bash and PowerShell
- Experienced in Gitlab and Azure DevOps CI/CD
- Knowledge of Docker and Kubernetes
- Understanding of project management and reporting practices
- Good knowledge of regulatory requirements (BSI, KAIT, DORA, GDPR etc.)
- Fluency in English - both written and spoken. Good knowledge of the German language would be an advantage.
- Excellent communication and critical thinking skills.
- Good organizational skills and detail-oriented mindset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Junior Portfolio Management Specialist with German - Alternative Investments
Grow with us! We are currently looking for a colleague to join our Universal Investment company.
Your tasks and responsibilities:
- Support in economic due diligence and execution of transactions, respectively target investments (Alternative Investments or complex products) for German Special AIF under supervision of senior team members
- Support of portfolio management, execution & trade for complex products transactions with all involved departments and external parties
- Administration and ongoing maintenance of the holdings (complex products), capitalcalls and related transactions; support as point of contact for internal and external inquiries
- Support in liquidity management activities and cashflow monitoring
- Monitoring investment limit breaches and reporting to senior team members to take countermeasures
- Assist with onboarding tasks for new funds/segments (German Special AIF); support in examination and release of investment guidelines
Your skills and experience:- At least 1 year professional experience in a German KVG and/or Alternative Investments and or funds administration
- Successfully completed degree (1st and 2nd state examinations master's degree or equivalent qualification in Finance, Economics, Law)
- Experience in Portfolio management, process efficiencies, automation & standardization
- Quick learner, excellent communication skills; ability to work independently
- Fluency in German and English.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH/Universal-Beteiligungs- und Servicegesellschaft mbH/UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Senior Portfolio Management Specialist with German - Alternative Investments
Grow with us! We are currently looking for a colleague to join our Universal Investment company.
Your tasks and responsibilities:
- Economic due diligence, execution for transactions in AI (i.e. complex products)
- Order management, execution & trade for complex products transactions with all involved departments and external parties
- Administration and ongoing maintenance of the holdings (complex products), capitalcalls and related transactions, point of contact for internal and external inquiries
- Liquidity Management
- Monitoring investment limit breaches and adjustment of investment limit breaches
- Onboarding task for new funds/segments; Examination and release of investment guidelines
Your skills and experience:- At least three years' professional experience in a German KVG and/or Alternative Investments and or funds administration
- Successfully completed degree (1st and 2nd state examinations master's degree or equivalent qualification in Finance, Economics, Law)
- Experience in Portfolio management, process efficiencies, automation & standardization
- Quick learner, excellent communication skills; ability to work independently
- Fluency in German and English.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH/Universal-Beteiligungs- und Servicegesellschaft mbH/UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Senior Payroll Expert with German
Grow with us! We are currently looking for a colleague to join our company as a Senior Payroll Expert with German.
Your tasks and responsibilities:
- Prepare and process payroll for Germany in accordance with statutory requirements and internal deadlines.
- Ensure accuracy of payroll data, including salaries, bonuses, benefits, deductions, and statutory contributions.
- Coordinate with external payroll providers (SD Worx) to ensure high-quality service delivery.
- Maintain payroll records in compliance with audit, data privacy, and financial regulations.
- Monitor and interpret changes in German payroll legislation, tax laws, and employment regulations and also the tariff agreement for banking services.
- Ensure payroll processes are aligned with regulatory requirements for the financial/banking sector.
- Support internal and external audits related to payroll.
- Utilize and maintain payroll-related reports in Workday and other HR systems.
- Identify and implement process improvements to enhance payroll accuracy, efficiency, and compliance.
- Collaborate with HR, Finance, and Compliance teams to optimize payroll workflows.
- Serve as the primary point of contact for payroll queries from employees in Germany.
- Liaise with Finance for payroll accounting and reconciliation processes including accruals etc.
- Partner with HR colleagues to ensure data integrity and process consistency.
- Timely and error-free payroll runs for Germany.
- Compliance with all statutory deadlines and requirements.
- Positive stakeholder feedback and effective issue resolution.
- Successful completion of audits without significant findings.
Your skills and experience:- Bachelor’s degree in HR, Finance, Accounting, or related field; or equivalent relevant experience.
- Minimum 5–7 years of payroll experience, including substantial responsibility for German payroll required.
- Experience in a regulated financial services or banking environment strongly preferred.
- This role requires deep knowledge of German payroll legislation, fluency in German, and the ability to work effectively with internal stakeholders and external payroll providers. The position is a key contributor to ensuring compliance with legal, tax, and regulatory requirements in both jurisdictions.
- Strong attention to detail, accuracy, and confidentiality.
- Ability to work independently and manage multiple priorities under tight deadlines.
- Proactive in identifying compliance risks and process improvement opportunities
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH/Universal-Beteiligungs- und Servicegesellschaft mbH/UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Spontaneous Application
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Luxembourg, Ireland, and Germany. From here and from our offices in London, Krakow, and Hamburg, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Potential future opportunities:
- Fund Operations – including Alternative Investments Fund Accounting, Valuation, Middle Office, Data Management & Reporting teams
- Compliance and Risk – 1st, 2nd and 3rd line of defense
- Contract management and investor onboarding teams
- Internal finance – Accounting & Controlling
Your skills and experience:- University degree in Accounting or Finance
- Previous relevant experience in the above areas
- Experience in working within Fund Industry
- Excellent time and self-management skills, ability to prioritize
- Strong analytical and communication skills
- Fluent in English. German and French are assets
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
-
Sales Director – Liquid Assets & Insourcing Solutions
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We service funds in the key domiciles of Germany, Luxembourg and Ireland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for an experienced Sales Director to join our Sales Liquid Asset & Insourcing Team. .
Your tasks and responsibilities:
- Drive client acquisition for asset managers across Europe and beyond, taking a proactive, self-starter approach.
- Develop and manage potential client lists, identifying key opportunities for business growth.
- Plan, organize, and represent the company at workshops and sales presentations, showcasing our value to prospective clients.
- Prepare and negotiate offers, agreements, and conditions, ensuring alignment with client needs and business objectives.
- Stay informed about market trends, gathering insights on client requirements, competitor pricing, and reporting standards.
- Research and plan client-specific events, collaborating with the marketing team to create targeted, high-impact engagements.
- Build and strengthen relationships with business partners, expanding our network and enhancing long-term partnerships
Your skills and experience:- Extensive experience in investment fund sales within a Management Company with a solid understanding of market practices, particularly in an international setting.
- Extensive experience of the ManCo sector in Ireland and Luxembourg.
- Connections to many players in the Irish and Lux markets.
- Adaptable and resilient, able to perform under pressure while managing multiple priorities.
- Proactive self-starter, with a problem-solving mindset and the ability to take initiative.
- Strong conceptual and analytical skills, enabling quick adaptation to changing demands and tight deadlines.
- Confident and professional demeanor, with the ability to engage clients and stakeholders effectively.
- Team player, with excellent collaboration skills.
- Fluent in English, with exceptional communication skills and a service-oriented approach
- Willingness to travel both nationally and internationally as needed.
What we offer:- A performance-related salary
- Pension plan
- Health insurance
- Life insurance
- Additional annual leave
- Travel allowance or tax saver ticket
- Flexible working hours
- Hybrid working model
- Modern workplace in a conveniently situated location
Apply now!Send your CV to careers_irl@universal-investment.com.
The recruiting entity here is Universal-Investment Ireland Fund Management LIMITED
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_irl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Spontaneous Application
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Luxembourg, Ireland and Germany. From here and from our offices in London, Krakow and Hamburg, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Profiles we are interested in:
- We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..
- As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success
What we offer:
- A performance-related salary
- Flexible working hours
- Hybrid working model
- Modern workplace in a conveniently situated location
- Additional annual leave
- Travel allowance or tax saver ticket
- Pension plan
- Health insurance
- Life insurance
- Bike to work scheme
Apply now!Send your CV to careers_irl@universal-investment.com.
The recruiting entity here is Universal-Investment Ireland Fund Management LIMITED
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_irl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
Emails are currently circulating which purport to be from Universal Investment and are being sent to potential applicants worldwide. Please be advised that Universal Investment will always contact you via established jobboards or Linkedin profiles of our recruiters. Should you receive any emails, please ensure that they originate from the @universal-investment.com domain.