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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.

Vacancies Luxembourg

  • Compliance Officer

    In order to sustain our continuous expansion drive we are hiring a

    Compliance Officer

     

    Your areas of responsibility:

    • Support in the identification and assessment of compliance risks including AML/CFT risk as well as applicable laws and regulations 
    • Monitoring compliance with all guidelines, circulars and laws
    • Supportthe improvement of the internal control system
    • Screening of planned fund projects from a compliance perspective
    • Consult projects with compliance and regulatory expertise

    What you offer:

    • Ideally a successfully completed law degree or a degree in business law, business administration or economics
    • At least 4 years professional experience in a similar position (idealy in the Luxembourg investment fund industry) Practical experience in a comparable position and interest in Compliance and AML/CFT relevant topics
    • Strong capacity for team work, motivation, reliability, resilience and service-oriented approach
    • Organizational talent, personal initiative and ability to develop solutions independently
    • Very good PC skills (MS Office)
    • Fluency in German and English. French is an advantage. 

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here to check our data protection notice

     

     

  • Distribution Oversight Manager

    In order to sustain our continuous expansion drive we are hiring a

    Distribution Oversight Manager

    Your areas of responsibility:

    • Manage and maintain the distribution oversight and marketing related policies, procedures, processes, SLAs and Due Diligence questionnaires to ensure the compliance with the applicable regulations and the internal processes
    • Create and oversee the distribution/intermediary due diligence plan for the distribution delegates and marketing intermediaries
    • Be in charge of the initial and ongoing due diligence and ongoing monitoring on the distribution delegates and marketing intermediaries, conduct risk assessment of the distribution network in line with the UIL’s risk-based approach
    • Coordinate and assist with the review of distribution/intermediary agreements, rebate agreements, comfort letters, etc.
    • Contribute to the development of the digitalization projects and distribution related value add services
    • Prepare distribution related reports and KPIs for internal Committees and Fund Boards
    • Manage the day to day distribution oversight and support workflow between the internal teams and external service providers

    What you offer:

    • Ideally a successfully completed law degree (1st and 2nd state examinations) or a degree in business law, business administration or economics
    • At least five years’ professional experience in a comparable position in the Luxembourg investment fund industry within a Management Company/AIFM, investment firm or a Big four
    • Good knowledge of laws and regulations, such as UCITs, AIFMD, MIFID, AML/CTF
    • Motivation, reliability, resilience, proactive problem-solving skills, service-oriented and diplomatic approach
    • Organizational and project management skills, personal initiative and ability to develop solutions independently
    • Very good PC skills (MS Office)
    • Fluent in English and German. French would be an advantage.


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here to check our data protection notice

  • Fund Accountant - Alternative Investments

    In order to sustain our continuous expansion drive we are hiring a

    Fund Accountant - Alternative Investments

    Your areas of responsibility:

    • Preparation and maintenance of the financial books and records of AIF clients, according to the related accounting principles (mostly IFRS and LUX GAAP);
    • Coordination and control of the accounting service providers and general partners of all national and international investments, including the collection of the necessary data and information as well as their proper preparation and further processing;
    • Preparation of Net Asset Value calculations in accordance with the AIFs valuation policies and within the related (tight) deadlines
    • Preparation of annual financial statements and input for related reports;
    • Close cooperation with external partners such as asset managers, general partners and investors, as well as auditors and tax consulting firms
    • Close cooperation with internal departments, e.g. reporting, taxes, annual reports, portfolio management ;
    • Participation in the further professionalization and technical development of the assigned tasks (suggestions for improvement, concepts, support during testing and implementation in production).

    What you offer:

    • Experience in Fund Accounting (Luxembourg AIF structures)
    • Experience in the Private Equity field
    • Alternatively, you have experience as a company accountant with knowledge of international accounting GAAPs (IFRS, US GAAP, LUX GAAP, Investment Law)
    • Strong ethics. You value your integrity and you show commitment and ownership towards your personal and your team’s tasks
    • An open mind with a getting-things-done attitude
    • Fluent in English, both spoken and written. An understanding of German is an asset.


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here to check our data protection notice

  • Fund Administration

    In order to sustain our continuous expansion drive we are hiring an employee for our team

    Fund Administration

    Your areas of responsibility:

    • Checking and clearing the net asset value calculation for our funds
    • Preparing the regulatory reporting within schedule
    • Reconciling outstanding units against the transfer agent
    • Reconciling all assets with the custodian banks or other external parties
    • Controlling securities settlements, fees and charges
    • Preparing and processing of payment instructions, taking care of the invoicing process within our funds
    • Preparing and dispatching all regulatory notifications under Luxembourg law
    • Performing oversight of outsourced FA services
    • Performing initial and ongoing due diligence
    • Working in Projects, e.g. Liquidations, Transfers, Issuing of Funds

    What you offer:

    • Bank training or comparable training or studies with financial focus
    • 3 years’ professional experience in a comparable position (e.g. at an investment management company) and indepth specialist knowledge of the fund business and fund accounting
    • Personal initiative, ability to work in a team and to work under pressure, assertiveness and decisiveness with a simultaneous focus on quality
    • Ability to think analytically and to work in a structured and meticulous way, conscientiousness
    • MS-Office (in particular Excel) as well as secure handling of typical information systems. Experience with the software Xentis desirable
    • Very good written and spoken English and German skills are required, French language skills are considered as a plus.


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here to check our data protection notice

  • Legal Fund Governance - Alternative Investments TEAM LEAD

    In order to sustain our continuous expansion drive we are hiring a

    Team Lead for Legal Fund Governance Alternative Investments in Luxembourg

    Your areas of responsibility:

    • Managing and leading a team based in Luxemburg. Prioritizing and monitoring the requirements and tasks in the team
    • Responsibility for day-to-day legal fund topics with respect to alternative investment vehicles
    • Responsibility for the set-up of the funds and their special purpose vehicles including drafting/review/negotiation of relevant documents as well as lifecycle amendments 
    • Responsibility for the legal part of the transactions of the alternative investment vehicles (including negotiation of sideletters)
    • Responsibility for drafting and negotiating documents in connection with the issuance of securitization companies
    • Your field of activity is completed by the steering of legal and (sub-)project topics

    What you offer:

    • Successfully completed law degree 
    • At least five years’ professional experience in the Luxembourg investment fund industry and / or law or consulting firm 
    • Ideally practical experience in a comparable or deputy position 
    • Strong capacity for team work, motivation, reliability, resilience and service-oriented approach
    • Good interpersonal skills to network, communicate and interact with people internally and externally, solution oriented
    • Fluency in German and English.  
       


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here to check our data protection notice

  • Legal Fund Governance - Securities

    In order to sustain our continuous expansion drive we are hiring an employee for our team

    Legal Fund Governance - Securities

    Your areas of responsibility:

    • Your main tasks will be to draft, edit and negotiate legal documents for launching, changing and migrating investment funds for which Universal-Investment-Luxembourg S.A. acts as management company.
    • You will be in contact with our clients, internal departments, external service providers and various supervisory authorities.
    • You will support the structuring of UCITS and AIF in the securities sector; you will be in charge of the respective approval procedures.
    • You will be involved in the setup of company, liquidations and also distribution approval procedures in various countries, preparing and/or approving the respective documentation.
    • You will also work on overall legal and regulatory projects.

    What you offer:

    • Ideally a successfully completed law degree or a degree in business law.
    • At least three years professional experience in a comparable position in the Luxembourg investment fund industry.
    • Strong capacity for team work, motivation, reliability, resilience and service-oriented approach.
    • Organizational talent, personal initiative and ability to develop solutions independently.
    • Very good PC skills (MS Office).
    • Fluency in German and English.


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here to check our data protection notice

  • Portfolio Management Alternative Investments - TEAM LEAD

    In order to sustain our continuous expansion drive we are hiring a

    Team Lead for our Alternative Investments - Portfolio Management in Luxembourg

    Your areas of responsibility:

    • Managing a team based in Luxemburg, leading and coaching the team members. Prioritising and monitoring the requirements and tasks in the team 
    • Responsibility for day-to-day business and projects. Active support and operational processing of portfolio management activities and AI transactions
    • Leading portfolio management activities including review of relevant documents, documentation of process and coordination of the documents internal and external counterparts 
    • Coordination of negotiation points with our clients (in coordination with the Relationship Manager)
    • Portfolio Management of target investments as well as AI vehicles throughout the entire life cycle, acting a scontact person for handling of internal and external enquiries regarding portfolio management activities or transactions
    • Active participation in "technical sales" and support or lead negotiations with investors and issuers/managers
    • Independent liquidity and currency management of alternative investments funds and fund structures

    What you offer:

    • Ideally a successfully completed economics degree, CAIA or CFA certification, business administration
    • At least five years’ professional experience in the Luxembourg investment fund industry and / or credit institution or consulting firm, ideally related to Alternative Investments
    • Practical experience in a comparable position
    • Client centric mindset and superior customer service focus
    • Quick learner with very good communication skills
    • Ability to work independently
    • Good interpersonal skills to network, communicate and interact with people internally and externally, solution oriented
    • Good PC skills (MS Office, SharePoint)
    • Fluency in English.Knowledge of German and/or French is an advantage.


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here to check our data protection notice

  • Product Solutions - Fund Setup

    In order to sustain our continuous expansion drive we are hiring an employee 

    Product Solutions - Fund Setup

    Your areas of responsibility:

    • Preparation, drafting and negotiation of documents related to the launch and amendments of the company's investment funds with a focus on security funds
    • Be in contact with our clients, external service providers and the regulatory authority
    • Drafting and executing documents required for the fund setup process as well as amendments of existing funds, in cooperation with our legal department
    • Supporting operational and administrative tasks directly related to the fund setup and life cycle management
    • Management of all fund projects (i.e. fund change, fund merger & fund liquidation process)
    • Strong collaboration between Client Solutions Manager and the Onboarding team for fund launch / fund migration
    • Coordinate and facilitate the legal and operational setup of new and existing mandates (fund launches as well as transfers) by interacting with clients and our internal departments with the constant goal of improving existing in the light of automatization and efficiency
       

    What you offer:

    • Successfully completed business or law degree
    • At least four years’ professional experience in a comparable position in the Luxembourg investment fund industry or credit institution or consulting firm
    • Strong capacity for team work, motivation, reliability, resilience and service-oriented approach
    • Organizational talent, personal initiative and ability to develop solutions independently
    • Fluency in German and English.


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here  to check our data protection notice

  • Product Solutions - Operational Fund Setup

    In order to sustain our continuous expansion drive we are hiring an employee

    Product Solutions - Operational Fund Setup (Junior/ Mid-level)

    Your areas of responsibility:

    • Steering of fund change, fund merger & fund liquidation process
    • Coordination and facilitating the legal and operational setup of new and existing mandates (fund launches as well as transfers) by interacting with clients and our internal departments with a continuous eye on improving existing in the light of automatization and efficiency 
    • Strong collaboration between Client Solutions Manager and the Onboarding team for fund launch / fund migration
    • Acting as central point of contact for clients and our internal departments during the end-2-end fund project process
    • Managing internal and external stakeholders to keep them appraised of progress and communicate any additional requirements
    • Support clients and internal departments in handling non-standard requests (e.g. commissions, new processes)
    • Establish and maintain efficient and well documented onboarding and life cycle management processes for clients in line with local fund regulations
     

    What you offer:

    • Successfully completed business or law degree
    • At least two years’ professional experience in a comparable position in the Luxembourg investment fund industry or credit institution or consulting firm
    • Strong capacity for team work, motivation, reliability, resilience and service-oriented approach
    • Organizational talent, personal initiative and ability to develop solutions independently
    • Fluency in German and English.


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here  to check our data protection notice

  • Responsable du Controle

    In order to sustain our continuous expansion drive we are hiring a

    Responsable du Contrôle for managed companies

    Your areas of responsibility:

    • Act as appointed Responsable du Contrôle ("RC") for managed companies ("SICAV”)
    • Definition and regular review of SICAV’s AML/CFT framework
    • Preparation of risk assessments and RC / MLRO reports
    • Cooperation with SICAV's Responsable du Respect ("RR") and participation in board meetings to present AML status
    • Act as point of contact for local authorities and regulators as well as first point of escalation for any AML related issues from the SICAV
    • Improve and automize the RC-processes
     

    What you offer:

    • Ideally a successfully completed degree in business law or law degree (1st and 2nd state examinations), business administration or economics
    • Ideally four to five years’ experience in a similar role, i.e. acting as MLRO/RC
    • Strong presentation, communication and organizational skills
    • Strong capacity for teamwork but also ability to develop solutions independently
    • Reliability, resilience, self-initiative, solution- and service-orientation are essential core competencies
    • Very good PC skills (MS Office)
    • Fluency in German and English.


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here  to check our data protection notice

     

  • Risk Manager

    In order to sustain our continuous expansion drive we are hiring a

    Risk Manager

    Your areas of responsibility:

    • Performing regulatory risk management for investment funds of the following types: UCITS, securities-based AIF, real asset AIF (for example real estate, private equity, debt and infrastructure)
    • Risk profiling for securities-based and real asset funds
    • Performing daily market risk monitoring (for example Value-at-Risk) including stress-testing and backtesting
    • Performing daily liquidity risk monitoring
    • Ensuring compliance with regulatory and fund specific investment restrictions
    • Producing regular risk reports for real asset funds with special emphasis on market risk, credit risk, liquidity risk, counterparty risk and operational risk
    • Advising departments, clients and service providers during fund setup concerning risk related topics
    • Interaction with fund initiators, portfolio managers, investors, auditors, and the competent regulatory authorities

    What you offer:

    • University degree, preferably in Mathematics, Economics, or comparable studies
    • Either recent graduation from university or first professional experience in the fund industry (for example at the big4 or another ManCo/AIFM)
    • Interest in dealing with the regulatory framework regarding risk management, for example Luxembourg fund law, AIFMD, CDR, ESMA guidelines, CSSF circulars, etc
    • Interest in securities, bonds, derivatives and real assets
    • Knowledge regarding otc-derivatives and regarding the valuation of real assets is a plus
    • Profound knowledge of Microsoft Office
    • Knowledge of Xentis, Risk Metrics and VBA programming skills are an asset


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here  to check our data protection notice

  • Transaction Manager for Alternative Investments

    In order to sustain our continuous expansion drive we are hiring a

    Transaction Manager for Alternative Investments

    Your areas of responsibility:

    • Daily contact with Delegated Asset Managers, Fund Managers (FM) and internal colleagues from different departments and/ or locations
    • Working on a broad scope of alternative investments
    • Gathering information and documentation concerning target investments
    • Responsible for “project management”, i.e. you will be in charge of coordinating transactions and Due Diligence with all involved departments (10 up to 12 internal teams) as well as external FMs (worldwide)
    • Ensuring transactions are aligned with legal, fiscal and regulatory requirements, furthermore ensuring operational feasibility
    • Administrating UI’s transaction tool (SharePoint System), upload of documentation and input of information
    • Making recommendations for changes to processes and procedures as well as preparing documentation for review as required

    What you offer:

    • Successfully completed Law degree or Master’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject
    • Four to five years of professional experience in the Luxembourg investment fund industry and / or credit institution or consulting firm
    • Experience in Alternative Investments
    • Motivation, reliability, resilience, proactive problem-solving skills, service-oriented and diplomatic approach
    • Organizational and project management skills, personal initiative and ability to work independently
    • SharePoint knowledge
    • Fluency in German and English.

     

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:
    career-lux@universal-investment.com

    Click here to check our data protection notice

     

  • Internship - HR and Communications

    We are looking for an

    Intern - HR & Communications

    who is enthusiastic about corporate topics and will be involved in

    • the recruiting process (e.g. publication of job adds, coordination of job interviews, onboarding of new employees);
    • the organization and support of events (e.g. welcome days for new joiners, get-togethers, festivities);
    • in-/external communication in the context of Universal’s employer branding initiative, e.g. internal newsletters and social media;
    • HR administration, tracking and reporting;
    • projects;
    • etc.

     

    What you offer:

    • You are currently studying a bachelor or master degree e.g. in Business Administration or Marketing-Communication;
    • You have excellent communications skills and feel comfortable to interact with various in/external stakeholders;
    • You are creative and enjoy producing content for in/external communication;
    • You are proactive and able to multi-task while showing attention to detail;
    • You demonstrate a high level of confidentiality;
    • You are familiar with Microsoft Office (in particular Powerpoint and Excel) and you might have a first experience in digital communication and social media;
    • You have excellent written and spoken English (preferably native level) and German skills,
    • You are enrolled in an academic program recognized by the state and must have completed the first 2 years of your university studies (please attach a copy of your certificate of enrolment and state whether your internship is mandatory or voluntary).

    Your application will be treated with the strictest confidentiality.
    Only applications meeting the criteria above will be considered.

    What we offer:

    • Duration: 6 months
    • Weekly hours: 40h
    • Start: Next possible date
    • The Internship is paid

    How to apply:

    Please send your application and certificate of enrolment:
    career-lux@universal-investment.com

    Click here  to check our data protection notice

     

  • Internship - Tax

    We are looking for an

    Intern Tax

    Your will support:

    • Support in processing of the tax statements of our investment assets and preparation of the corresponding tax declaration
    • Collaboration on the tax statements and declarations of Universal-Investment-Luxembourg S.A., in particular in the area of value added tax
    • Supporting inquiries from institutional clients regarding fund and accounting issues as well as the support of our fund accounting department in individual tax issues
    • Insights into the preparation of tax concepts for product design

    What you offer:

    • You are currently studying a bachelor or master degree in Business Administration or any other studies with business or tax focus; preferably completed basic sudies
    • You have excellent organizational, time management and follow up skills
    • You are proactive and able to multi-task while showing attention to detail
    • Motivated and eager to learn
    • You are familiar with Microsoft Office, in particular with Excel
    • Proficiency in written and spoken German and English
    • Enrolled in an academic programme recognized by the state and must have completed the first 2 years of your university studies (please attach a copy of your certificate of enrolment and state whether your internship is mandatory or voluntary)


    What we offer:

    • Duration: 6 months
    • Weekly hours: 40h
    • Start: Next possible date
    • The Internship is paid

    How to apply:

    Please send your application and certificate of enrolment:
    career-lux@universal-investment.com

    Click here  to check our data protection notice

  • 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

    Click here  to check our data protection notice

Vacancies in Frankfurt

Vacancies Krakow

  • KYC /  AML Risk Analyst

    To achieve our ambitious growth goals we are currently looking for a

    KYC / AML Risk Analyst

    Your areas of responsibility:

    • Preparing AML risk profiles of fund transactions
    • identification and evaluation of AML risks in accordance with applicable laws regulations and internal guidelines related to fund transactions
    • KYC processing of investors and business partners
    • Processing of AML-relevant questions in this context
    • Support reporting related to funds regarding AML themes
    • Communicate independently with the internal departments across UI group and the project managers in charge
       

    What you offer:

    • Ideally a degree in (business) law, business administration or economics
    • About 3 years professional experience in the investment fund industry and / or credit institution or consulting firm
    • Strong capacity for team work, motivation, reliability, resilience and service-oriented approach
    • Strong organizational skills, initiative and ability to develop independently
    • Good MS Office skills
    • Fluency in English. German language would be an asset

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Identity and Access Management (IAM) Expert

    To achieve our ambitious growth goals we are currently looking for a

    Identity and Access Management (IAM) Expert

    Your areas of responsibility:

    •  Support Operational Access Management core tasks: Filling of application, ac-cess-approval, access-deletion, access-recertification, role management, Join-er-Mover-Leaver (JML) process
    •  Establishment of a central IAM platform 
    •  Selection of the relevant tools and automation techniques
    •  Analysis and automation of process flows in IAM
    •  Support and maintenance of the automation processes
    •  Documentation, knowledge transfer and training of employees in the IAM en-vironment
    •  Be the responsible application manager of the IAM platform
       

    What you offer:

    •  Bachlor’s or Master’s degree or equivalent qualification in computer science or related subject
    •  Experience in IAM or related subjects with focus on automation
    •  Passionate about digitalization, new technologies and finance sector
    •  Excellent knowledge and understanding of IAM technology typically used within a financial services organization 
    •  Good interpersonal skills to network and communicate
    •  Client centric mindset and and customer service focus
    •  Fluent in English 
    • German language skills would be a plus
       

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Risk Manager with focus on IT Risk Management

    To achieve our ambitious growth goals we are currently looking for a

    Risk Manager with focus on IT-Risk Management

    Your areas of responsibility:

    • Ensuring the adequacy of IT risk management procedures, 
      The creation of risk overviews and assessments, 
      Conducting IT risk assessments and developing risk measures,
      The monitoring of defined key risk indicators and risk management measures,
      Setting up and maintaining the IT risk inventory,
      Close cooperation with the company's Information Security Management (ISM) department,
      Continuous further development of the operational risk management frame-work and the internal control system (ICS) applicable throughout the Compa-ny, as well as maintenance of all related documentation regarding IT risks,
      Monitoring the activities of internal and external auditors,
      Acting as the primary point of contact for all issues relating to IT risks and the associated control environment, 
      Participation in internal projects and working groups.

    What you offer:

    • university or technical college degree in information technology or IT security or comparable professional training 
      at least 3 years of professional experience in IT risk management, information security management, IT auditing or a comparable position in auditing or con-sulting 
      a strong affinity for IT and risk management topics is essential.
      familiarity with standard IT infrastructures and processes in the financial ser-vices sector, ideally at a asset management company, regulatory frameworks (e.g. (KA)MaRisk, KAIT, BAIT) and recognized standards (e.g. BSI-Grundschutz, ISO 27k or COBIT) 
      advantageous are corresponding certifications such as CRISC, CISA, CISM, CISSP, or ISO 27k auditor
      technical expertise, strong communicator, reliable, proactive, meticulous, flexi-ble, assertive and a team player.
      Combining strong analytical skills with an eye for the essentials and thinking and working holistically with a conceptual overview.
      solution-oriented approach, enjoying a high degree of freedom to act inde-pendently and on your own responsibility, and ensure transparency through proactive communication
      Strong sense of responsibility, especially regarding handling sensitive infor-mation.
      very good knowledge of German and English

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Service Desk Agent - Access Management

    To achieve our ambitious growth goals we are currently looking for a

    Service Desk Agent - Access Management

     

    Your areas of responsibility:

    •  Operational responsibility for access management core tasks: Filling of appli-cation, access-approval, access-deletion, access-recertification, role manage-ment, Joiner-Mover-Leaver (JML) process
    •  Execution and reporting of recertifications 
    •  Supporting the Central Access Managament team by coordinating authoriza-tion concepts for Universal Investment applications
    •  Supporting technical and organizational issues related to Access Management
    •  Cooperation with IT Security Solutions area and Central Access Management team
       

    What you offer:

    •  You have successfully completed vocational training or a degree in IT or busi-ness field
    •  Previous experience in a similar role within Operational Acess Management, such as IT Helpdesk, User Support, Identity and Access Management
    •  Experience working in an ITIL environment, including service request manage-ment and incident manegement
    •  Basic understanding of enterprise applications and access management de-pendencies
    •  Strong communication and stakeholder management skills, being able to work both independently and in a team
    •  Fluent in English 
    •  German language skills would be a plus
    •  Basic knowledge of project management methodologies 
    • Experience using ticketing systems, such as Jira ServiceDesk or USU is a plus
       

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Employee Authorization Management

    To achieve our ambitious growth goals we are currently looking for a

    Employee Authorization Management

    Your areas of responsibility:

    •  Take ownership of Universal-Investment’s authorization management particu-larly structuring of roles, user authorizations and related processes as well as documentation  in compliance with regulatory requirements and work effi-ciency
    •  Play a key role as we develop our standards, implementation guidelines as well as processes and tools for identity and access management  including moni-toring and regular re-certification
    • Taking into account the aspects of separation of functions and critical combi-nations of rights, you will advise on complex issues of IT security and user au-thorization administration and actively participate in the creation of user au-thorization concepts in complex application landscapes
    •  Control and prioritize tasks in user authorization management (e.g. incidents, daily business, project business) 
    •  Liase regularly with all areas and relevant stakeholders such as our IT provider, data protection officer, chief information security officer etc. 
    •  Provide regular reporting to our senior management
    •  Support departments in the maintenance/creation of user authorization con-cept
    •  Perform and manage 2nd-line controls related to identity and access man-agement Last but not least, you create comprehensive documentation and training materials for the correct handling of user authorizations
       

       

    What you offer:

    •  Demonstrated experience in user authorization management in regulated envi-ronments, preferably in financial services. Alternatively experience with an au-diting company in this field.
    •  A ‘completer-finisher’ taking accountability for ideas from inception to deliv-ery, in an environment that requires robust metrics to confirm success
    •  Knowledge of regulatory environment and implications i.a. (ideally) German BSI ORP 4 and KAIT/BAIT, or Polish Financial Supervision Authority on man-agement of IT/ ICT environment security services of supervised entities
    •  Experience in the optimization of authorization processes and the operation of a user authorization management system including technical understanding of such tool solutions
    •  You are highly familiar with heterogeneous system environments
    •  Experience with agile methods and in project management
    •  Related accreditations or certifications desirable (e.g)
    •  Structured, analytical and conceptual working methods
    •  Ability to communicate ideas, concepts and positions and to seek cooperation
    •  Fluent in English
       

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

     

  • Workday Implementation Lead

    To achieve our ambitious growth goals we are currently looking for a

    Workday Implementation Lead

    Your areas of responsibility:

    •  As Workday Implementation Lead, you are responsible for leading projects connected with implementation of new modules
    •  You will act as a key participant in developing standards and companywide best practices for eningeering complex and large-scale technology solutions for technology engineering disciplines
    •  As Workday Implementation Lead, you are proposing suitable solutions for current configuration and solving technical issues with integrations
    •  You will lead complex technology initiatives, including those that are com-panywide with broad impact
    •  You will design, code, test, debug document for projects and programs
    •  You will review and analyze complex, large-scale technology solutions for tac-tical and strategic business obejctives, enterprise technological environment and technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented technical factors
    •  You will collaborate and consult with key technical experts, senior technology teams and external industry groups to resolve complex technical issues and achieve goals
    •  You will lead any other workday-related projects, teams or serve as a peer mentor
       

    What you offer:

    •  A degree in business administration, information technology, HR and or in another revelant field
    •  5 years Workday consulting experience, either as an Internal Consultant or with a Consulting/Software Company
    •  3 years revelant experience implementing or supporting (HCM, Payroll, Time Tracking, Absence, Recruiting, Talent etc.) modules
    •  Fluent English
    •  Business analysis and requirements gathering skills
    •  A detailed-driven problem solver, with a passion for delivering exceptional levels of customer service
    •  A strong presenter with excellent verbal and written communication skills
    •  Ability and desire to learn technology quickly through a mix different mediums
    •  Resourceful and adaptable; you’ll be comfortable working remotely, utilizing a variety of tools with a high degree of autonomy
    •  You enjoy working on HR related topics and would like to contribute to the further development of the HR department with your know-how
    •  You communicate confidently in English at all hierarchical level both in writing an speaking; German knowledge would be seen as an asset
    •  Your way of working is conscientious and solution-oriented
       

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice to check our data protection notice


     

  • Reconciliation Specialist

    To achieve our ambitious growth goals we are currently looking for a

    Reconciliation Specialist 

    To achieve our ambitious growth goals we are currently looking for Reconciliation Specialist for our securities funds. 

    Your areas of responsibility:

    • Accurate data reconciliation from our accounting system and the data from our custodian for various asset classes
    • Daily contact and working closely with Custodian and internal fund accounting teams to resolve mismatches
    • Improvement of the processes
    • Other various control works
    • KPI developing and reporting
       

    What you offer:

    • Experience in fund accounting with the capital management company or custodian
    • Experience in securities funds and various asset classes as equities, bonds, FX, derivatives, dividends and CoA's
    • Interested in digitalization and new technologies
    • Excellent knowledge and understanding of enabling technology typically used within a financial services organization preferably Xentis or SimCorp Dimension
    • Outstanding interpersonal skills to network and communicate
    • Client centric mindset and superior customer service focus
    • Fluent English and German (at least B1)

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Fund Risk Manager

    To achieve our ambitious growth goals we are currently looking for a

    Fund Risk Manager

    To achieve our ambitious growth goals we are currently looking for a Fund Risk Manager with focus on Securities within Risk Management department.
     

    Your areas of responsibility:

    • Identification and analysis of liquidity-risks
    • Commenting on stress test analyses
    • Execution of market conformity check
    • Notification of voting rights to BaFin and stock corporations in accordance with the German Securities Trading Act (WpHG)
    • Continuous development of internal risk management, taking into account internal and regulatory requirements
    • Represent the Risk Management team in discussions, projects and working groups with other departments and partners
    • Prepare recurrent and ad-hoc risk reports, e.g. for risk committees and senior management
    • Acting as the point of contact for all issues relating to the risk management topics (internal and external auditors)

    What you offer:

    • At least 3 years of professional experience in risk management, familiarity with relevant European / German asset management regulations (e.g. KAGB, WPHG)
    • University degree in finance or with quantitative background or comparable professional training (nice to have) or relevant working experience • high data affinity and experience in data analysis, preferably with database-knowledge (e.g. Access, SQL, VBA)
    • Solution-oriented approach, enjoying a high degree of freedom to act inde-pendently and on your own responsibility, and ensure transparency through proactive communication
    • Highly analytical with strong attention to detail
    • Fluent in English, knowledge of German would be a plus


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Fund Accountant - Fees

    To achieve our ambitious growth goals we are currently looking for a

    Fund Accountant - Fees

    We are currently looking for a colleague to join our new Fee Processing Team that’s part of our Core Fund Accounting Department within Operations. We are responsible for German and Luxembourg’s funds portfolio and we cooperate with around 30 custodians.
     

    Your areas of responsibility:
    • Handling investment funds related invoices mainly custodians and other third parties (processing, validating, conducting payments and archiving)
    • Setting up calculation sheets for calculating and controlling fees
    • Direct contact partner for internal and external auditors
    • Involvement in process improvement initiatives
    • Involvement in implementing, structuring and optimizing new processes
    • Processing various fund events for all aspects of the fund life cycles (e.g. setting up funds, tranches and segments, handling closures, fund mergers custodian changes and fee changes)

    What you offer:

    • University degree in finance, economics or relevant professional experience
    • Professional experience in the fund accounting preferable, other experience in financial services will also be considered
    • Good understanding of financial services
    • Proficient in MS Office, especially Excel and Word
    • High technical affinity and proficiency in dealing with conventional information systems
    • Adapts quickly to changing environment, with can do attitude
    • Team player with good communication skills
    • Very good English and intermediate German

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Fund Accountant - Securities

    To achieve our ambitious growth goals we are currently looking for a

    Fund Accountant – Securities

    To achieve our ambitious growth goals we are currently looking for a Found Accountant to join our Securities Team.
     

     

    Your areas of responsibility:

    • Processing and accounting of securities transactions, loans, securities lending transactions as well as call and time deposits
    • Checking and monitoring the individual transactions
    • Quality assurance by checking and matching the internal and external items on the bank accounts
    • Processing and resolving complaints with the custodians, asset managers and internal units
    • Support in processing new fund projects and implementing new products
    • Cooperation in structuring, implementing and optimizing new processes

    What you offer:

    • Bank officer training or comparable training, supplemented where applicable by a university degree in banking studies or business management
    • Several years' professional experience in the fund accounting department of an investment management company or custodian and/or in the securities accounting department of a bank
    • Knowledge of the interaction between an investment company,
      custodian & customer
    • Previous experience with Asset Managers, different contracting parties, brokers, third party banks, payment agents, etc.
    • Knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.)
    • Knowledge of setting up transaction models (Advisory, Outsourcing)
    • Knowledge of the implementation and the settlement of commercial transactions
    • Proficient in MS Office (in particular Excel) and conventional information systems;
    • Very good knowledge of English (in writing and speaking)



    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Tax Compliance Monitoring Specialist

    To achieve our ambitious growth goals we are currently looking for a

    Tax Compliance Monitoring Specialist

    For our Corporate Tax Department and Product Tax Department we are looking for a Tax Compliance Monitoring Specialist. In this role you would support both teams in monitoring tax compliance duties of a large range of companies worldwide. 
     

     

    Your areas of responsibility:

    • Monitor the filing processes of all tax declarations in the UI-group- and real-estate companies in the funds managed by Universal
    • Support Corporate and Product Tax in implementing controls
    • Communication with external tax advisors and asset managers worldwide
    • Drive optimization and improvement of tax compliance status reports and monitoring processes

    What you offer:

    • Master`s degree in Economics, Finance, Business Administration or comparable education – focus on taxes would be a plus
    • 2-4 years of tac experience, ideally in a dynamic and international corporate environment
    • High affinity for the use of technical solutions and dealing with big data volumes
    • Strong financial, analytical and problem-solving skills and a structured and diligent way of working
    • Independent mindset with high service orientation
    • Very good knowledge of MS Office, especially Excel
    • Fluent in English, German would be an asset

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Fund Accountant -  Income Specialist

    To achieve our ambitious growth goals we are currently looking for a

    Fund Accountant – Income Specialist

    To realize our ambitious goals we are looking for a fund accountant to join our Corporate Actions and Interests team in Core Fund Accounting department within Operations.
     

     

    Your areas of responsibility:

    • Recording and posting of income payments (including dividends, coupons, interest, withholding tax refunds and payments in connection with term loans and class action)
    • Processing, controlling and booking of existing commissions as well as monitoring of the corresponding incoming payments
    • Contacting with clients, custodians and our Asset Managers for operational is-sues
    • Reconciliation of internal and external positions of bank accounts
    • Processing of SWIFT deliveries MT940 / 950
    • Taking part in process improvement initiatives and implementation of new processing services
    • Booking and controlling of share subscriptions/redemptions, transfers and conversions
    • Responsibility for other daily processing services

    What you offer:

    • Experience in fund accounting area ideally from investment management company or custodian and/or in the securities accounting / income department of a bank
    • Previous experience with Asset Managers, different contracting parties, brokers, third party banks, transfer agents, etc.
    • Knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.)
    • Very good knowledge of MS Office and its applications
    • Very good English skills, German would be advantageous
    • University degree in finance, economics or business management would be advantageous

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Business analysis and intelligence reporting Specialist

    To achieve our ambitious growth goals we are currently looking for a

    Business analysis and intelligence reporting Specialist

    To achieve our ambitious growth goals, we are currently looking for a forward-thinking individual in the field of Business Analysis and Business Intelligence. Reporting is more than just reporting! It is a figurehead and a major reason why customers choose us - and stay. You can become part of it!
     

     

    Your areas of responsibility:

    • Gather customer requirements and translate them into actionable tasks,
    • Design of BI-Reports and Dashboards according to clients needs and requirements across all asset classes
    • Optimize and further develop existing reports and data interfaces
    • Coordinate the development and independent execution of tests and support during the commissioning
    • Collaborate closely with internal and external customers & stakeholders, reporting and IT colleagues
    • Participating in projects using agile methodologies

    What you offer:

    • 3 years' experience in business analysis, solution design, change & implementation or consulting activities and corresponding data flows
    • Understanding of asset administration/financial services industry
    • Excellent analytical, conceptual and problem-solving skills
    • Ability to work independently and proactively in virtual teams
    • Very good knowledge in
    • Microsoft SQL Server Reporting Services (SSRS)
    • Microsoft Visual Studio - nice to have
    • Oracle SQL (complex Statements incl. aggregations, partitions, function calls; nice to have: PL/SQL basics)
    • Microsoft Power BI (incl. Power Query) - nice to have
    • Azure DevOps (for Repository, User Stories, Build Pipelines) - nice to have
    • Willingness to take ownership and work in a self-reliant way
    • Fluent in English (German language skills would be a plus)

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Legal Specialist

    To achieve our ambitious growth goals we are currently looking for a

    Legal Specialist

    For our Securities Legal Team that’s part of Legal Fund Governance we are looking for Legal Specialist to join our Legal Fund Governance department to take responsibility of contracts administration.
     

     

    Your areas of responsibility:

    • Processing of requests and subjects related to Exchange Traded Derivatives (ETD)
    • Coordination of the initiation, execution and administration of Give-up Agreements for our German and Luxembourg domiciled funds (UCITS and AIF)
    • Cooperation with internal units in Germany, Luxembourg and Ireland clearing and executing brokers as well as other international partners on an individually-responsible and independent basis
    • Cooperation within the framework of fund projects
    • Participating in documentation of business requirements and testing of new processes and systems

    What you offer:

    • University degree in financial economics or other related field
    • Professional experience in the fund administration or legal department of an investment management company or comparable organization (e.g. custodian) would be an asset
    • Good comprehension of and affinity for legal matters
    • Strong analytical and numerate skills with ability to work to a high standard of accuracy, dependability and thoroughness
    • Interested in improving processes
    • Highly motivated, structured and methodical with high level of self-initiative, energy and flexibility
    • Proficient in MS Office, especially Excel, Word and Access. Of advantage - knowledge and experience with the FIA TECH Docs Platform (electronic give-up agreement and documentation system).
    • Fluent English, good knowledge of German beneficial

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Performance Fee Analyst

    To achieve our ambitious growth goals we are currently looking for a

    Performance Fee Analyst

    To achieve our ambitious growth goals we are currently looking for
    a Performance Fee Analyst to join our Performance Analysis team that’s part
    of the Reporting department.
     

    Your areas of responsibility:

    • Calculation of performance fees and setup of calculation models
    • Contract review with regard to the feasibility of performance fee models
    • Creation of concepts and implementation of projects for the further development of the services
    • Support for customers and employees with regard to performance fees

    What you offer:

    • Master’s degree or equivalent qualification in Finance, Economics, Mathematics or Computer Science
      Several years of professional experience in performance analysis or comparable tasks in financial services
    • Good knowledge of the investment products and relevant markets as well as the key figures and concepts associated with performance fee calculation (calculation of TWR, MWR and gross performance, IRR, index and benchmark calculations)
    • Fluent in English; German on B2/C1 level
    • Strong communication skills with the ability to discuss and align with clients and external partners
    • Proficient in MS Office (in particular Excel) and conventional information systems
    • Experience in Excel-VBA, Power Query, Microsoft Power BI would be a plus
    • Service orientation, paired with a solution-oriented attitude
    • Organizational strength, resilience and the ability to work in a team

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Project & Process Analyst

    To achieve our ambitious growth goals we are currently looking for a

    Project & Process Analyst 

    To achieve our ambitious growth goals we are currently looking for a Project & Process Analyst to join our Business Projects & Process Excellence Team. The aim of the team is to work closely with various teams on projects that enhance business processes, improve reliability, increase simplicity and enable growth. As a member of this team you will provide end to end assistance for the new projects within operational teams and be able to get experience in different departments. The team has an exposure on all aspects of our company's daily activities. In this role you will take part in various projects, process optimization, process transfer as well as ensure the efficient daily operations of a company. 
     

    Your areas of responsibility:

    • Provide an end to end assistance for new projects
    • Managing initial activities including setting up SOP’s, tasks & systems
    • Assisting with the implementation of new processes and procedures
    • Supporting project managers with project-related tasks
    • Supporting various teams in performing day-to-day operations activities in dif-ferent departments to ensure sucesfull project delivery
    • Optimizing operational processes and procedures for maximum efficiency while maintaining quality standards
    • Identifying ways to improve customer experiences
    • Interacting with customers and suppliers, answering questions, and resolving issues
    • Tracking and reporting on operational performance
    • Maintaining policy and procedure documents

    What you offer:

    • University degree in banking, economics, business management or related field of study
    • Good knowledge of the investment products and relevant markets as well as the key figures and concepts associated with performance fee calculation (calculation of TWR, MWR and gross performance, IRR, index and benchmark calculations)
    • Fluent in English ; German on B2/C1 level;
    • Strong communication skills with the ability to discuss and align with clients and external partners
    • Proficient in MS Office (in particular Excel) and conventional information systems
    • Experience in Excel-VBA, Power Query, Microsoft Power BI would be a plus
    • Service orientation, paired with a solution-oriented attitude
    • Organizational strength, resilience and the ability to work in a team

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • C# Full-Stack Developer

    To achieve our ambitious growth goals we are currently looking for a

    C# Full-Stack Developer 

    Digital Transformation is one of Universal-Investment’s strategic pillars to become the leading European fund service platform for all asset classes. As part of our Software-Development team we are looking for a forward-thinking individual in the field of Software Development to deliver considerable business impact. In this role, you will work in a multidisciplinary team to design and develop solutions through applications of Web, Cloud and other digital technologies.
     

    Your areas of responsibility:

    • Designing, developing and maintaining of ASP.NET-Core Web-APIs, Micro-services and Windows-Services.
    • Revising, improving and extending existing solutions
    • Analyzing development requests and agreeing the objectives with the clients
    • Performing unit testing and other quality assurance activities.

    What you offer:

    • Several years of experience as a developer on the Microsoft-.NET-Stack
    • Very good programming skills with .NET / C#
    • Ideally experienced with web development topics (KnockoutJS, HTML 5, CSS, XML, XSLT, JavaScript/TypeScript, JQuery, AJAX) and web-based Microsoft.NET development technology (ASP.NET WebAPI)
    • Experienced in the use of Development and CI/CD tools and environments, such as Visual Studio, Azure DevOps / TFS, Git
    • Good knowledge of SQL Server (SQL Queries, SSRS) and Oracle
    • A high level of commitment, flexibility and reliability
    • Fluent in English, German language would be beneficial
    • Master/Bachelor of Computer Science or equivalent working experience


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Application Manager D.3

    To achieve our ambitious growth goals we are currently looking for a

    Application Manager D.3

    Your areas of responsibility:

    • Active design of the optimization and further development of the application d.3 (d.velop)
    • Maintenance of the application/ensuring availability and functional reliability
    • Ensuring compliance with regulatory requirements (KAIT)
    • Authorization design and administration
    • 2nd level support for the fund management system
    • Independent project work or project management in the implementation of coordinated, comprehensive measures in connection with the application d.3

    What you offer:

    • Very good knowledge of the administration and configuration of document management systems (DMS), ideally the application d.3 from (d.velop)
    • Project management skills
    • Quick comprehension and excellent communication skills
    • Goal-oriented conceptual skills
    • Well-founded general IT background including SQL and scripting skills
    • Fluent English


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Splunk Engineer

    To achieve our ambitious growth goals we are currently looking for a

    Splunk Engineer

     

    Your areas of responsibility:

    • Implementation of data access, data representation, and data analysis tools using Splunk
    • Work within individual themes with our IT service departments according to their specific needs and goals in the implementation of the respective Splunk data monitoring.
    • Create target-oriented log analysis for our business infrastructure
    • Support Splunk infrastructure consisting of server architecture, configuration, and user administration
    • Support the connection of different data sources
    • Develop, test and install apps
    • Analyze data in reports, dashboards and alerts
    • Create, implement and document security use cases to react adequately to the constantly changing security threats, work on creation of security reports

    What you offer:

    • Few years of experience working successfully with Splunk
    • Experience in Windows/Unix, network, scripting languages, databases
      and analytical tools
    • Experience with data processing and visualization
    • Experience in Splunk deployment designs (nice to have)
    • Experience with BigData (nice to have)
    • Splunk Certifications (nice to have)
    • Good knowledge of English



    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • IT Solution Architect

    To achieve our ambitious growth goals we are currently looking for a

    IT Solution Architect 

    To achieve our ambitious growth goals we are currently looking for an IT Solution Architect to strengthen our IT Solution Architecture capabilities. In this role you will help us design and implement innovative technical solutions which allow us to constantly improve our customer-facing IT services.
     


    Your areas of responsibility:

    • Analyze business requirements, business processes and data flows, and transfer into technical solution concepts
    • Design and evaluate IT architecture solutions, realizing the business architecture and in alignment with the business strategy, objectives and vision
    • Technical consulting for the business units, coordination and cooperation with the IT departments
    • Contribute to the overall IT architecture documentation
    • Support IT projects in the role of a IT project manager and/ or providing the architectural point of view to projects
    • Quality assurance and testing of IT solutions
    • Contribute to the UI IT strategy and strategic roadmap, evaluate and recommend future-oriented IT architecture solutions taking into account security aspects as well as IT innovations
    • Incite alignment and knowledge sharing between all relevant stakeholders

    What you offer:

    • Master’s degree with focus in information technology (Computer Science etc.) or equivalent qualification
    • Several years of relevant professional experience in the area of IT solution architecture, ideally in the financial services industry
    • Profound skills in business analysis and design of technical solution concepts including software and backend architecture, data structures and interfaces paired with knowledge of current technological and methodological developments
    • Experience as IT project manager with knowledge of common and agile software development processes
    • Familiar with IT governance, IT infrastructure, IT/cyber security as well as relevant regulatory frameworks
    • Certificates in frameworks (such as TOGAF or ITIL are welcome
    • Strong analytical and conceptual skills combined with strategic, proactive, entrepreneurial thinking
    • Very good communication and moderation skills as well as a high client
      and service orientation
    • Understanding of the business processes, systems and technologies used
      by a fund administration company is a plus
    • Fluent in English, German language skills are a plus



    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Facility Manager

    To achieve our ambitious growth goals we are currently looking for a

    Facility Manager

    To achieve our ambitious growth goals we are currently looking for an experienced Facility Manager to join our Internal Organization team. We are responsible for sup-porting the business by creating and maintaining a top-class working environment and provision of administrative processes and tools for employees across the UI organization in Germany, Luxembourg, Poland and Ireland.
     


    Your areas of responsibility:

    • Space and occupancy planning within the areas rented by UI, incl. coordination of relocations and ensuring compliance with health and safety requirements
    • Represent and lead work streams in group-wide ongoing office/facility projects
    • Create and update internal guidelines and procedures
    • Manage process control and monitoring activities, ensuring the informational basis for the identification, assessment and management of risks
    • Identify opportunities to improve processes and workflows to increase efficiency and quality
    • Planning, monitoring and controlling costs versus budget in relation to the business operations. These mainly include real estate costs (e.g. rental agreements), service agreements with external service providers and other costs
    • Provide support in the resolution of audit findings and ensure timely closure
    • Supporting Head of Internal Organization in the planning and implementation of special tasks

    What you offer:

    • English language on at least at B2 level;
    • Experience in Office/Facility Management
    • Experience with office space planning including space allocation, modifications and construction and coordinating moves;
    • Organizational skills and the ability to work autonomously with accuracy
      and attention to detail;
    • Strong problem solving skills;
    • Excellent stakeholder management and communication skills;



    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • MS Dynamics CRM Developer

    To achieve our ambitious growth goals we are currently looking for a

    MS Dynamics CRM Developer

    To achieve our ambitious growth goals we are currently looking for a MS Dynamics CRM Developer to join our Software Development department. Microsoft Dynamics 365 is our core platform to support our sales and marketing teams, interact with our customers and business partners in the financial industry and support key internal processes. As a member of our software development team you will develop solutions, business processes, plug-ins and workflows based on the Dynamics XRM platform. The team is spread across Frankfurt and Cracow and works according to agile and up-to-date development standards.


    Your areas of responsibility:

    • Designing and developing new solutions, data models, workflows, plug-ins, dashboards and reports within the Microsoft Dynamics 365 CRM system.
    • Revising, improving and extending existing solutions
    • Analyzing development requests and agreeing the objectives with the clients
    • Performing unit testing and other quality assurance activities.

    What you offer:

    • Several years of experience as developer in Microsoft Dynamics 365, 8.x, 9.x
    • Ideally knowledge of Microsoft Dynamics 365 Online and experience with migration from on-premise to online
    • Very good programming skills - .NET / C#
    • Good knowledge of web development topics (KnockoutJS, HTML 5, CSS, XML, XSLT, JavaScript/TypeScript, JQuery, AJAX) and web-based Microsoft.NET development technology (ASP.NET WebAPI)
    • Good knowledge of SQL Server (SQL Queries, SSRS)
    • High level of commitment, flexibility and reliability
    • Fluent in English, German language would be beneficial
    • Master/Bachelor of Computer Science or equivalent working experience


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • RPA Technical Architect

    To achieve our ambitious growth goals we are currently looking for a

    RPA Technical Architect

    To achieve our ambitious growth goals, we are currently looking for an RPA Technical Architect to join our RPA Emerging Technology team. Our team automates daily work processes and designs, develops, implements, maintains and supports Robotic Process Automation (RPA) solutions with Blue Prism.


    Your areas of responsibility:

    • Technical Application Owner for Blue Prism (TAO)
    • Continuous further development of guidelines for RPA (Blue Prism) as well as evaluation of RPA trends
    • Application design of RPA applications (Robots) in collaboration with Blue Prism implementers.
    • Technical conception, coordination and configuration of the scheduling of the robots incl. initial and continuous QA of the robots
    • Design and implementation of reusable Blue Prism business objects (e.g. access to business applications, interfaces, logging, etc.)
    • Training and coaching of Blue Prism implementers
    • Authorization conception and administration of Blue Prism
    • Central coordination of Blue Prism releases and releases of business applications accessed by robots.
    • Test planning/coordination and test support for Blue Prism release rollouts.
    • Creation of test cases for the availability and performance of the Blue Prism infrastructure
    • 2nd level support for business users

    What you offer:

    • Few years professional experience in the IT environment
    • Degree in business informatics, industrial engineering or in mathematical/scientific/technical disciplines preferred
    • 1-2 years of professional experience with and in-depth knowledge of RPA, esp. in IT design of RPA processes with a special focus on:
      - embedding in an existing IT infrastructure/application landscape
      - robustness, reusability, extensibility, maintainability
    • Practical experience with the RPA platform Blue Prism
    • Hands-on experience in designing and establishing RPA design and implementation guidelines.
    • Desirable experience in establishing RPA governance frameworks taking into account:
      - regulatory requirements
      - requirements from information security, data protection and data governance
    • 1-2 years of professional experience in application management, especially test and release management
    • Very good English, German is a plus



    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Internship

    To achieve our ambitious growth goals we are currently looking for

    Interns

    Due to dynamic growth of Universal-Investment we’re looking for students who will help us to drive our business forward while having a chance to become
    a crucial part of our day-to-day operations.

    If you are interested to see how it is to work for the leading European fund company and would like to start your career, then we love to hear from you.

    We are offering internships in varous teams – KYC, Fund Operations, Portfolio Management Oversight, Tax, Human Resources and others.
     


    Your areas of responsibility:

    • Student status for at least 6 months of internship duration
    • Availability for min. 20 hours/week between 9-17.
    • English language on B2 level (German language will be an asset)
    • Interest in the financial industry
    • Drive to learn, curiosity, agility and high sense of responsibility

    What you offer:

    • competetive salary
    • 12 months long internship in one of the various teams at UI (KYC, Fund Operations, Portfolio Management Oversight, Tax, HR and others)
    • contract of mandate (umowa zlecenie)
    • medical package (Luxmed)


    What we offer:

    You will work in the beautiful office in the heart of Krakow (next to Galeria Krakowska). You will be supported by your direct line manager, a buddy and an HR team – they are all there for you throughout your internship to answer any questions you might have. With Universal not only you will have an opportunity to experience working in a dynamic and fast-growing company but will also have a chance to learn from experienced and knowledgable industry leaders. As a crucial member of our team, you will take part in all team’s activities, also outside of direct work.

    Who we are:

    Universal-Investment is one of the leading European fund service platforms
    and Super ManCos, with 719 billion euros in assets under administration.
    With our solutions for institutional investments, white label funds, alternative investments, real estate and portfolio management using rules-based investment strategies, Universal-Investment offers institutional investors
    and asset managers efficient administration as well as ManCo services, solutions for structuring their funds, securities and alternative investments, complemented by state-of-the-art risk management.

    As a full-service provider, we create added value for our clients from our offices in Frankfurt am Main, Luxembourg, Krakow and Dublin. We work with about 400 asset managers and 33 custodian banks around the world, enabling us to offer
    a unique range of options for our partners. Join our team of over 1000 employees and grow your career with us!

    Discover the universe of opportunities with Universal-Investment!


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Business Analyst SAP

    To achieve our ambitious growth goals we are currently looking for a

    Business Analyst SAP

    To achieve our ambitious growth goals we are currently looking for a SAP Business Analyst who will review, analyze and evaluate business systems
    and user needs for SAP and add-on modules, e.g. Ascavo or AFI.
     


    Your areas of responsibility:

    • Main contact for business related changes & initiatives of our SAP platform
      for Real Estate Fund Accounting All.Fonds
    • Business related configurations in SAP All.Fonds module
    • Setup of business requirements for broader changes
    • Coordination with IT and internal stakeholders
    • Ensure up-to-date regulatory documentation
    • Initiate and coordinate/support project work focusing on SAP All.Fonds
    • Support the process of Change Request management and general process support

    What you offer:

    • At least 3 years' experience in business analysis role, Business Analysis Certifications (CBAP/CCBA) desirable
    • 3 years' experience with SAP configuration, ideally within FX module, All.Fonds module desirable
    • Understanding of financial services industry and accounting
    • Experience in business analysis, solution design, change & implementation
      or consulting activities and corresponding data flows
    • Ability to act as link between Operations teams and system/IT
    • Excellent analytical and problem-solving skills
    • Ability to work independently and proactively
    • Fluent English, German would be of benefit
    • Knowledge of MS Office, MS Visio and business analysis tools



    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • IT Provider Manager

    To achieve our ambitious growth goals we are currently looking for a

    IT Provider Manager

    o achieve our ambitious growth goals we are currently looking for an IT Provider Manager to join our IT Portfolio Management team. We are responsible for the overall steering of Universal-Investment’s portfolio of IT services including the management of third party IT providers
     


    Your areas of responsibility:

      Strategic IT Provider Management:
    • Actively manage the portfolio of third party IT providers
    • Define and execute IT Provider Management Governance
    • Maintain the IT provider and contract database
    • Contribute to the yearly IT strategy & budget planning

      Sourcing & Procurement:
    • Ensure regulatory requirements in IT outsourcing arrangements and compliant IT contracts
    • Consult on Requests for Proposal
    • Negotiate contracts with IT providers with focus on content

      IT Provider Management:
    • Actively manage third party IT provider relationships
    • Support the IT service delivery teams in the provider performance management based as well as in the ongoing budget control
    • Take care of escalation & claim management

      IT Outsourcing Controlling:
    • Assess adequacy of internal control systems
    • Assess adherence to regulations
    • Monitor SLA, IT contract fulfillment and satisfaction

    What you offer:

    • Master’s degree with focus in information technology (Computer Science etc.), business administration or equivalent qualification
    • Several years of professional experience in the area of IT provider management, ideally in the financial services industry,
    • Track record in strategic IT provider and portfolio management, definition
      and monitoring of IT outsourcing and service level agreements, provider performance and escalation management
    • Experience in contract management, procurement and budgeting for third party IT services
    • Knowledge of regulatory requirements and governance for IT outsourcing
      in the financial services sector analytical and conceptual skills combined
      with excellent communication and organizational skills
    • Fluent in English, German language skills are a plus



    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  •  Full-Stack Software Developer - Emerging Technology & Digital Solutions  

    To achieve our ambitious growth goals we are currently looking for a

    Full-Stack Software Developer - Emerging Technology
    & Digital Solutions

    Digital Transformation is one of Universal-Investment’s strategic pillars to become the leading European fund service platform for all asset classes. As part of our Emerging Technologies team we are looking for a forward-thinking individual in the field of Software Development to deliver considerable business impact. In this role, you will work in a multidisciplinary team to design and develop solutions through applications of Web, Cloud and other digital technologies.


    Your areas of responsibility:

    • Support ideation to design new digital solutions for business problems alongside our agile digitalization process
    • Implement innovative software applications using latest technologies from prototype to MVP
    • Collaborate closely with internal customers & stakeholders, and with other tech teams
    • Gather customer requirements and translate them into actionable tasks
    • Participate in projects using agile methodologies, optionally support as Scrum Master
    • Build up and share know-how, support architectural reviews and provide technical guidance to other projects
    • Support in creating a governance for the software development life cycle
      from architecture to testing during the inception phase of the Emerging Technologies team members

    What you offer:

    • Master/Bachelor of Computer Science or equivalent
    • 5+ years of relevant work experience in professional software development and design patterns, application lifecycle management, and common software architectures.
    • Solid understanding of modern DevOps and CI/CD practices
    • Excellent experience in C#, ASP.NET Core, ASP.NET MVC, JavaScript, TypeScript, Angular, React or VUE.JS
    • Good practical experience in working with Microsoft Azure
    • Broad knowledge of modern tech stacks and frameworks, such as Microservices, Containers, SQL/NoSQL databases
    • Strong understanding of Agile development best practices
    • Passionate about software development, new technologies and digitalization
    • Willingness to take ownership and work in a self-reliant way
    • Fluent in English, (German language skills would be a plus)
    • EU work permit required

    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Investment Controller

    To achieve our ambitious growth goals we are currently looking for a

    Investment Controller

    To achieve our ambitious growth goals we are currently looking for a Investment Controller to join our Operational Controlling, Investment Controlling team. We are responsible for all questions regarding the investment limit check of all our mandates.
     


    Your areas of responsibility:

    • Daily limit checks for all UI and assigned insourcing mandates
    • Surveillance of reduction of identified breaches incl. escalation procedure
    • Contacts with asset managers, portfolio managers and custodians
    • Legal and internal reporting concerning investment limits
    • Quality assurance of ongoing processes

    What you offer:

    • Master’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject
    • Experience in a similar position (KVG or custodian)
    • Knowledge of European investment regulations (i.e. Germany, Luxemburg, Austria)
    • Outstanding interpersonal skills
    • Detail-oriented with ability to work under pressure
    • Fluent in English, very good German language skills



    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Client Solutions Analyst

    To achieve our ambitious growth goals we are currently looking for a

    Client Solutions Analyst

    To achieve our ambitious goals we are looking for you to support our “Securities Product Solutions Team”. In this role you will mediate between the Sales and Relationship Management Team and the operational units. Currently we have
    a vacancy for a qualified Client Solutions Analyst.
     


    Your areas of responsibility:

    • Steering and monitoring of projects for institutional and retail funds in order to ensure in-time and in-quality delivery
    • Creation of fund related documents
    • Issuing and changing fund related investment guidelines
    • Support of on- and offboarding of Asset Managers / Advisors
    • Managing of static data changes, i.e. fee adjustments, data provider services
    • Collaboration within the department and across company
    • Support clients and internal departments in handling non-standard requests
    • Provide ideas for processes improvement, document processes if required

    What you offer:

    • Excellent university degree in business administration, finance, law, economics or related field of study
    • Minimum 3 years of experience in the financial industry, either in a project management or an operational role
    • Organizational and project management skills, incl. proven experience in project management and/or contract management is of advantage
    • Strong communication skills with the ability to discuss and align with clients and external partners
    • Excellent analytical and problem-solving ability
    • Service orientation, paired with a solution-oriented attitude
    • Dedicated team player
    • Fluent in English in word and writing;
    • German on B2/C1 level
    • Any additional language is considered as an asset


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Specialist Legal & Regulatory Reporting

    To achieve our ambitious growth goals we are currently looking for a

    Specialist Legal & Regulatory Reporting

    To achieve our ambitious growth goals we are looking for a Specialist Legal
    & Regulatory Reporting (m/f/d) based in Krakow
     


    Your areas of responsibility:

    • You will join our team Legal & Regulatory Reporting that provides reporting to a wide range of investors as well as regulatory authorities (BaFin, European Central Bank, CSSF)
    • Production of EET (European ESG template) in accordance with SFDR regulation
    • Production of other ESG-related reporting
    • Quarterly production of Money Market Fund reporting and submission to the German regulatory agency (BaFin)
    • Production of regulatory reporting for German saving banks by complying with ESG standards
    • Responsibility for accuracy and timeliness of reporting
    • Communicating with clients and regulatory authorities (in English and German), including responding to client queries
    • Active contribution to projects in the area of Regulatory Reporting
    • Control and alignment of internal and external positions with the statements
      of the custodian and clearer accounts
    • Assisting with processing Margins and EMIR notifications
    • Regular contact with custodians, clearers, counterparties as well as advisors and asset managers for operational issues, complaints handling and delivery formats
    • Maintaining documents for internal departments and internal and external auditors
    • taking part in implementation of new processes and process improvement initiatives as well as new fund project

    What you offer:

    • Bachelor’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject
    • At least two years experience in regulatory reporting or in similar area (e.g. regulatory compliance, client reporting or advisory)
    • Knowledge of SFDR related regulations; basic knowledge of MiFID
    • Knowledge of ESMA regulation for Money Market funds
    • Working experience in area of asset management or accounting for investment funds, preferably gained at an investment management company, asset management firm, custodian bank or advisory firm
    • Understanding of and interest in asset management industry and it’s regulatory environment
    • Flexible team-player with strong interpersonal and communication skills
    • Strong analytical skills; able to quickly dive into the details, structure them and draw conclusions
    • Process- and solution-oriented mindset with strong customer service focus
    • Strong MS Excel skills; knowledge of Xentis is a plus
    • Fluent in English
    • Advanced in German and willing to develop German language skills



    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Middle Office Transaction Manager

    To achieve our ambitious growth goals we are currently looking for a

    Middle Office Transaction Manager

    To achieve our ambitious growth goals we are looking for a Middle Office Transaction Manager (m/f/d) based in Krakow
     


    Your areas of responsibility:

    • Daily contact and working closely with front office, clients, brokers, custodians and fund accounting to resolve trade related enquiries, trade discrepancies settlement issues and collateral margin call handling
    • Monitoring trades to ensure timely settlement including pre-matching, cancelling and re-booking of trades;
    • Handling of securities, collateral, repo and lending trades (instructions, fail reports, communication with brokers, custodians, asset managers)
    • Trade monitoring and matching via DTCC CTM; SSI administration via ALERT
    • Processing Collateral in our In-house Collateral Management System
    • Posting of collateral-movements and collateral-interest in the fund accounting system XENTIS, including Reconciliation
    • Recon EMIR (platform: TriOptima)
    • Collateral Dispute Handling
    • Involvement in implementing, structuring and optimizing new processes
    • Driving implementation of digital initiatives and transformation projects
    • Optimize processes for daily transaction Management for Securities Instructions and collateral management process workflows

    What you offer:

    • University degree in financial economics or other business related areas
    • Experience in Middle Office functions (Settlement, Cash payments, collateral management)
    • Excellent written and verbal communications skills
    • Strong analytical skillset and attention to details, solution orientation
    • Previous experience with Asset Managers, different contracting parties, brokers, third party banks, payment agents
    • Knowledge of OTC Derivatives
    • SWIFT knowledge
    • Technical affinity and proficiency in dealing with conventional information & data systems
    • Fluent in spoken and written English
    • Proficient with DTCC CTM(Omgeo) DTCC ALERT, MS Office, especially Excel and Power Point


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Specialist Forex/OTC Derivatives/ Exchange Traded Derivatives Processing

    To achieve our ambitious growth goals we are currently looking for a

    Specialist Forex/OTC Derivatives/ Exchange Traded Derivatives Processing

    To achieve our ambitious growth goals we are looking for a Specialist Forex/OTC Derivatives/ Exchange Traded Derivatives Processing (m/f/d) based in Krakow
     


    Your areas of responsibility:

    • All tasks arising in the group are carried out correctly, on time and economically are completed
    • All existing organizational, work instructions and activity descriptions are known and followed
    • The flow of information within the department/group and to other parts of the company functions smoothly and good cooperation is ensured overall
    • The supervisor has a sufficient overview of the development and specifics of the main activities at all times
    • The desired quality of work is achieved and responsibility is taken for it
    • Controls of the work results take place within the team
    • Timely escalation to the supervisor takes place
    • The timely processing of all work arising within the group is ensured
    • Proper performance of all activities specified in the job descriptions; only parts of the designated tasks may also be performed as a result of the supervisor's instructions
    • Processing of foreign exchange transactions and monitoring of settlement processes (payment instruction and monitoring of cash receipts)
    • Coordination work with internal departments
    • Regular contacts with custodian banks including processing of complaints
    • Quality assurance by monitoring the bank accounts of the transactions concerned
    • Assistance in the implementation of new products and new funds
    • Participation in the professional and technical development of the assigned tasks
    • Creating suggestions for improvement and concepts; accompanying testing and implementation in production
    • Supporting colleagues in case of bottlenecks
    • Assumption of special tasks / projects
    • Ongoing information of the group management about special technical events
    • Duty to inform , e.g. Xentis errors - also across tables, about projects, about necessary reassessments
    • Mutual representation within the group (if reasonable and possible)
    • Monitoring and control of all relevant mailboxes
    • Monitoring and control of STM, Scan Solution, interfaces
    • Monitoring and control of timely filing in DMS
    • Monitor and control all relevant matching masks in Xentis

    What you offer:

    • University degree in financial economics or other business related areas
    • Strong analytical skillset and attention to details, solution orientation
    • Knowledge of OTC Derivatives
    • Technical affinity and proficiency in dealing with conventional
      information & data systems
    • Fluent in spoken and written English
    • Xentis knowledge


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Employee Annual Reports/ Reporting

    To achieve our ambitious growth goals we are currently looking for a

    Employee Annual Reports / Reporting

    To achieve our ambitious growth goals we are currently looking for an Employee to join our Team Annual Reports, part of the Reporting.
     


    Your areas of responsibility:

    • Preparation, refinement and distribution of the annual/semi-annual reports in German language
    • Accompaniment and coordination of the reports with internal and external contacts
    • Publication of the reports in the electronic Federal Gazette and on our Homepage
    • Independent and autonomous further development of the associated process-es, which becomes necessary due to amendments to the law or changes in business policy
    • Representation of the topic to internal and external partners, for whom you are responsible for the service and quality of our service

    What you offer:

    • Fluent in German
    • Professional experience in an investment company or a custodian bank with
      a focus on annual financial statements of investment funds is an advantage
    • In addition to professional competence, you convince with a high level of ini-tiative, a very careful way of working, organisational strength, resilience and the ability to work in a team.
    • Client centric mindset and superior customer service focus
    • Knowledge of the MS Office package, especially Excel. Ideally you have experi-ence with the accounting system XENTIS and/or SAP
    • Master’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Real Estate Interface Manager

    To achieve our ambitious growth goals we are currently looking for a

    Real Estate Interface Manager

    To achieve our ambitious growth goals, we are currently looking for an additional col-league to join us in the Real Estate Management Team.
     


    Your areas of responsibility:

    • Collaborate internally to ensure internal data flow to serve our systems and allow correct and complete reporting;
    • Perform requiring engineering
    • Support IT developers to transform existing real estate business processes into applications
    • Describe data flows and create mapping to allow developers to technically execute requests;
    • Test, approve and document the created interfaces
    • Participate in IT projects involving data processing

    What you offer:

    • Degree in industrial or IT engineering, business management or comparable professional training
    • Know How of processes in capital management company
    • Experience in the IT projects
    • Knowledge about Real Estate sector welcome
    • Quick apprehension regarding IT systems and data flows
    • Interest to support digitalization projects
    • Interpersonal skills to foster collaboration with external and internal partners
    • Fluent in English; knowledge of German language appreciated


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Corporate Accountant

    To achieve our ambitious growth goals we are currently looking for a

    Corporate Accountant

    To achieve our ambitious growth goals we are currently looking for a qualified full-time Corporate Accountant (m/f/d) to start as soon as possible.
     


    Your areas of responsibility:

    • Support fund accounting of real estate funds
    • Processing of selected booking entries in close cooperation with fund accountant
    • Coordination and control of the accounting service providers as well as General Partners of the investments, including collection of the necessary data and information as well as their proper preparation and further processing;
    • Checking accounting data provided by external partners via reporting packages for real estate companies and real estate direct holding
    • Ensure quality of provided data in close cooperation with the external partners
    • Prepare reports and reconciliations
    • Support year end closing of real estate funds
    • Close cooperation with external partners (e.g. custodians, General Partners, investors and asset/real estate managers) and internal departments (e.g. Reporting, Portfolio Management, Alternative Operations and Real Estate);
    • Project work

    What you offer:

    • Experience as a Corporate Accountant with knowledge of international accounting GAAPs;
    • Knowledge in accounting of real estate and real estate companies is a plus
    • Strong ethics. You value your integrity and you show commitment and ownership towards your personal and your team’s tasks;
    • An open mind with a getting-things-done attitude;
    • Good understanding of Microsoft Excel and Outlook applications;
    • Ability to work both independently and as part of a team;
    • Fluent in English, both spoken and written. An understanding of German is an asset;
    • Xentis and/or SAP experience is a plus


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Pricing Data Specialist

    To achieve our ambitious growth goals we are currently looking for a

    Pricing Data Specialist

    We are currently looking for Pricing Data Specialist to join our Pricing Data Team, part of Data Management Operations Department.
     


    Your areas of responsibility:

    • Preparing market data and valuation prices for securities, options, futures, currencies and (optional) OTC derivatives,
    • Checking the prices provided by custodians and data suppliers,
    • Supporting the colleagues in all tasks concerning the theme of valuation prices for instruments used for NAV Calculation of the funds
    • Ensure that processes are delivered efficiently and effectively as well as gov-erned appropriately
    • Involvement in implementing, structuring and optimizing new processes and digitalization as well as development of assigned tasks.

    What you offer:

    • University degree in banking studies, business management or finance,
    • Few years professional experience in the securities business,
    • Proficient in Refinitiv and Bloomberg,
    • An interest in technical processes
    • Very good English, German is an advantage,
    • Experience with Xentis, SimCorp or xpas-ratex would be an advantage,


    What we offer:

    Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

Vacancies in Ireland

  • Manager Capital Markets & Fund Structuring

    To achieve our ambitious growth goals we are currently looking for a

    Manager Capital Markets & Fund Structuring

    Your areas of responsibility:

    • Structuring customer inquiries and identifying requirements as well as developing concrete implementation proposals that account for the fund-specific implementation possibilities of the UI platform in Ireland
    • Considering investment, supervisory and tax law requirements while developing the implementation proposals
    • Providing specialist support to the UI sales units
    • Directing the implementation of structures and products on the Irish Universal platforms
    • Participating in direct customer acquisitions as "technical sales and presenting structures and products to the customers
    • Reviewing/examining the relevant fund documents, e.g. issue documents
       

    What you offer:

    • Knowledge of all typical alternative asset classes and structures, e.g. private equity, private debt, infrastructure, renewables, PE real estate.
    • Good understanding of the functionalities of these asset classes, their business models and success/risk factors
    • Minimum of 5 years’ professional experience in the financial industry, preferably in structuring and launching fund vehicles in the field of alternative investments
    • Experience in project work, product or project management at an investment management company or bank
    • Very good knowledge of how to structure alternative investment vehicles under Irish law
    • Good knowledge of the investment behavior and investment needs of institutional investors in the field of alternative investments

    What we offer:

    • Very competitive compensation & benefit package
    • Flexible working arrangements
    • Prominent position in a successful company in growth mode
    • Modern workplace in a conveniently-situated location


    How to apply:

    Please send your application and salary expectation to:

    HR-UII@universal-investment.com

    Click here to check our data protection notice

  • Senior Reporting Officer

    To achieve our ambitious growth goals we are currently looking for a

    Senior Reporting Officer

    Your areas of responsibility:

    • Awareness of industry and regulation changes
    • Ensuring procedures are adequate and up to date
    • Ensuring the deadlines are met
    • Ensure that the financial statements of the umbrella funds are fully compliant with all applicable regulatory requirements and accounting standards
    • Ensure the timely completion of all calculations and the accuracy of all VAT returns submitted to the Revenue Commissioners of Ireland
    • Liaison with all external and internal counterparties responsible for the completion and submission of the tax figures to the relevant authorities
    • Notification of all relevant stakeholders of all payments and reimbursements related to the umbrella funds
    • Preparation, check and filing of the annual and semi-annual financial statements for the umbrella funds
    • Processing, in a timely and efficient manner, of all invoices related to the umbrella funds
    • Liaison and coordination point for the relevant audit firms conducting the audits for the umbrella funds
    • Responsibility for maintaining successful relationships with all relevant parties, involved in the preparation, filing and checking of the financial statements for the umbrella funds
    • Timely preparation and review of all distribution calculations and ensuring the accuracy of all distribution calculations presenting to the Board of Directors

    What you offer:

    • University degree (or relevant professional qualification)
    • 3 or more years of Regulatory Reporting and/or Financial Reporting
      (or equivalent) experience
    • Ability to work collaboratively within the Reporting team
    • Ability to work to deadline and be results orientated
    • Ability to work on own initiative and take charge of specific Regulatory Returns
    • Ability to engage constructively with external parties such as auditors, investment managers, clients etc.
    • Ability to proactively look at process and suggest more effective and efficient way to preforming tasks
    • Confidence and ability to challenge and influence the decision makers at all levels within the business

    What we offer:

    • Very competitive compensation & benefit package
    • Flexible working arrangements
    • Prominent position in a successful company in growth mode
    • Modern workplace in a conveniently-situated location


    How to apply:

    Please send your application and salary expectation to:

    HR-UII@universal-investment.com

    Click here to check our data protection notice

  • Fund Administration Manager

    To achieve our ambitious growth goals we are currently looking for a

    Fund Administration Manager

    Your areas of responsibility:

    • Manage and support the Administration team to ensure timely provision of all deliverables including:
      - NAV production, review, pricing, distributions, performance fees where acting as Administrator
      - Delegate/Outsourcing Service Provider (OSP) oversight, including delegated Administration and Transfer Agency services
    • Maintain good and proactive relationships with clients, ensuring deliverables meet client needs and expectations
    • Daily, weekly and monthly scheduling, controlling the workload of team members, ensuring that each individual is adequately trained
    • Continually look at improving departmental performance and efficiencies by enhancing existing processes and suggesting new innovative ideas for the department
    • Coordinate effectively with the other relevant internal or group departments concerning interdepartmental processes and deliveries, including engagement with Designated Persons
    • Ensure that the department is, at all times, compliant with regulatory requirements
    • Ensure appropriate documentation accompanies all departmental processes and kept current
    • Identifying and monitoring risks within the department, and ensuring controls are in place to mitigate same
    • Actively participate in the planning and implementation of client projects
      and product developments
    • Manage the onboarding of new clients, funds, OSP’s and delegates within
      the Administration function, both from a fund launch and fund migration perspective
    • Act as a role model for direct reports through demonstrating competency
      and professionalism and being always available as a point of escalation and to answer queries
    • Motivate and develop team members in line with their training goals,
      the department and company needs

    What you offer:

    • Third level education (or relevant professional qualification)
      with Accounting/Finance/Business or equivalent experience
    • At least 5 years fund industry knowledge with extensive Fund Administration experience
    • Ability to lead and support a growing Administration team
    • Experience in NAV review and sign off
    • Good knowledge of Transfer Agency and AML/CFT
    • Extensive knowledge of investment funds, asset classes, products and structures, including traditional and alternative fund types and asset classes
    • Track record performing oversight of external parties
    • Track record of developing and implementing innovation and change
    • Ability to engage constructively with clients, internal and external parties
    • Ability to work to deadlines and be results orientated
    • Confidence and ability to challenge and influence the decision makers at all levels within the business
    • Excellent communication and writing skills
    • Knowledge of current market developments – both regulatory and economic

    What we offer:

    • Very competitive compensation & benefit package
    • Flexible working arrangements
    • Prominent position in a successful company in growth mode
    • Modern workplace in a conveniently-situated location


    How to apply:

    Please send your application and salary expectation to:

    HR-UII@universal-investment.com

    Click here to check our data protection notice