Open positons
Vacancies at
Universal Investment
Open positions at Universal Investment
Our company is growing steadily - for that reason we are searching for motivated, performance oriented and entrepreneurial-minded employees, who are ready to actively create the success of our company together with us.
-
Business Development Manager
Grow with us! We are currently looking for a colleague to join the Business Development Team that is a part of our Sales and Relationship Management Department under the Chief Commercial Officer. We are responsible for driving growth in alternatives, focusing primarily on Infrastructure, Private Equity and Private Debt.
You will be primarily accountable for increasing overall sales in the Private Asset segment, with no regional limitation. You will participate in shaping efa’s Private Assets business development strategy and actively contribute to its success by building out a network of contacts with key decision makers, including fund managers and asset owners, but also with key institutional partners such as depositary banks, management companies, as well as centers of influence such as auditors, lawyers, and independent directors.
Your tasks and responsibilities:
- Identify and target potential clients within the private debt, private equity, and infrastructure spaces through market research, networking, and cold outreach.
- Develop and nurture relationships with key decision makers, including fund managers, asset owners, and other stakeholders, to understand their needs and position our services effectively.
- Present and demonstrate our fund administration services in a compelling manner, highlighting key features, benefits, and competitive advantages.
- Lead negotiation efforts to secure new mandates, including pricing, terms, and service level agreements, while ensuring alignment with company objectives and profitability targets.
- Maintain a robust sales pipeline, accurately tracking leads, opportunities, and client interactions, and prioritize activities to maximize conversion rates.
Your skills and experience:- Extensive experience in sales and business development within the alternative investment space, particularly in the private debt, private equity, and infrastructure asset classes.
- Proven track record of success in selling fund administration services to top tier alternative asset managers and investors.
- In-depth understanding of the alternative investment landscape, including market trends, regulatory frameworks (such as AIFMD), fund structures (e.g., limited partnerships, SICARs), and operational complexities unique to alternative assets.
- Established network and relationships with key players in the alternative investment industry, including fund managers, institutional investors, family offices, and industry associations.
- Result driven with ability to leverage industry connections to identify business opportunities, source new clients, and build strategic partnerships.
- Outstanding communication and presentation skills
- Fluency in English. Proficiency in French, German, or any other European language may also be beneficial.
- Bachelor's degree in finance, business, economics, or a relatedfield is typically required. Advanced degrees (e.g., MBA) or professional certifications (e.g., CAIA) with a focus on alternative investments can be advantageous.
What we offer:- An exciting working environment and challenging tasks
- Extensive insight into the European fund industry
- Friendly, international and goal-oriented working environment
- High degree of independent work
- Varied work as part of a dynamic and ambitious company that has been established in the Grand Duchy of Luxembourg for 28 years
- An attractive remuneration scheme: Company Agreement, min. 34.5 days’ leave, meal vouchers, life and disability insurance, pension scheme, interest subsidies.
Apply now!Send your CV to career@universal-investment.com.
The recruiting entity here is Universal-Investment efa.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Transfer Agency Oversight (mid/senior level)
Grow with us! We are currently looking for a colleague to join our Transfer Agency Oversight Team that is part of our Oversight Unit.
Your tasks and responsibilities:
- Performing oversight of outsourced TA services to third party TAs, ensuring all activities are in line with Luxembourg’s regulatory requirements
- Providing excellent client service to our clients, ensuring quality and timeliness of TAs, i.e. compliance with agreed targets (SLAs and KPIs) in light of regulatory obligations
- Supervision of the overall performance and participation in service review meetings (address, mediate and resolve breaches and quality issues)
- Development and evaluation of KPIs as well as effective reporting standards to assure effective oversight
- Perform initial and ongoing due diligence
- Liaise with Audit (in/external), Compliance, Oversight Control as well as other parties
- Project support
Your skills and experience:- Sound overall knowledge of Transfer Agency Operations and Oversight, with a strong background in the financial industry
- Bank training or comparable education or studies with financial focus
- Experience in a similar role (minimum 5 years) and good understanding of Luxembourg fund legal structure and regulatory requirements
- Deep understanding and practice of AML and KYC regulation
- Ability to prioritize and meet deadlines
- A structured and independent way of working, ability to work within a team, flexibility, high degree of resilience and quality orientation, analytical thinking and conscientiousness
- Excellent communication skills in English and German are essential
What we offer:- Flexible working hours
- Modern workplace in a conveniently situated location
- Teleworking (with restrictions)
- Pension scheme
- Lunch vouchers
- Corporate Benefits Program
Apply now!Send your CV to career-lux@universal-investment.com.
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Junior Company Secretary
In order to sustain our continuous expansion drive, we are currently looking for a colleague to join our Corporate Investment Services Team within Universal-Investment-Luxembourg S.A.
Your tasks and responsibilities:
- Organization and coordination of shareholder and board meetings including preparation of meeting materials, attendance and minute taking as well as follow up
- Creation of standard corporate documents (e.g. shareholder and board resolutions)
- Maintain administrative and legal records
- Ensure safekeeping of official documents and management of the companies’ correspondence
- Ensure legal publication and filing
- Liaise with notaries, lawyers, banks and transfer agents
- Maintain and develop customer relationships
Your skills and experience:- You have up to 3 years experience in a similar role in Luxembourg (e.g. corporate office and/or a domiciliation role)
- You have a strong knowledge of Luxembourg corporate and fund regulations, with an experience in investment funds and/or private equity/real estate funds administration
- You are highly organized, proactive and have a sense of responsibility as well as priority management
- You are accurate, rigorous and able to work independently in an environment under pressure and with tight deadlines
- You are fluent in English and German, French would be an advantage
What we offer:- Performance-related salary
- Flexible working hours
- Modern workplace in a conveniently-situated location
Apply now!Send your CV to career-lux@universal-investment.com.
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Legal Fund Governance – Alternative Investments
Grow with us! We are currently looking for a colleague to join our Legal Fund Governance - Alternative Investments Team that is part of our Legal Fund Governance Department.
Your tasks and responsibilities:
- Your main tasks will be the inhouse legal advice with regard to all alternative fund related topics, inter alia the drafting and negotiation of documents in relation to the launch as well as amendments of alternative investment funds and their special purpose vehicles. You will be in contact with clients, service providers and regulatory authorities.
- In addition, you will review documents in connection with securitizations.
- The legal review and negotiation of transaction agreements are also your responsibility.
- Another aspect is the inhouse legal advice directly related to the assets held by alternative investment funds.
- Your field of activity is completed by the steering of legal topics and projects.
Your skills and experience:- Successfully completed law degree
- A minimum of three years’ professional experience in the Luxembourg investment fund industry and/ or credit institution,
- Strong capacity for teamwork, motivation, reliability, resilience as well as a service-oriented approach,
- Organizational talent, personal initiative and ability to develop solutions independently,
- Fluency in German and English.
What we offer:- Performance-related salary
- Flexible working hours
- Modern workplace in a conveniently-situated location
Apply now!Send your CV to career-lux@universal-investment.com.
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Strategic Buyer - Indirect
Grow with us! We are currently looking for a colleague to join our newly established Procurement team.
Your tasks and responsibilities:
- Strategic Sourcing:
- Develop and implement strategic sourcing plans for indirect procurement categories.
- Conduct market analysis to identify potential suppliers and assess their capabilities.
- Stay updated on industry trends, market conditions, and best practices in indirect procurement.
- Identify, evaluate, and select suppliers based on quality, cost, reliability, and service levels.
- Establish and maintain strong relationships with key suppliers.
- Monitor supplier performance and resolve any issues related to quality or service delivery.
- Negotiate contracts, pricing, terms, and conditions with suppliers.
- Ensure contracts comply with company policies and legal requirements.
- Manage contract renewals and amendments as needed.
- Analyze spend data and identify cost-saving opportunities.
- Develop and implement cost reduction strategies without compromising quality.
- Track and report on cost savings achieved through strategic sourcing initiatives.
- Manage the end-to-end procurement process for indirect goods and services, including RFIs, RFPs, and RFQs.
- Ensure timely and accurate creation, approval, and processing of purchase orders.
- Coordinate with the finance department to ensure timely payments to suppliers.
- Work closely with internal departments to understand their indirect procurement needs and requirements.
- Collaborate with cross-functional teams to align procurement activities with business objectives.
- Communicate procurement strategies and initiatives to stakeholders at all levels.
- Ensure compliance with company policies, procedures, and ethical standards in all procurement activities.
- Assess and mitigate risks associated with the procurement of indirect goods and services.
- Maintain accurate and up-to-date records of procurement activities and supplier agreements.
Supplier Management:
Contract Negotiation:
Cost Management:
Procurement Process Management:
Collaboration and Stakeholder Management:
Compliance and Risk Management:
Your skills and experience:As successful candidate, you will bring the following:
- Bachelor’s degree in Business Administration, Supply Chain Management, or a related field.
- Proven experience as a Strategic Buyer in the indirect procurement categories.
- Strong negotiation skills and experience in contract management.
- Excellent analytical and problem-solving abilities.
- Proficiency in procurement software and tools.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Very good English & German language skills.
What we offer:- Performance-related salary
- Flexible working hours
- Modern workplace in a conveniently-situated location
Apply now!Send your CV to career@universal-investment.com.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Spontaneous Application
Universal-Investment is the largest independent investment company in the German-speaking world and market leader in Master KVGs and private label funds.
With its administration, insourcing and risk management services, the company focuses on the administration and structuring of funds, securities and alternative asset classes and offers complex risk management solutions.
Universal-Investment Luxembourg S.A., as a subsidiary of Universal Investment Gesellschaft mbH, is the leader among the licensed Luxembourg AIFM management companies (or AIFM ManCos) in terms of assets under management and ranks second in the field of so-called "Third Party ManCos”.
We owe our great success above all to the high level of commitment and enormous dedication of our employees.
Profiles we are interested in:
We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..
As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success.How to apply:
Please send your application and certificate of enrolment: career-lux@universal-investment.com
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
-
Accounts Payable Accountant / Senior - German Speaker
Grow with us! We are currently looking for a colleague to join our Accounts Payable / Real Estate Team.
Your tasks and responsibilities:
- booking invoices in SAP or XENTIS systems
- independent, proactive processing of incoming invoices, payment instructions, including approval, checking, tracking, booking and create payment runs
- processing of inquiries and complaints related to payment process
- payment processing
- supporting the fund accountants in their day-to-day
- reconciliation activities with the custodians
- budget and liquidity monitoring
- cooperation in the professional and technical development of the assigned tasks
- Fill the role as ambassador for testing and increase the usage of testing processes and tools throughout the IT estate
Your skills and experience:- few years experience in the accounting function, especially accounts payable
- experience in the area of German value added tax law and in the German accounting would be a plus
- good MS Office skills
- knowledge of SAP advantageous
- strong communications skills
- fluent English and German
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
AML Compliance Analyst
Grow with us! We are currently looking for a colleague to join our Corporate Compliance Team that is a part of our Risk Operations.
Your tasks and responsibilities:
- Support in the development and organizational establishment of appropriate and effective principles and procedures for complying with regulatory requirements of money laundering & terrorist financing legal regulations.
- Support in the creation and further development of control procedures to prevent misuse of the company for money laundering or terrorist financing purposes.
- Support in the execution of money laundering and terrorist financing risk management at company level: conducting money laundering risk analysis, implementing parameter setting (Country, Industry Risk Assessments), conducting AML Monitoring Activities and Monitoring Measures to ensure appropriateness and effectiveness.
- Monitoring and handling of day-to-day AML issues (Know your customer, Enhanced due diligence, transaction check, suspicious activity reporting) and organizational allocation of tasks.
- Providing regular staff training regarding the risks of and the methods used for money laundering and the financing of terrorism for employees of the Polish branch.
- Assisting the company with regard to identifying and dealing with breaches of regulatory requirements; providing assistance in relation to the remediation of breaches.
- Advising on the implementation of the company's duties in compliance with legal and regulatory requirements.
Your skills and experience:- Previous professional experience in the field of compliance or corporate governance or audit, preferably in a capital management company
- Completed bachelor's and/or master's degree in economics, finance or comparable subjects
- Confident handling of MS Office
- Very good knowledge of English, other European languages an advantage
- Strategic, conceptual and independent working style
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Business Continuity Specialist
Grow with us! We are currently looking for a colleague to join our Business Continuity Management Team.
Your tasks and responsibilities:
- Support implementation and development of business continuity standards and controls within business operations,
- Liaison with business departments to ensure integration of BCM concept,
- Support implementation of audit findings within business operations,
- Liaison with Group BCM function in implementing measures mitigating business continuity risks associated with day-to-day operational activities,
- Review and approve Business Impact Analysis (BIA) inputs and consolidate into overview to identify time-critical business processes and dependencies,
- Ensure BIA results are transferred into BCPs and where necessary, support departments in implementing mitigating measures for identified risks,
- Ensure BCPs are reviewed and signed off on an annual basis,
- Support departments with business continuity tests (i.e., testing calendar dates, template fulfillment, arrangements on site if necessary),
- Ensure BCP owners know their role and responsibilities, whenever there is a personnel change, provide training,
- Support the emergency management and major incident coordination,
- Provide input to standardized reporting as per request.
Your skills and experience:- Experience in Business Continuity / Crisis Management or in roles from the Risk Management / Compliance areas of a financial institution,
- Attention to detail and good organizational skills,
- Practical experience in the conception, integration, and control of processes
- Ability to apply problem solving skills
- Excellent stakeholder management and communication skills
- Very good verbal and written English language skills, German language skills are an additional asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Beteiligungs- und Servicegesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Compliance Analyst / Senior
Grow with us! We are currently looking for a colleague to join our Corporate Compliance Team that is a part of our Risk Operations.
Your tasks and responsibilities:
- Supporting in executing cross-divisional risk analysis in the areas of AML, OCA and Sanctions. Thereby conducting comprehensive, ongoing and forward-looking assessments of the firm´s AML, OCA and Sanctions risks.
- Support in establishing and conducting AML, OCA and Sanctions monitoring plans. Ensuring an on-time plan execution throughout the year.
- Conducting, independently, detailed audit-like testing activities (monitoring activities) on the internal control system. Thereby, evaluating the design and operating effectiveness of key controls in the control environment and detailed analysis of completeness/ accuracy / quality of data.
- Coordination of activities/tasks to defend against and deal with white-collar crime, including procedures to ensure risk-bearing capacity and the establishment of internal control procedures.
- Responsibility for internal projects and workshops on fraud prevention and the implementation of new fraud regulations.
- Carrying out regular training measures and updating the training documents and, if necessary, the content of web-based fraud prevention training.
- Cooperation and contact maintenance with internal audit and other control units (e.g. Data Protection Officer, Information Security Officer, Corporate Risk).
Your skills and experience:- Proofed first professional experience in the field of compliance or Audit, preferably in a capital management company
- Completed bachelor's and/or master's degree in economics, finance or comparable subjects
- Confident handling of MS Office
- Very good knowledge of English, other European languages an advantage
- Strategic, conceptual and independent way of working
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Information Security Officer
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Your tasks and responsibilities:
- Perform controls and reviews to ensure and validate conformity with defined security standards and framework NIST, ISO 27001
- Manage or participate in technical projects to improve IT security
- Perform IT security assessments and recommendations related to technical and functional IT projects
- Ensure risks are identified, assessed, mitigated and controlled,
- Ensure control preparedness and effectiveness as part of the external audit (ISAE 3402, SOC 1 report) ensuring IS programs are audit ready,
- Appropriately assess risk when business decisions are made and drive compliance with applicable regulations,
- Lead security investigations and coordinate the security incident management process
- Participate to oversight and due diligence processes,
- Coordinate the DRP testing and manage BCMS improvement,
- Lead internal communication and awareness regarding IT security and risk mitigation
- Maintain IT security solutions such as, but not limited to: IAM; PAM, DLP, Vulnerability scanner etc.
Your skills and experience:- Bachelor’s or master’s degree in computer sciences
- 10+ years of relevant experience in the area of IT Security, Risk Management etc.
- Have a solid understanding of Information Security, Risk Management processes ISO 27005,
- Proactive, independent and pragmatic team-player with a solution-oriented mindset;
- Excellent communication and analytical skills, high ability to provide timely and accurate Information
- Ability to focus on information value and make complex data understandable for a non-technical audience.
- Good knowledge of risk analysis framework
- Fluent English speaking skills. French would be an asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - Corporate Actions & Income / Senior
Grow with us! We are currently looking for a colleague to join our Corporate Actions & Income Team that is a part of our Core Fund Accounting Department within Operations.
Your tasks and responsibilities:
- 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 issues
- 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
Your skills and experience:- 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
- university degree in finance, economics or business management would be advantageous
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - Private Equity
Grow with us! We are currently looking for a colleague to join our Private Assets Accounting Team.
Your tasks and responsibilities:
- Preparation of various calculations e.g. expenses, waterfalls and others
- Preparation of NAV calculations and NAV reporting package, tax reporting and regulatory reporting when required
- Investigating discrepancies and ensuring strong internal controls
- Reconciliation of cash, portfolio and other balances
- Preparation of audit files and support external audit requirements
- Primary contact for clients on operational topics and NAV sign-off
- Interaction with internal departments within Private Assets Services and other internal stakeholders
- Participate in training of more junior team members on operational topics
- Other project related responsibilities, including process development and improvements
Your skills and experience:- Previous professional experience in the fund industry with experience in NAV process. Experience in private equity or real estate funds would be desirable.
- University degree in Finance, Economics, or equivalent would be an asset
- Very good English language skills
- Excellent communication and interpersonal skills
- Very good time management and analytical skills
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - Securities / Senior
Grow with us! We are currently looking for a colleague to join our Securities Processing Team that is a part of our Core Fund Accounting Department within Operations.
Your tasks and responsibilities:
- Comprehensive processing and booking of securities transactions, loans, securities lending transactions as well as overnight and time deposits
- Review and monitoring of individual transactions as well as quality assurance through control of bank accounts
- Processing of complaints and their clarification with custodians, asset managers and internal units
- Support in the processing of new fund projects as well as in the implementation of new products
- Collaboration in the design and implementation of new processes as well as their optimization and participation in internal projects and working groups
- Collaboration in the professional and technical development of the assigned tasks
Your skills and experience:- Bank officer training or comparable training, supplemented where applicable by a university degree in banking studies or business management;
- Previous 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 different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.);
- Proficient in MS Office (in particular Excel) and conventional information systems;
- Very good knowledge of English (in writing and speaking);
- Very good knowledge of German (in writing and speaking).
- Very good communication skills, team oriented attitude
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accounting Team Leader - German Speaker
Grow with us! WTo realize our ambitious goals we are currently looking for a Team Leader to join the Corporate & Actions Team, part of the Operations Division (Core Fund Accounting). The exciting position combines hands-on daily business and building up team structure to cope with huge growth.
Your tasks and responsibilities:
- Lead, motivate and develop team members
- Build up team structure incl. capacity management, responsibilities
- Recording and posting of voluntary and obligated corporate action
- Processing & Instructions of subscriptions and redemptions of shares
- Processing and reconciliation of rebates, distributions, accounting interests, tax
- Quality assurance by checking and matching the internal and external items on the bank accounts and the internal accounts
- Processing and resolving complaints with the custodians, asset managers and internal units
- Processing and reconciliation of alternative investments (e.g. Loans, project finance, commitment based instruments)
- Support in processing new fund projects and implementing new products
- Cooperation in structuring, implementing and optimizing new processes
- Participation in internal projects and working groups
- Involvement in the specialist and technical development of the assigned tasks (incl. submitting proposals for improvement, concepts, carrying out tests and implementation measures in the systems, interfaces)
- Point of contact for custodians, asset managers, loan servicer, transfer agent, ManCo’s, insourcing clients, direct contact partner for internal and external auditors
Your skills and experience:- Bank officer training or comparable training, supplemented where applicable by a university degree in financial economics, business related areas
- 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;
- Experience in Supervisor/Team Leader role in operations
- Strong management skills, ability to delegate tasks and to gain commitment of team member
- Ability to build trust and strong relationship management
- Ability to maintain a positive and professional work environment
- Excellent written and verbal communications skills
- Strong analytical skillset and attention to details, solution orientation
- Knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.);
- Very good knowledge of English and German (in writing and speaking);
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Information Governance Expert
Grow with us! We are currently looking for a colleague to join our company as an Information Governance Expert.
Your tasks and responsibilities:
- Coordination of aspects regarding information security processes together with the internal information security officer
- Maintenance of the information network within the overall information security organization
- Maintenance of information security processes
- Supporting the information security officer (including the Chief Information Security Officer) within the communication with the business units
- Continuous assessment and improvement of processes and tools for information security, together with
- Collaboration with functional units within the 1st-line-of-defense-organisation
- Preparation of information security audits
Your skills and experience:- Master's degree or comparable qualification in economics or computer science related topics
- Vocational training as security analyst, data protection analyst or comparable vocational training, supplemented where appropriate by corresponding course of studies
- Initial experience in information security, data protection or data governance
- Knowledge of information security processes (e.g. BSI-Grundschutz or ISO27001) or data protection (e.g. GDPR)
- Any project management experience would be an asset
- Good working knowledge of MS-Office, especially Excel and PowerPoint
- Fluent English and German speaking skills
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Information Security Officer
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Your tasks and responsibilities:
- Perform controls and reviews to ensure and validate conformity with defined security standards and framework NIST, ISO 27001
- Manage or participate in technical projects to improve IT security
- Perform IT security assessments and recommendations related to technical and functional IT projects
- Ensure risks are identified, assessed, mitigated and controlled,
- Ensure control preparedness and effectiveness as part of the external audit (ISAE 3402, SOC 1 report) ensuring IS programs are audit ready,
- Appropriately assess risk when business decisions are made and drive compliance with applicable regulations,
- Lead security investigations and coordinate the security incident management process
- Participate to oversight and due diligence processes,
- Coordinate the DRP testing and manage BCMS improvement,
- Lead internal communication and awareness regarding IT security and risk mitigation
- Maintain IT security solutions such as, but not limited to: IAM; PAM, DLP, Vulnerability scanner etc.
Your skills and experience:- Bachelor’s or master’s degree in computer sciences
- 10+ years of relevant experience in the area of IT Security, Risk Management etc.
- Have a solid understanding of Information Security, Risk Management processes ISO 27005,
- Proactive, independent and pragmatic team-player with a solution-oriented mindset;
- Excellent communication and analytical skills, high ability to provide timely and accurate Information
- Ability to focus on information value and make complex data understandable for a non-technical audience.
- Good knowledge of risk analysis framework
- Fluent English speaking skills. French would be an asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Senior IT Security Management Analyst
Grow with us! We are currently looking for a colleague to join our IT Security Team.
Your tasks and responsibilities:
- Develop, execute and track security measures to protect IT systems.
- Support the development, update and implementation of UI’s information security strategy.
- Identify, define and document system security requirements and recommend solutions to management, as well as create security policies and best-practices.
- Monitor systems for irregular behavior and set up preventive measures.
- Analyze, assess and defend against cybersecurity incidents.
- Manage IT security tooling (SIEM, Vulnerability Mgmt, SAST, etc.) and processes.
- Security Incident Management.
- Manage cybersecurity incident response activities
- Taking part in on call service
Your skills and experience:- At least three years of IT work experience.
- Completed relevant university studies (Bachelor / Master in the area of Information Technology or similar.
- Involvement in IT security team
- Good business English skills. German would be an asset
- Previous experience in working with Security Operation Centre (SOC) would be an asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Senior IT Security Management Analyst
Grow with us! We are currently looking for a colleague to join our IT Security Team.
Your tasks and responsibilities:
- Develop, execute and track security measures to protect IT systems.
- Support the development, update and implementation of UI’s information security strategy.
- Identify, define and document system security requirements and recommend solutions to management, as well as create security policies and best-practices.
- Monitor systems for irregular behavior and set up preventive measures.
- Analyze, assess and defend against cybersecurity incidents.
- Manage IT security tooling (SIEM, Vulnerability Mgmt, SAST, etc.) and processes.
- Security Incident Management.
- Manage cybersecurity incident response activities
- Taking part in on call service
Your skills and experience:- At least three years of IT work experience.
- Completed relevant university studies (Bachelor / Master in the area of Information Technology or similar.
- Involvement in IT security team
- Good business English skills. German would be an asset
- Previous experience in working with Security Operation Centre (SOC) would be an asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
IT Service Continuity Manager
Grow with us! We are currently looking for a colleague to join our company as an IT Service and Continuity Manager.
Your tasks and responsibilities:
- Work closely with BCM to ensure overall business continuity
- Create and manage plans for continuity and recovery of IT services in the event of a disaster
- Work with vendors to minimize the impact of outages in their products and services that affect the business
- Analyze risks and impacts, and revise plans accordingly over time
- Owner of UI’s Service Continuity Plan and Incident Response Playbook
- Support of other ITIL Practices – particularly back-up for the incident manager
Your skills and experience:- Previous experience in Service Continuity Management (7-10 years)
- Professional experience in ITIL & ITIL certified
- Very good knowledge of common test methods and test strategies (e.g. risk-based testing)
- Understanding of project management
- Good knowledge of regulatory requirements (BSI, KAIT, DORA, etc.)
- Fluency in English - both written and spoken
- Good organizational skills and detail-oriented mindset
- Well-developed analytical, problem solving and decision-making skills.
- Excellent communication & collaboration skills to engage with stakeholders at all levels of the organization.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
IT Solution Manager (End User Applications)
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We operate in fund launch locations across Germany, Luxembourg and Ireland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Your tasks and responsibilities:
- Deliver and maintain applications based on Change Requests and Projects-Supporting and operating the internal software deployment and the necessary Microsoft Infrastructure (Intune, SCCM, UEV, APP-V, etc.)
- Creating and configuring operating system images, software packages and take over the planning of rollouts in an application owner role
- Supporting together with the team in 2nd and 3rd level support, administrative task, needed documentation as problem management for Workplace technical issues
- Being involved in the selection and testing of new IT technologies and driving our IT projects forward-Performs IT operations and maintenance activities according to approved procedures, including ticket handling and application/IT solution monitoring
- Perform IT service trainings and 2nd-Level Helpdesk activities together with the IT Service team
- Work in the role of a Technical Application Manager and in its tasks and activities
Your skills and experience:- Bachelor’s degree in Information Technology, Computer Science or a related field
- Practical experience with Microsoft Endpoint Manager and MS Intune
- In-depth IT knowledge in Windows Clients, Active Directory, GPO, and software packaging
- Independent, self-organised, with high business acumen
- Very good communication skills and Stakeholder management skills
- Previous experience in 2nd/3rd level support of IT environments and IT Projects
- Very good English language skills. German skills are helpful
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
IT Test Environment and Test Data Coordinator
Grow with us! We are currently looking for a colleague to join our company as an IT Test Environment and Test Data Coordinator.
Your tasks and responsibilities:
- Ensuring availability through coordination of requirements, conflicts and incidents together with the infrastructure team
- Coordinating the maintenance of test infrastructure including shakedown tests after changes
- Managing and implementing new requirements for test environments
- Managing the requirements towards test data for different test levels
- Maintaining and improving the test data strategy, especially towards data masking, data provisioning and data cleansing
- Ensuring the confidentiality and security of test data
- Coordination of test data requirements and managing the generation of required test data
- Coordination and communication / harmonization of requirements and priorities
- Central point of contact for coordinating the infrastructure and development teams
- Support for performance and security test activities by providing the required data for test preparation and execution
Your skills and experience:- A Bachelor / Master degree (preferably in the area of Computer Science or related)
- At least 2-3 years of experience in software testing (functional test and non-functional test), preferably in the area of test coordination or test planning
- Knowledge of code repositories (Gitlab) and pipeline/deployment mechanisms
- Very good knowledge of common test methods and test strategies (e.g. risk-based testing)
- Understanding of project management and reporting practices
- Good knowledge of regulatory requirements (BSI, KAIT, DORA, GDPR etc.)
- Fluency in English - both written and spoken
- Excellent communication and critical thinking skills.
- Good organizational skills and detail-oriented mindset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
IT Test Manager
Grow with us! We are currently looking for a colleague to join our company as an IT Test Manager.
Your tasks and responsibilities:
- Management and coordination of the test process across all phases of the software development cycle, from planning to execution and reporting.
- Creating and managing test plans based on the requirements and technical specification of the project.
- Planning and managing the development, maintenance, and execution of automated and manual test cases to ensure that the software meets quality standards.
- Coordinate and train a team of business and IT testers, including assigning tasks and monitoring progress.
- Providing input to updates for the overall Test Strategy and Test Policy at UI
- Liaising with development and product teams to ensure testing activities are effectively integrated and quality objectives are met.
- Performing risk analyses and identifying potential quality issues early in the development process.
- Monitoring and reporting on the status of test activities and results to relevant stakeholders.
- Ensuring compliance with quality standards, processes, and best practices throughout the testing process.
Your skills and experience:- A Bachelor / Master degree (preferably in the area of Computer Science or related)
- At least 6-8 years of experience of software test (functional test and non-functional test
- Experience in financial services / asset management industry
- Very good knowledge of common test management tools (e. g. Tricentis qTest, Jira)
- Professional experience in agile projects as well as DevOps, CI/CD or low-code development
- Basic knowledge of code repositories (Gitlab) and build pipelines
- Very good knowledge of common test methods and test strategies (e.g. risk-based testing)
- Good knowledge of regulatory requirements (BSI, KAIT, DORA, etc.)
- Fluency in English - both written and spoken
- Excellent communication and critical thinking skills.
- Good organizational skills and detail-oriented mindset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
IT Transformation Project Manager
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success. We are seeking a dynamic and experienced IT Project Manager to lead and manage key projects within our organization. The ideal candidate will ensure projects are completed on time, within scope, and within budget, while effectively coordinating with external partners and global teams.
Your tasks and responsibilities:
- Lead and manage IT transformation projects. Oversee the entire project lifecycle from planning to execution, ensuring projects are completed on time and within budget.
- Monitor project progress, including of monitoring of all aspects of the project, (scope, budget breakdown, business case, milestones)
- Ensure project delivery, by assessing project statuses and proof of work.
- Identify potential risks, and implement mitigation strategies.
- Utilize data and analytics to assess the effectiveness of transformation initiatives.
- Facilitate communication and data inputs between project teams, stakeholders, leadership, and employees.
- Execute communication plans to keep stakeholders informed and engaged throughout the transformation process, also by scheduling alignment meetings, proposing required analysis and information (if necessary).
- Ensure standardization of processes and governance among entire Group
Your skills and experience:- Bachelor's degree in Business Administration, Management, or a related field. Master's degree is a plus.
- Minimum of 5-7 years of experience in IT project management. Experience in the financial sector is highly desirable.
- Excellent project management skills, with proficiency in project management methodologies and tools (e.g., Agile, Scrum, PMP).
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills, with the ability to engage with diverse stakeholders.
- Strong leadership and team management skills.
- Ability to work in a fast-paced, dynamic environment and handle multiple priorities simultaneously.
- Relevant certifications such as PMP, CISM, CISSP, or equivalent are preferred.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH/Universal-Beteiligungs- und Servicegesellschaft mbH/UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Procurement Specialist
Grow with us! We are currently looking for a colleague to join our newly created Procurement department.
Your tasks and responsibilities:
- Source and evaluate potential suppliers to meet the company's procurement needs.
- Negotiate contracts, terms, and pricing with suppliers to secure the best deals.
- Manage supplier relationships, ensuring high-quality goods and services are delivered on time.
- Conduct market research to identify trends, pricing, and availability of goods and services.
- Collaborate with internal departments to understand their procurement requirements.
- Prepare and process purchase orders and requisitions.
- Ensure compliance with procurement policies, procedures, and regulations.
- Maintain accurate records of procurement activities, including supplier performance and contract details.
- Identify opportunities for cost savings and process improvements.
- Provide support in developing and implementing procurement strategies.
Your skills and experience:- Bachelor’s degree in Business Administration, Supply Chain Management, or a related field.
- For Procurement Specialist: Minimum of 3-5 years of experience in procurement or supply chain management.
- For Senior Procurement Specialist: Minimum of 5-7 years of experience in procurement or supply chain management, with demonstrated leadership capabilities.
- Strong knowledge of procurement principles, practices, and procedures.
- Excellent negotiation, communication, and interpersonal skills.
- Proficiency in procurement software and Microsoft Office Suite.
- Strong analytical and problem-solving abilities.
- Ability to manage multiple tasks and prioritize effectively.
- Fluency in English. German language would be an asset.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Beteiligungs- und Servicegesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Risk Analysis & Investment Compliance Officer
Grow with us! We are currently looking for a colleague to join our Risk Analysis & Investment Compliance Team.
Your tasks and responsibilities:
- Produce risk reports for UCITS and AIF that comply with directives and regulations
- Risk Measurement & Analysis: manage various advanced risk measures including but not limited to market risk, counterparty risk, liquidity risk. Calculate and assess Value-at-Risk, stress testing, scenario analysis, and other risk metrics.
- Investigation and resolution of data/analytics issues in calculation processes
- Prepare investment restrictions, eligibility, and sanctioned securities reports
- Ensure production of performance, contribution, and attribution reports
- Manage customer relations on all issues relating to risk measurement and investment compliance reporting
- Setting up report parameters (rules and limits)
- Carrying out system tests and validating the results with IT and system providers
Your skills and experience:- Master’s degree or equivalent qualification in Finance, Economics, Big Data and Business Analytics, Business Mathematics, Business Administration, or related subject
- Good understanding of European regulatory frameworks in fund risk and investment compliance
- Good understanding of derivatives and associated risks
- Good knowledge of the investment fund industry
- Analytical & problem solving skills and ability to explain complicated concepts clearly
- Knowledge of an investment restriction or risk calculation tool is an advantage.
- Fluent in spoken and written English
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Senior IT Auditor
Grow with us! We are currently looking for a colleague to join our new IT Audit Team that is a part of our Global Internal Audit Department.
Your tasks and responsibilities:
- Planning, management and execution of a portfolio of complex, cross-group IT audits, supervise audit projects (IT and integrated audits), define risk-based audit areas (both IT and business), audit business transactions, workflows, processes, and control systems as well as infrastructure and network with only limited supervision.
- Determine deficiencies and vulnerabilities to be remedied, analyze audit results, proposals for solutions, lead closing meetings and ensure progress as planned following applicable standards.
- Collaborate on departmental and inter-organizational projects.
- Ensure compliance with the audit policies and the respective standards (independence, integrity, confidentiality, truth and fairness, security, economy, system conformity).
- Support and review auditor's work (audit preparation, interviews, tests, evidence gathering, report writing and validation preparation).
- Be a center of expertise for IT auditing: Infrastructure & Network Management, Information Security, Cyber Security, and Public Cloud, but also IT General Controls, integrated audits, business application controls, system development methodologies, Business Continuity Management, Information Risk Management, Change Management and IT best practices.
- Plan and implement technical training and information sharing (team/peer).
- Support and drive continuous improvement of audit function.
Your skills and experience:- Minimum 5 - 7 years professional experience in internal/external IT audit, or as IT consultant in the areas of IT Risk management, Information Security, IT Governance, etc., or equivalent.
- Master's or Bachelor's degree (or comprehensive experience) in Information Technologies, Business Informatics or equivalent.
- Professional certification e.g. CISA, CISM, CISSP, or in COBIT, ITIL is an advantage.
- Broad IT skills on IT infrastructure and information & cyber security, IT risk management, IT Change Management and ideally also on web technology, IT governance, general IT controls, programming, and software deployment.
- Preferably experience in data analytics, including data cleansing and preparation, data analysis, data visualization, statistical data mining, or data science.
- Working knowledge of core Office applications, especially Excel and PowerBI.
- Knowledge of any data analytics tools (e.g. Python, R, Idea) is considered an advantage.
- Ideally experience in Asset Management or financial services, including financial industry products and services, securities processing, and related information systems.
- Very good communications skills including good stakeholder management skills, proactive attitude with detail oriented and quality focused approach.
- Fluent English language skills
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Beteiligungs- und Servicegesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Securities Valuation Specialist
Grow with us! We are currently looking for a colleague to join our Securities Valuation / Pricing Team.
Your tasks and responsibilities:
- Ensure that the provided valuations are in line with the set plausibility checks as representativeness, recent update, regular variation, duly authorized price,
- Select the appropriate price sources and setup the automated prices feeds accordingly. In the absence of appropriate price or pricing source contact the authorized governing body of the fund and keep the specific valuation instruction up to date,
- Document price checks and changes, file working materials on a daily basis and archive files regularly,
- Ensure the valuation of exchange rates and indices,
- Contact with the different counterparties to obtain the underlying documents for alternative investments funds,
- Book hedge funds transactions and save documents related to the hedge funds activity,
- Analyze the requests of the different stakeholders (external requests and internal requests), interact constructively with them and answer to their requests,
- Collaborate with the Client Service Delivery Management team on client specific requests, complaints or operational incidents
Your skills and experience:- University degree in finance or economics (or equivalent),
- A first experience in the fund industry, and/or experience in Securities domain are an asset,
- Good knowledge of financial instruments and of financial market mechanisms are an asset,
- Fluent in English. French and German are an asset,
- Excellent organizational skills, team spirit, flexibility, communication, willingness to learn and sense of responsibility,
- Knowledge of Financial Information Provider stations (as Bloomberg, Refinitiv) are an asset.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Spontaneous Application
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Luxembourg, Ireland, and Germany. From here and from our offices in London, Krakow, and Hamburg, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Potential future opportunities:
- Fund Operations – including Alternative Investments Fund Accounting, Valuation, Middle Office, Data Management & Reporting teams
- Compliance and Risk – 1st, 2nd and 3rd line of defense
- Contract management and investor onboarding teams
- Internal finance – Accounting & Controlling
Your skills and experience:- University degree in Accounting or Finance
- Previous relevant experience in the above areas
- Experience in working within Fund Industry
- Excellent time and self-management skills, ability to prioritize
- Strong analytical and communication skills
- Fluent in English. German and French are assets
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Talent Acquisition Specialist - German Speaker
Grow with us! We are looking for a Talent Acquisition Specialist to join our Talent Management team and help us attract and recruit the best talent. In this role you will be responsible for full-cycle recruiting, ensuring that our hiring process runs smoothly and that we identify top candidates aligned with our company culture and objectives.
Your tasks and responsibilities:
- Taking responsibility for end-to-end recruitment processes: attracting, selecting, interviewing and hiring top talent in the market (from liaising with Hiring Managers for understanding the hiring needs until extending job offers);
- Develop and implement sourcing strategies to identify and engage passive candidates though different channels
- Ensure a positive and engaging candidate experience throughout the recruitment process
- Liaising with different recruitment service providers when needed (recruitment agencies, job boards, etc.)
- Reviewing job applications and referrals and creating a sustainable talent pipeline
- Ensure all hiring practices adhere to relevant employment laws and regulations
Your skills and experience:- Previous experience acquired in a similar position within in-house recruitment or recruitment agency (ideally recruiting for positions in the financial services area);
- A Bachelor’s Degree or equivalent qualification in Human Resources, Psychology Business Administration or related subject would be an asset
- Fluent English & German language skills
- Excellent hands-on experience in conducting end-to-end recruitment processes
- Outstanding communication and interpersonal skills
- Creative thinker and proactive problem solver
- A positive, “can do” attitude
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
-
Spontaneous Application
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Luxembourg, Ireland and Germany. From here and from our offices in London, Krakow and Hamburg, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Profiles we are interested in:
- We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..
- As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success
What we offer:
- A performance-related salary
- Flexible working hours
- Hybrid working model
- Modern workplace in a conveniently situated location
- Additional annual leave
- Travel allowance or tax saver ticket
- Pension plan
- Health insurance
- Life insurance
- Bike to work scheme
Apply now!Send your CV to careers_irl@universal-investment.com.
The recruiting entity here is Universal-Investment Ireland Fund Management LIMITED
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_irl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
Emails are currently circulating which purport to be from Universal Investment and are being sent to potential applicants worldwide. Please be advised that Universal Investment will always contact you via established jobboards or Linkedin profiles of our recruiters. Should you receive any emails, please ensure that they originate from the @universal-investment.com domain.