Open positons
Vacancies at
Universal Investment
Open positions at Universal Investment
Our company is growing steadily - for that reason we are searching for motivated, performance oriented and entrepreneurial-minded employees, who are ready to actively create the success of our company together with us.
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Business Application Manager (Senior)
Grow with us! We are currently looking for a colleague to join our Private Asset Design and Client Consulting Team that is a part of our Private Assets Operations. We are responsible for developing and operating the alternative investment platform by analyzing, testing, and configuring systems, ensuring reliable data flows, performing feasibility checks for new clients, and creating necessary reports and calculation tools to support efficient service delivery.
Your tasks and responsibilities:
- Gain and maintain a strong understanding of PCS, DDX, and VPM functionalities and the operational processes supported by the alternative platform.
- Configure and update the platform throughout the lifecycle of funds/products and ensure accurate upstream data collection and system feeds.
- Monitor the market for new vendor solutions and manage negotiations and delivery timelines with vendors and stakeholders.
- Coordinate project planning, resource allocation, and progress reporting, while collaborating closely with the IT Application Manager on internal developments.
- Prepare, execute, and test system changes for new releases and enhancements.
- Act as the primary technical support contact for operational teams, ensuring timely follow‑up on issues.
- Maintain clear and up‑to‑date documentation on application functionalities and validate content with stakeholders.
- Perform regular data quality and sanity checks to ensure reliable and efficient platform operations.
Your skills and experience:- Experience in a similar application or data‑management role, or at least five years in alternative fund accounting (including a minimum of two years on PCS) with strong interest in applications and process design.
- Solid experience with FIS Private Capital Suite (Investran), DDX, and VPM.
- Experience developing reports in PCS and DDX (e.g., SSRS, Tableau).
- Strong IT skills for data management, such as advanced Excel/Power Query and basic SQL.
- Robust understanding of alternative investment vehicles (PE, RE, FoF, Debt) and their structures (fund, portfolio, investors).
- Good knowledge of fund documentation throughout the entire fund lifecycle.
- Excellent time‑management, prioritization, analytical, and communication skills, with the ability to work effectively in a multitasking environment.
- Self‑driven mindset focused on improvements and efficiency, with fluency in English; German or French is an asset.
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
- Company Agreement, 34.5 days’ leave, Lunch Pass card, life and disability insurance, pension scheme, interest subsidies, a Sympass card,
- Office located close to the Luxembourg Central Station
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. -
Deputy Group Head of Real Estate Portfolio Management
Grow with us! We are currently looking for a colleague to join our Real Estate Portfolio Management Team. The team is responsible for overseeing fiduciary real estate funds, ensuring strategic and regulatory compliance, managing portfolio performance, coordinating due diligence and acquisitions, and supporting fund structuring, liquidity management, and collaboration with internal and external stakeholders.
Your tasks and responsibilities:
- Lead a department of assigned RE Portfolio managers and collaborate with internal departments (procurement, ESG) and external stakeholders (tenants, lenders, attorneys).
- Product-related point of contact for the real estate oversight of fiduciary-managed funds, acting as the interface between investors, the custodian bank and real estate managers, as well as internal specialist departments
- Regulatory portfolio management: monitoring investment strategies and risk-return profiles of diversified real estate and liquidity portfolios within legal and contractual frameworks
- Responsibility for the strategy-compliant, return-oriented (passive) management and investment law-related oversight of fiduciary-managed special real estate funds
- Monitoring and controlling service providers’ activities in line with the defined investment strategies to ensure long-term, sustainable and income-oriented performance of the above-mentioned funds, as well as overseeing compliance with agreed standards
- Overall project responsibility for the due diligence process and investment law review of acquisition and disposal decisions, including financing management, in close cooperation with the Real Estate Product team as well as quality assurance of acquisition valuations
- Support in the execution of contracts in the context of fund launches, definition of investment strategies and the structuring of new real estate funds as well as the implementation of new and optimization of existing processes
- Liquidity management and budget planning for the managed funds, including FX management
Your skills and experience:- Successfully completed degree with a focus on real estate or a comparable qualification
- 10+ years of experience in the real estate sector (especially international transactions, portfolio and/or fund management) and in dealing with institutional clients
- Proven experience in independent management of real estate funds within a Service KVG / AIFM environment (DE & LUX)
- Strong expertise in regulatory portfolio management, investment structures and fund governance
- Strategic, analytical and results-driven working style with a high level of ownership
- Confident manner, strong service orientation and flexibility combined with pronounced team skills
- Fluent German and English, both written and spoken
What we offer:- Performance-related salary
- Flexible working hours
- Various personal development opportunities
- Pension scheme
- Lunch vouchers
- Corporate Benefit 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. -
Group Head of Corporate Secretary
Grow with us! We are currently looking for a Group Head of Corporate Secretary to join our Corporate Legal & Corporate Governance and Compliance Department within Risk, who ensures the effective functioning of corporate governance practices, compliance with legal and regulatory requirements, and proper coordination between the Board of Directors, shareholders, and Senior Management across the Group.
Role & Objectives:
- Ensuring the highest governance standards in a regulated KVG structure (KAGB, AIFMD, UCITS).
- Responsibility for proper corporate governance (Management Boards, Supervisory Boards), including a Supervisory Board with a one-third co-determination.
- Governance coordination within the international group structure (including SE structure at holding company level) and ensuring consistency and standardization of governance practices across all subsidiaries/jurisdictions across multiple entities.
- Collaborate with senior management across different entities to align on and harmonize standards, processes and procedures.
- Ensure group wide understanding of key decisions and resolutions. Improve transparency of processes and procedures across entities to support functional organization.
- Direct reporting to the ManCo’s Management Board, with a functional reporting line to the SE holding company.
- High visibility to group management and supervisory bodies.
Your skills and responsibilities:
- Preparation and follow‑up of all board and committee meetings, including resolution documentation.
- Monitoring compliance with corporate and regulatory requirements (AktG, GmbHG, SE Regulation, KAGB).
- Supporting board appointments, fit‑and‑proper procedures, and mandate documentation.
- Coordination with Compliance, Risk Management, and Internal Audit functions.
- Support in special audits, Section 44 KWG/KAGB audits, and annual financial statement audits.
- Oversee statutory filings with regulatory bodies, including annual reports (in cooperation with Finance) and other necessary filings.
- Manage shareholder communications, including resolutions, decision making / approvals etc.
- Provide strategic input in M&A activities and structural changes.
Your skills and experience:- Fully qualified lawyer or comparable academic qualification with a focus on corporate law and financial regulation.
- At least 5-10 years in a regulated financial environment (ManCo, financial institution, Big Four, or comparable).
- Strong knowledge of governance structures preferably in Germany and Luxembourg. Experience in multi-jurisdictional environments is advantageous.
- Proven experience in supporting co‑determined supervisory boards.
- Confident interaction with Management Boards, Supervisory Boards, and international stakeholders.
- Business‑fluent German and English skills.
- Proactive and independent working attitude with strong decision-making capabilities.
- High level of integrity, strong ethical standards and confidentiality.
- Ability to manage multiple stakeholders and competing priorities/demands.
- Excellent communication skills. Strong problem solving and strategic thinking availabilities.
What we offer:- Performance-related salary
- Flexible working hours
- Various personal development opportunities
- Pension scheme
- Lunch vouchers
- Corporate Benefit Program
Apply now!Send your CV to career-lux@universal-investment.com.
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Spontaneous Application
Universal-Investment is the largest independent investment company in the German-speaking world and market leader in Master KVGs and private label funds.
With its administration, insourcing and risk management services, the company focuses on the administration and structuring of funds, securities and alternative asset classes and offers complex risk management solutions.
Universal-Investment Luxembourg S.A., as a subsidiary of Universal Investment Gesellschaft mbH, is the leader among the licensed Luxembourg AIFM management companies (or AIFM ManCos) in terms of assets under management and ranks second in the field of so-called "Third Party ManCos”.
We owe our great success above all to the high level of commitment and enormous dedication of our employees.
Profiles we are interested in:
We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..
As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success.How to apply:
Please send your application and certificate of enrolment: career-lux@universal-investment.com
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Transaction Manager AIS
Grow with us! We are currently looking for a colleague to join our Universal Investment company as a Transaction Manager AIS.
Your tasks and responsibilities:
- Project lead for transactions in Alternative Investments
- Coordination of due diligence and transaction activities across all involved internal departments and external parties
- Coordinating projects with multiple transfers, restructurings and contributions-in-kind or distributions-in-kind
- Managing of the transaction tools (SharePoint System), including configuration, documentation upload, ensuring data integrity and audit readiness
- Proactively identify control gaps and efficiency opportunities; design and implement cross-functional process improvements
- Create and maintain comprehensive documentation and policies describing the transaction process within the scope of the transaction team
Your skills and experience:- At least two years’ professional experience in the Alternative Investments and / or funds institution
- Successfully completed degree (1st and 2nd state examinations bachelors’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject)
- Experience in project management, process efficiencies, automation & standardization
- 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
- Client centric mindset and superior customer service focus SharePoint knowledge
- Fluency in German and English.
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
- An attractive remuneration scheme
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.
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Accounts Payable Specialist(German Speaker)
Grow with us! We are currently looking for a colleague to join our company as an Accounts Payable Specialist.
Your tasks and responsibilities:
- Accounts Payable Management including invoice processing, master data management, payment run and reconciliation of creditor accounts
- Fixed asset accounting incl. depreciation run
- Charging-on invoices to funds and clients, Intercompany recharges incl. issuing invoices
- Travel – expense management
- Open items management and chosen GL accounts reconciliation
- Accrual Share Point management and posting
- Back-Up for other team members within the AP Team
Your skills and experience:- Bachelor’s degree or equivalent qualification in Finance, Economics, Business Administration, or related subject.
- At least 3-4 years of professional experience in accounting (ideally in accounts payable accounting).
- Strong understanding of Finance processes.
- Knowledge of SAP (or a comparable ERP system)
- Strong knowledge of MS Office applications (Excel, Word, PowerPoint and Outlook);
- Fluency in English and German (min. requirement B1) – both verbal and written communication.
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 KYC Analyst - German Speaker
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 here and from our offices in Frankfurt, Krakow, Luxembourg, Dublin, Singapore, Paris and Stockholm, we continue to expand internationally. We are currently looking for people with entrepreneurial mindset:
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Your tasks and responsibilities:
- Perform Initial and/or Ongoing Due Diligence on a daily basis within the Private Asset or Traditional Funds team in line with internal policies and procedures and maintain the working tools operational and up-to-date.
- Regularly interact with clients and investors for clarifications around AML/KYC requirements and assist them in fulfilling the regulatory obligations.
- Perform open-source research – Corporate Intelligence – to complete files and gather corroborating or mitigating evidence, as the case may be.
- Assist line management in preparation of appropriate reports/KPIs for internal as well as external parties (Management Companies, AIFMs, GPs, official TAs …) and authorities where relevant, on initial due diligence activities, blocked accounts, high risk individuals and ad hoc demands.
- Be a key point of contact for Client Service team on existing AML customer matters
- Manage screening hits. Deliver performance against agreed KPI objectives
- Identify areas of improvement along AML/KYC process and propose solutions
Your skills and experience:- University degree in Finance, Economics, or equivalent
- At least 5 years’ experience in financial industry and CSSF Regulatory environment
- At least 3 years’ experience with AML/KYC matters and associated processes
- Demonstrated strong performance at resolving AML/KYC cases
- Exposed to both traditional funds and private assets investors, complex structures
- Strong analytical skills. Strong goal orientation. Solution driven mindset
- Strong attention to details. Can do attitude. Strong work ethic.
- Very good English and German 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”)
- 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. -
Director - HR Operations
This is a senior leadership role responsible for the end to end effectiveness, stability, and scalability of global HR operations. The role has a strong strategic and hands on mandate to stabilize and optimize the HR technology landscape (HRIS), standardize and improve HR processes, and ensure consistent, compliant, and high quality HR service delivery across all regions. A key priority of the role is ensuring HR systems reliably support core HR processes, data integrity, compliance, and decision making, while enabling operational efficiency and continuous improvement.
Your tasks and responsibilities:
- Define and own the global HR Operations strategy, aligned with business priorities, regulatory requirements, and the overall people strategy.
- Establish global governance models for HR processes, HR systems, and data ownership.
- Drive consistency and transparency across regions while allowing for necessary local regulatory adaptations.
- Lead the end to end review, simplification, and standardization of global HR processes (hire to retire).
- Identify inefficiencies, duplication, and process gaps, and translate them into optimized, system enabled solutions.
- Ensure HR processes are clearly documented, scalable, auditable, and compliance ready.
- Drive automation and digital enablement to reduce manual effort, improve employee and manager experience, and enhance service quality.
- Provide global ownership of the HRIS landscape (Core HCM, Time & Absence).
- Lead HRIS (Workday) stabilization efforts, ensuring system reliability, data accuracy, process continuity, and reduced operational risk following implementations or transformations.
- Define and prioritize a continuous improvement roadmap for HR systems, moving from “system stability” to “value enablement.”
- Ensure strong data governance, role & access management, integrations, and security compliance in partnership with IT and Information Security.
- Define and monitor SLAs, KPIs, and operational performance metrics for HR operations and systems.
- Ensure consistent employee lifecycle execution across regions with a strong focus on accuracy, timeliness, and experience.
- Act as escalation point for complex operational and system related issues.
- Partner closely with HR Business Partners, C-level, IT, Finance, Legal, and external vendors to ensure end to end alignment.
- Manage HR technology and operations vendors, including performance, contracts, and service quality.
- Translate business needs into operational and system solutions, balancing speed, quality, and risk.
- Lead, develop, and inspire global HR Operations teams.
- Build strong operational capabilities and a culture of continuous improvement, accountability, and data driven decision making.
- Drive adoption of new processes and systems through structured change management, training, and communication.
HR Operations Strategy & Governance
Global HR Process Optimization
HRIS Stabilization, Optimization & Ownership
Service Delivery & Operational Excellence
Stakeholder & Vendor Management
Leadership & Change Management
Your skills and experience:- 10+ years of progressive experience in HR Operations, HR Transformation, or HR Technology leadership, ideally in complex, international organizations.
- Proven track record of HRIS implementation and stabilization, and optimization in global environments.
- Strong expertise in process design, service delivery models, and operational governance.
- Experience working in regulated or highly compliant environments is a strong advantage.
- Ability to operate strategically while remaining deeply hands on where needed.
- Experience in process optimization & operational excellence.
- Strong data governance, compliance & risk awareness.
- Excellent stakeholder management and influencing skills at executive level.
- Change leadership & problem solving.
- Strong execution mindset with attention to detail
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”)
- Hybrid working model.
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. -
Director - HR Operations
This is a senior leadership role responsible for the end to end effectiveness, stability, and scalability of global HR operations. The role has a strong strategic and hands on mandate to stabilize and optimize the HR technology landscape (HRIS), standardize and improve HR processes, and ensure consistent, compliant, and high quality HR service delivery across all regions. A key priority of the role is ensuring HR systems reliably support core HR processes, data integrity, compliance, and decision making, while enabling operational efficiency and continuous improvement.
Your tasks and responsibilities:
- Define and own the global HR Operations strategy, aligned with business priorities, regulatory requirements, and the overall people strategy.
- Establish global governance models for HR processes, HR systems, and data ownership.
- Drive consistency and transparency across regions while allowing for necessary local regulatory adaptations.
- Lead the end to end review, simplification, and standardization of global HR processes (hire to retire).
- Identify inefficiencies, duplication, and process gaps, and translate them into optimized, system enabled solutions.
- Ensure HR processes are clearly documented, scalable, auditable, and compliance ready.
- Drive automation and digital enablement to reduce manual effort, improve employee and manager experience, and enhance service quality.
- Provide global ownership of the HRIS landscape (Core HCM, Time & Absence).
- Lead HRIS (Workday) stabilization efforts, ensuring system reliability, data accuracy, process continuity, and reduced operational risk following implementations or transformations.
- Define and prioritize a continuous improvement roadmap for HR systems, moving from “system stability” to “value enablement.”
- Ensure strong data governance, role & access management, integrations, and security compliance in partnership with IT and Information Security.
- Define and monitor SLAs, KPIs, and operational performance metrics for HR operations and systems.
- Ensure consistent employee lifecycle execution across regions with a strong focus on accuracy, timeliness, and experience.
- Act as escalation point for complex operational and system related issues.
- Partner closely with HR Business Partners, C-level, IT, Finance, Legal, and external vendors to ensure end to end alignment.
- Manage HR technology and operations vendors, including performance, contracts, and service quality.
- Translate business needs into operational and system solutions, balancing speed, quality, and risk.
- Lead, develop, and inspire global HR Operations teams.
- Build strong operational capabilities and a culture of continuous improvement, accountability, and data driven decision making.
- Drive adoption of new processes and systems through structured change management, training, and communication.
HR Operations Strategy & Governance
Global HR Process Optimization
HRIS Stabilization, Optimization & Ownership
Service Delivery & Operational Excellence
Stakeholder & Vendor Management
Leadership & Change Management
Your skills and experience:- 10+ years of progressive experience in HR Operations, HR Transformation, or HR Technology leadership, ideally in complex, international organizations.
- Proven track record of HRIS implementation and stabilization, and optimization in global environments.
- Strong expertise in process design, service delivery models, and operational governance.
- Experience working in regulated or highly compliant environments is a strong advantage.
- Ability to operate strategically while remaining deeply hands on where needed.
- Experience in process optimization & operational excellence.
- Strong data governance, compliance & risk awareness.
- Excellent stakeholder management and influencing skills at executive level.
- Change leadership & problem solving.
- Strong execution mindset with attention to detail
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”)
- Hybrid working model.
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 Alternative Investments Private Equity
Grow with us! We are currently looking for a colleague to join as a Fund Accountant Alternative Investments – Private Equity. We are a growing, multinational team based in Luxembourg, Frankfurt and Krakow and you would play a crucial role in achieving our ambition of becoming the leading European Fund Service Platform.
Your tasks and responsibilities:
- Independent and responsible accounting of all business transactions within the framework of end to end fund accounting for Alternative Investment Funds;
- Coordination and control of the accounting service providers and general partners of all national and international investments (incl. data collection, preparation and further processing);
- Preparation of Net Asset Value calculations (nearly all monthly or quarterly) in accordance with the AIFs valuation policies and within the deadlines;
- Close cooperation with external partners (asset managers, general partners, investors, auditors and tax consulting firms) as well as internal departments (reporting, taxes, annual reports, portfolio management);
- Project work (e.g. participation in the set up, onboarding and takeover of funds);
- Participation in process design, implementation and optimization initiatives (suggestions for improvement, concepts, support during testing and applying in production)
Your skills and experience:- Experience in Fund Accounting or accounting experience in general
- Knowledge about Private Equity, experience is an asset
- Strong ethics. You value your integrity and you show commitment and ownership towards your personal and your team’s tasks
- Open minded with a a can-do attitude
- Fluent English. An understanding of German is 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”)
- 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 Lifecycle Expert with German
Grow with us! We are currently looking for a Fund Lifecycle Expert with German to join our Universal Investment company.
Your tasks and responsibilities:
- Steering and monitoring of team related process and projects for institutional and retail funds in order to ensure in-time and in-quality delivery for fund lifecycle projects: Asset Manager/Berater/Custodian/ Management Company change, Mergers, Changes of BAB/AAB (Terms and Conditions of Investment), Custodian and Management Company changes
- Strong collaboration and coordination of team related tasks within the department and across company as well as with external parties (Asset Managers, Depositories, Custodians);
- Preparing and negotiating all relevant contracts for fund events (e.g. Master Agreements for the Outsourcing of Portfolio Management Services, Service Level Agreements, Third Party Agreements)
- Ensuring a high level of customer satisfaction through a fast and competent response to internal and external client enquiries and requests with regards to team related tasks
- Support internal and external clients in handling some non-standard requests
- Establish and maintain efficient and well documented processes as well as challenge and improve existing tasks
- Define and provide areas for improvements and support their implementation as well as automatization processes and initiatives
Your skills and experience:- University degree in law, business administration, finance, economics or related field of study
- Minimum 3 years’ experience in the financial industry
- Fluency in German and English
- Organizational and project management skills, incl. proven experience in project management and/or contract management
- 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
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. -
German Payroll Expert
Grow with us! We are currently looking for a colleague to join our Universal Investment company for a position of German Payroll Expert.
Your tasks and responsibilities:
- Prepare and process payroll for Germany in accordance with statutory requirements and internal deadlines.
- Ensure accuracy of payroll data, including salaries, bonuses, benefits, deductions, and statutory contributions.
- Coordinate with external payroll providers (SD Worx) to ensure high-quality service delivery.
- Maintain payroll records in compliance with audit, data privacy, and financial regulations.
- Monitor and interpret changes in German payroll legislation, tax laws, and employment regulations and also the tariff agreement for banking services.
- Ensure payroll processes are aligned with regulatory requirements for the financial/banking sector.
- Support internal and external audits related to payroll.
- Utilize and maintain payroll-related reports in Workday and other HR systems.
- Identify and implement process improvements to enhance payroll accuracy, efficiency, and compliance.
- Collaborate with HR, Finance, and Compliance teams to optimize payroll workflows.
- Serve as the primary point of contact for payroll queries from employees in Germany.
- Liaise with Finance for payroll accounting and reconciliation processes including accruals etc.
- Partner with HR colleagues to ensure data integrity and process consistency.
- Timely and error-free payroll runs for Germany.
- Compliance with all statutory deadlines and requirements.
- Positive stakeholder feedback and effective issue resolution.
- Successful completion of audits without significant findings.
Your skills and experience:- Bachelor’s degree in HR, Finance, Accounting, or related field; or equivalent relevant experience.
- Minimum 5–7 years of payroll experience, including substantial responsibility for German payroll required.
- Experience in a regulated financial services or banking environment strongly preferred.
- Deep knowledge of Irish and UK payroll legislation
- Fluency in English
- Very good knowledge of German would be an asset
- Ability to work effectively with internal stakeholders and external payroll providers.
- Strong attention to detail, accuracy, and confidentiality.
- Ability to work independently and manage multiple priorities under tight deadlines.
- Proactive in identifying compliance risks and process improvement opportunities.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- 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. -
Group Head of Corporate Secretary
Grow with us! We are currently looking for a Group Head of Corporate Secretary to join our Corporate Legal & Corporate Governance and Compliance Department within Risk, who ensures the effective functioning of corporate governance practices, compliance with legal and regulatory requirements, and proper coordination between the Board of Directors, shareholders, and Senior Management across the Group.
Role & Objectives:
- Ensuring the highest governance standards in a regulated KVG structure (KAGB, AIFMD, UCITS).
- Responsibility for proper corporate governance (Management Boards, Supervisory Boards), including a Supervisory Board with a one-third co-determination.
- Governance coordination within the international group structure (including SE structure at holding company level) and ensuring consistency and standardization of governance practices across all subsidiaries/jurisdictions across multiple entities.
- Collaborate with senior management across different entities to align on and harmonize standards, processes and procedures.
- Ensure group wide understanding of key decisions and resolutions. Improve transparency of processes and procedures across entities to support functional organization.
- Direct reporting to the ManCo’s Management Board, with a functional reporting line to the SE holding company.
- High visibility to group management and supervisory bodies.
Your skills and responsibilities:
- Preparation and follow‑up of all board and committee meetings, including resolution documentation.
- Monitoring compliance with corporate and regulatory requirements (AktG, GmbHG, SE Regulation, KAGB).
- Supporting board appointments, fit‑and‑proper procedures, and mandate documentation.
- Coordination with Compliance, Risk Management, and Internal Audit functions.
- Support in special audits, Section 44 KWG/KAGB audits, and annual financial statement audits.
- Oversee statutory filings with regulatory bodies, including annual reports (in cooperation with Finance) and other necessary filings.
- Manage shareholder communications, including resolutions, decision making / approvals etc.
- Provide strategic input in M&A activities and structural changes.
Your skills and experience:- Fully qualified lawyer or comparable academic qualification with a focus on corporate law and financial regulation.
- At least 5-10 years in a regulated financial environment (ManCo, financial institution, Big Four, or comparable).
- Strong knowledge of governance structures preferably in Germany and Luxembourg. Experience in multi-jurisdictional environments is advantageous.
- Proven experience in supporting co‑determined supervisory boards.
- Confident interaction with Management Boards, Supervisory Boards, and international stakeholders.
- Business‑fluent German and English skills.
- Proactive and independent working attitude with strong decision-making capabilities.
- High level of integrity, strong ethical standards and confidentiality.
- Ability to manage multiple stakeholders and competing priorities/demands.
- Excellent communication skills. Strong problem solving and strategic thinking availabilities.
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”)
- 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. -
Identity and Access Management Specialist
Grow with us! We are currently looking for a colleague to join our Identity and Access Management (IAM) Team that is a part of our Information Security Solutions Department. We are responsible for ensuring the long term continuity and security of corporate identity and access management services by designing automated workflows, managing complex technical issues, and maintaining high IAM governance standards.
Your tasks and responsibilities:
- Support the IAM team through effective coordination and hands‑on technical expertise
- Resolve complex IAM‑related issues and manage IT service tickets in line with security requirements and internal SLAs
- Design, document, and continuously improve IAM processes, including Joiner‑Mover‑Leaver (JML) workflows, business and user recertification, segregation of duties (SoD), and permission concept lifecycle management
- Automate end‑to‑end identity and application lifecycle processes, including access provisioning, de‑provisioning, and access governance across the organization
- Implement, execute, and monitor preventive, detective, and corrective IAM controls to ensure regulatory compliance and reduce security risks
- Perform business role modeling, role mining, and role analytics to support effective access governance
- Apply Zero Trust Architecture principles in daily work, including least privilege, RBAC, ABAC, just‑in‑time (JIT), and just‑enough‑administration (JEA)
Your skills and experience:- Degree in Computer Science, Cybersecurity, IT, or a related field
- 5+ years of hands‑on experience in Identity and Access Management, preferably in regulated environments
- Strong technical expertise in Active Directory and Microsoft Entra ID
- Practical experience with core IAM processes (JML, RBAC/ABAC, SoD, access reviews)
- Experience with MFA, Conditional Access, and privileged/service account management
- Hands‑on experience automating IAM processes using workflows and API integrations
- Integration experience with Identity Governance and Administration (IGA) tools
- Experience supporting BAU IAM operations, including audits and remediation of findings
- Professional working proficiency in English (C1); German language skills are an advantage
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”)
- 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. -
Internship for German Speakers
Grow with us! We are currently looking German - speaking Students.
Are you open minded person who:
- is available for min. 20 hours/ week between 8-17?
- speaks English and German on B2 level?
- has interest in the financial industry?
- is eager to try new things and learn from experts?
- has curiosity, agility, and high sense of responsibility?
What we offer:
- Competitive salary
- Flexible working hours – minimum 20h/week
- Stationary work in beautiful office
- Contract of mandate
- Private health care
- Access to LinkedIn Learning
- Sports activities, including Yoga classes in the office
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Lawyer - Legal Fund Governance (German Speaker)
Grow with us! We are currently looking for a colleague to join our company as a Lawyer - Legal Fund Governance (German Speaker).
Your tasks and responsibilities:
- Drafting and/or legal review negotiation of documents in the context of the set-up/structuring/restructuring of Universal Investment fund structures with focus on alternatives
- Advice with regard to all legal fund related questions (company law, supervisory law etc.)
- Legal Support for projects related to supervisory and regulatory as well as fund and product-specific issues and their implementation.
Your skills and experience:- Law degree
- Experience in the area of legal fund set-up/structuring
- Experience in a comparable position
- Fluent in German and English
- Knowledge of Luxembourgish and/or German supervisory law would be an asset
- Excellent organizational skills and ability to manage and prioritize multiple tasks
- Strong capacity and Team work, motivation, resilience and service-oriented approach.
- Fluency in German and English.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
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. -
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Securities Static Data and Corporate Actions Officer
Grow with us! We are currently looking for a colleague to join us as Securities Static Data and Corporate Actions Officer.
Your tasks and responsibilities:
- Ensure the opening of financial instruments: gather the necessary documentation, understand the description and characteristics of the instrument, open the instrument’s identification in the database in order to allow the recording of transactions, the sending of settlement pre-instruction, the feeding of prices, the information of securities transactions, the control of investment limits, the preparation of risk reports and financial statements.
- Corporate actions processing to allow accountants to reflect them in the fund accounting: analyze and record in the system the corporate actions that can be processed uniformly and centrally, distribute by fund the corporate actions that need to be processed specifically by the accountants.
- Securities maintenance: updating data that are subject to periodic changes or that have been recently modified: variable interest rate, inflation factor, amortization factor, rating adaptation.
- Investigate and resolve issues relating to securities data and corporate actions: check the accuracy of information from various sources
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.
- Working on-site following assigned operational tasks
- Ability to work from office at minimum 50% of working time
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”)
- 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. -
Revenue Operations Specialist
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. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris, Singapore 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.
Join our team as a Revenue Operations Specialist, where you'll play a vital role in ensuring the accuracy, completeness, consistency, and reliability of CRM pipeline data across our commercial organization. Collaborating closely with SRM Enablement, Sales, Relationship Management, and Senior Management, you will enhance data quality standards, boost forecasting reliability, and empower smarter commercial decision-making. Reporting to the Group Head of Sales & Relationship Management Enablement and Commercial Strategy, the ideal candidate will combine analytical expertise with strong stakeholder management skills. You’ll proactively identify pipeline risks, enforce governance standards, and elevate overall pipeline health.
Your tasks and responsibilities:
Pipeline Data Quality & Governance:
- Monitor CRM pipeline quality across all pipeline stages, regions, and teams
- Identify and resolve incomplete, outdated, duplicate, or inconsistent opportunity records
- Enforce pipeline governance standards, definitions, and mandatory field compliance
- Ensure opportunities are progressing according to agreed sales stage criteria
- Conduct weekly hygiene review sessions with Sales and Relationship Management teams (DACH & International) and monitor pipeline daily
Forecast Accuracy & Reporting:
- Support accurate forecasting through improved pipeline integrity
- Identify pipeline anomalies, artificial inflation, stale opportunities, and risk patterns
- Produce regular pipeline health dashboards and KPI reporting for senior management, department heads and individuals
- Track key metrics such as: Pipeline aging, conversion rates, stage volatility, data completeness, forecast variance, win/loss trends
Cross-Functional Collaboration:
- Partner with Commercial Leadership Team, SRM Steering & Analytics, Finance, and Marketing
- Support monthly business reviews, forecast calls, and executive reporting
- Drive accountability within commercial teams for maintaining high-quality CRM data
- Provide recommendations to improve commercial processes and pipeline management discipline
Process Improvement & Automation:
- Identify opportunities to automate data validation and pipeline monitoring
- Support CRM optimization initiatives and workflow enhancements
- Collaborate with Finance and IT teams on reporting improvements
- Drive implement AI-driven pipeline inspection and data cleansing capabilities and reporting automation
Training & Enablement:
- Act as a subject matter expert for CRM data quality standards
- Educate commercial teams on pipeline hygiene best practices
- Create documentation, playbooks, and training materials
Your skills and experience:
- Bachelor’s degree in Business, Finance, Data Analytics, Information Systems, or related field
- 2–5+ years of experience in Revenue Operations, Sales Operations, CRM Administration, Commercial Excellence, or related roles
- Strong experience with CRM systems, preferably Microsoft Dynamics 365
- Strong analytical and problem-solving skills
- Advanced Excel, Microsoft Power BI and reporting capabilities
- Experience working with sales forecasting and pipeline management processes
- Excellent communication and stakeholder management skills
- High attention to detail and process discipline
- Knowledge of revenue operations frameworks and commercial excellence programs
- Experience with AI-enabled pipeline analytics or inspection tools
- Understanding of data governance principles
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”)
- 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. -
Revenue Steering and Analytics 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 here and from our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally.
We are currently looking for a Revenue Steering & Analytics Manager. This postion plays a central role within the Commercial Organization of Universal Investment Group. The role acts as a strategic partner to commercial senior leadership, translating business strategy into measurable targets, performance insights, and actionable initiatives to optimize growth, efficiency, and profitability.
The role reports to Group Head of Sales & Relationship Management Enablement and Commercial Strategy. The successful candidate will act as a trusted business partner to senior commercial leadership team, driving commercial performance through data-driven steering, business analytics, performance management, and strategic decision support to enhance growth, transparency, and operational effectiveness across Sales and Relationship Management.
Your tasks and responsibilities:
Commercial Steering & Performance Management
- Develop and manage commercial KPIs, dashboards, and performance reporting frameworks across the commercial organization
- Monitor sales pipeline health, revenue development, client activity, and commercial productivity metrics
- Support forecasting, budgeting, and target-setting processes for sales and commercial teams
- Identify performance gaps and propose actionable improvement initiatives
- Drive transparency on commercial performance toward senior management and executive committees
Analytics & Business Insights
- Analyze client, product, and market data to identify growth opportunities, trends, and risks
- Generate strategic insights on:
- Client acquisition and retention
- Wallet share development
- Product penetration
- Cross-selling opportunities
- Commercial efficiency
- Build advanced reporting and analytical models using BI tools and AI tools
- Translate analytical findings into clear management recommendations.
- Identify inefficiencies and drive continuous improvement
Strategic Decision Support
- Prepare executive-ready presentations, steering materials, and management reports.
- Support strategic initiatives across the commercial organization, including:
- Commercial excellence programs
- CRM optimization
- Coverage model enhancements
- Pricing and profitability analysis
- Go-to-market initiatives
- Coordinate cross-functional projects with Sales, Relationship Management, Product, Operations, Finance, and Marketing teams.
Governance & Process Optimization
- Establish scalable governance and reporting standards across commercial activities
- Improve data quality, reporting consistency, and KPI definitions
- Support implementation of automation and AI-driven analytics capabilities
- Contribute to continuous improvement of commercial operating models and processes
Your skills and experience:- 6–10+ years of experience in: Commercial steering, business analytics, strategy, sales operations, consulting, financial services
- Strong understanding of fund services industry or B2B financial services environments
- Experience working with senior stakeholders and executive management
- Strong analytical and problem-solving capabilities
- Advanced Excel, Microsoft Power BI and reporting capabilities
- Experience with BI and analytics tools such as Power BI or similar
- Strong understanding of CRM systems and commercial analytics
- High attention to detail and process discipline
- Ability to synthesize complex information into concise management insights
- Excellent communication and stakeholder management skills
- High level of ownership, structure, and execution focus
- University degree in Business, Finance, Economics, Data Analytics, or related field
- Experience in asset management, fund administration, or institutional financial services
- Familiarity with data automation, AI-enabled reporting, or advanced analytics methodologies
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. -
Revenue Steering and Analytics 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 here and from our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally.
We are currently looking for a Revenue Steering & Analytics Manager. This postion plays a central role within the Commercial Organization of Universal Investment Group. The role acts as a strategic partner to commercial senior leadership, translating business strategy into measurable targets, performance insights, and actionable initiatives to optimize growth, efficiency, and profitability.
The role reports to Group Head of Sales & Relationship Management Enablement and Commercial Strategy. The successful candidate will act as a trusted business partner to senior commercial leadership team, driving commercial performance through data-driven steering, business analytics, performance management, and strategic decision support to enhance growth, transparency, and operational effectiveness across Sales and Relationship Management.
Your tasks and responsibilities:
Commercial Steering & Performance Management
- Develop and manage commercial KPIs, dashboards, and performance reporting frameworks across the commercial organization
- Monitor sales pipeline health, revenue development, client activity, and commercial productivity metrics
- Support forecasting, budgeting, and target-setting processes for sales and commercial teams
- Identify performance gaps and propose actionable improvement initiatives
- Drive transparency on commercial performance toward senior management and executive committees
Analytics & Business Insights
- Analyze client, product, and market data to identify growth opportunities, trends, and risks
- Generate strategic insights on:
- Client acquisition and retention
- Wallet share development
- Product penetration
- Cross-selling opportunities
- Commercial efficiency
- Build advanced reporting and analytical models using BI tools and AI tools
- Translate analytical findings into clear management recommendations.
- Identify inefficiencies and drive continuous improvement
Strategic Decision Support
- Prepare executive-ready presentations, steering materials, and management reports.
- Support strategic initiatives across the commercial organization, including:
- Commercial excellence programs
- CRM optimization
- Coverage model enhancements
- Pricing and profitability analysis
- Go-to-market initiatives
- Coordinate cross-functional projects with Sales, Relationship Management, Product, Operations, Finance, and Marketing teams.
Governance & Process Optimization
- Establish scalable governance and reporting standards across commercial activities
- Improve data quality, reporting consistency, and KPI definitions
- Support implementation of automation and AI-driven analytics capabilities
- Contribute to continuous improvement of commercial operating models and processes
Your skills and experience:- 6–10+ years of experience in: Commercial steering, business analytics, strategy, sales operations, consulting, financial services
- Strong understanding of fund services industry or B2B financial services environments
- Experience working with senior stakeholders and executive management
- Strong analytical and problem-solving capabilities
- Advanced Excel, Microsoft Power BI and reporting capabilities
- Experience with BI and analytics tools such as Power BI or similar
- Strong understanding of CRM systems and commercial analytics
- High attention to detail and process discipline
- Ability to synthesize complex information into concise management insights
- Excellent communication and stakeholder management skills
- High level of ownership, structure, and execution focus
- University degree in Business, Finance, Economics, Data Analytics, or related field
- Experience in asset management, fund administration, or institutional financial services
- Familiarity with data automation, AI-enabled reporting, or advanced analytics methodologies
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.
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Sales Director – Liquid Assets & Insourcing Solutions
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We service funds in the key domiciles of Germany, Luxembourg and Ireland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for an experienced Sales Director to join our Sales Liquid Asset & Insourcing Team. .
Your tasks and responsibilities:
- Drive client acquisition for asset managers across Europe and beyond, taking a proactive, self-starter approach.
- Develop and manage potential client lists, identifying key opportunities for business growth.
- Plan, organize, and represent the company at workshops and sales presentations, showcasing our value to prospective clients.
- Prepare and negotiate offers, agreements, and conditions, ensuring alignment with client needs and business objectives.
- Stay informed about market trends, gathering insights on client requirements, competitor pricing, and reporting standards.
- Research and plan client-specific events, collaborating with the marketing team to create targeted, high-impact engagements.
- Build and strengthen relationships with business partners, expanding our network and enhancing long-term partnerships
Your skills and experience:- Extensive experience in investment fund sales within a Management Company with a solid understanding of market practices, particularly in an international setting.
- Extensive experience of the ManCo sector in Ireland and Luxembourg.
- Connections to many players in the Irish and Lux markets.
- Adaptable and resilient, able to perform under pressure while managing multiple priorities.
- Proactive self-starter, with a problem-solving mindset and the ability to take initiative.
- Strong conceptual and analytical skills, enabling quick adaptation to changing demands and tight deadlines.
- Confident and professional demeanor, with the ability to engage clients and stakeholders effectively.
- Team player, with excellent collaboration skills.
- Fluent in English, with exceptional communication skills and a service-oriented approach
- Willingness to travel both nationally and internationally as needed.
What we offer:- A performance-related salary
- Pension plan
- Health insurance
- Life insurance
- Additional annual leave
- Travel allowance or tax saver ticket
- Flexible working hours
- Hybrid working model
- Modern workplace in a conveniently situated location
Apply now!Send your CV to careers_irl@universal-investment.com.
The recruiting entity here is Universal-Investment Ireland Fund Management LIMITED
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_irl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Spontaneous Application
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Luxembourg, Ireland and Germany. From here and from our offices in London, Krakow and Hamburg, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Profiles we are interested in:
- We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..
- As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success
What we offer:
- A performance-related salary
- Flexible working hours
- Hybrid working model
- Modern workplace in a conveniently situated location
- Additional annual leave
- Travel allowance or tax saver ticket
- Pension plan
- Health insurance
- Life insurance
- Bike to work scheme
Apply now!Send your CV to careers_irl@universal-investment.com.
The recruiting entity here is Universal-Investment Ireland Fund Management LIMITED
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_irl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
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Business Development Director UK (securities)
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 looking for a commercially driven Business Development Manager to expand our Securities offering within the public markets space. This role focuses on acquiring and developing relationships with asset managers, banks, wealth managers, and institutional investors seeking fund platform, structuring, and administration solutions for liquid strategies. The position is ideal for a senior sales professional who combines strong capital markets knowledge with a proven ability to originate mandates and manage complex client relationships across Europe.
Your tasks and responsibilities:
- Identify, originate, and close new business opportunities within public markets.
- Target asset managers running liquid strategies such as equities, fixed income, multi-asset, and ETFs.
- Build and maintain a robust sales pipeline across priority European markets.
- Lead end-to-end sales processes, from prospecting to mandate signing.
- Develop long-term partnerships with asset managers, banks, and institutional clients.
- Act as a trusted advisor, understanding clients’ operating models and growth plans.
- Identify cross-selling opportunities across the securities platform.
- Promote fund platform solutions, ManCo/AIFM services (where applicable), fund administration, and regulatory hosting.
- Advise clients on fund launches, platform migrations, and distribution readiness.
- Maintain strong awareness of regulatory developments (e.g., UCITS, MiFID) and industry trends.
- Monitor competitor activity and market dynamics.
- Stay informed about market trends, gathering insights on client requirements, competitor pricing, and reporting standards.
- Research and plan client-specific events, collaborating with the marketing team to create targeted, high-impact engagements.
- Build and strengthen relationships with business partners, expanding our network and enhancing long-term partnerships.
- Represent the firm at industry conferences, client events, and professional forums.
Your skills and experience:- Extensive experience in investment fund sales within a Management Company with a solid understanding of market practices, particularly in an international setting.
- Extensive experience in sales and business development within the securities space.
- Proven track record of success in selling fund administration services to top tier Clients.
- Strong understanding of UCITS structures and liquid investment strategies
- Good knowledge of capital markets and the European regulatory environment
- Familiarity with distribution models and fund platform ecosystems
- Established network and relationships with key players in the industry.
- Result driven with ability to leverage industry connections to identify business opportunities, source new clients, and build strategic partnerships.
- Outstanding communication and presentation skills
- Adaptable and resilient, able to perform under pressure while managing multiple priorities.
- Proactive self-starter, with a problem-solving mindset and the ability to take initiative.
- Willingness to travel both nationally and internationally as needed.
- 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 related field is typically required.
What we offer:- Performance-related salary
- Flexible working hours
- Modern workplace in a conveniently-situated location
- Various personal development opportunities
Apply now!Send your CV to career-lux@universal-investment.com.
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Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
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