Open positons

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

Compliance Officer

 Your areas of responsibility:

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

What you offer:

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

What we offer:

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

How to apply:

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

Click here to check our data protection notice

This is applicable also for any CV that is submitted directly to Hiring Managers.

In you are interested in becoming one of our preferred recruitment suppliers in the future, please email career@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. 

Grow with us! We are currently looking for a colleague to join our Corporate Legal & Governance Team.

Your tasks and responsibilities:

• Monitoring, analyzing and advising in non-fund-related legal questions (AIFM/ UCITS directive including respective EU regulations, ESMA-recommendations, implementation of laws other applicable legal provision as well as statements of competent authorities)
• Legal review and negotiation of documentation, drafting of legal documents such as agreements and board resolutions on corporate level
• Active design and documentation of Universal-Investment-Luxembourg’s governance structure within the framework of a strategic group roadmap (including organizational handbook and committees)
• Point of contact for Universal-Investment-Luxembourg’s management and supervisory board as well as for colleagues within its German subsidiary as regulated entity
• Liaising with CSSF regarding corporate legal matters, in particular conducting approval procedures, point of contact for CSSF-ManCo department

 
Your skills and experience:

• Ideally a successfully completed law degree (1st and 2nd state examinations) or a degree in business law, business administration or economics
• Ideally three to five years’ professional experience in the Luxembourg investment fund industry and/ or credit institution or consulting firm
• Practical experience in a comparable position
• Strong capacity for teamwork, motivation, reliability, resilience and service-oriented approach
• Organizational talent, personal initiative and ability to develop solutions independently
• Very good PC skills (MS Office)
• Fluency in German and English.

 
What we offer:

• Performance-related salary
• Flexible working hours
• Modern workplace in a conveniently-situated location
• Various personal development opportunities
• Pension scheme
• Lunch vouchers
• Corporate Benefit Program

 
Apply now!

Send your CV to career-lux@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.}

Grow with us! We are currently looking for a colleague to join our Team that is a part of our Legal Fund Governance Department.

Your tasks and responsibilities:

• Independent analysis of current national and international ESG regulation, legal review of ESG strategies for the funds and legal advice to our departments on all relevant ESG topics.
• Independent reviewing, negotiation and processing of fund documentation with various business partners of all group companies. The focus is on investment terms and conditions, sales prospectuses, investor information documents, outsourcing and investment advisory agreements and distribution agreements.
• Handling legal related issues for our management, specialist departments and affiliated companies
• Legal support, processing and evaluation of national and international legal developments such as directives and legislative proposals / advising the specialist departments with regard to the implementation of legal and regulatory requirements for the investment business

 
Your skills and experience:

• Educational background / diploma in Law
• Professional experience and interest in ESG related topics, preferably within financial services industry
• Knowledge of German and / or international investment law (Luxembourg, Ireland)
• Organizational, training and time management skills
• Very good German and English skills
• Ability to work in a team and focus on quality

 
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.

^{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.}

Grow with us! We are currently looking for a colleague to join our Team that is a part of our Legal Fund Governance Department.

Your tasks and responsibilities:

• Analyzing current national and international ESG regulation, legal review of ESG strategies for the funds, and providing legal advice to our departments on all relevant ESG issues for our funds.
• Reviewing, negotiation and processing of fund documentation with various business partners of all group companies. The focus is on investment terms and conditions, sales prospectuses, investor information documents, outsourcing and investment advisory agreements and distribution agreements.
• Handling legal issues for our management, specialist departments and affiliated companies
• Legal support, processing and evaluation of national and international legal developments such as directives and legislative proposals / advising the specialist departments with regard to the implementation of legal and regulatory requirements for the investment business.

 
Your skills and experience:

• Educational background / diploma in Law
• Professional experience and interest in ESG related topics, preferably within financial services industry
• Interest in German and international investment law (Luxembourg, Ireland)
• Organizational and time management skills
• Very good English skills
• Ability to work in a team and focus on quality

 
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.

^{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.}

 We are hiring a 

Corporate Investment Services (Company Secretary)

You will be responsible for the following activities of our domiciled companies:

• Contact person for the board of directors, management, investors, outsourcing partners and auditors with regards to corporate topics
• Preparation and distribution of board documents and information to board members
• Preparation of meetings required under company law
• Preparation of resolutions, meeting minutes and coordination with parties involved
• Review of fund management decisions with regards to necessary measures and implementation of internal requirements
• Maintenance of investment structures, publications as well as monitoring of deadlines

What you offer:

• You are a law graduate or you have gained experience as a legal assistant/ paralegal
• You are a law graduate or you have gained experience as a legal assistant/ paralegal
• We are also happy to consider candidates with a different educational background or ambitious career changers interested in the investment fund business in Luxembourg!
• Structured and independent way of working, strong service-oriented attitude, flexibility and a high degree of resilience
• You enjoy taking on responsibility and you are able to integrate quickly into our motivated team of professionals
• Very good written and spoken English skills are mandatory; good working knowledge of German required; knowledge of French an advantage
• Proficient PC knowledge (MS-Office products)

What we offer:

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



How to apply:

Please send your application and certificate of enrolment:
career-lux@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 or agree to pay any recruitment fee for unsolicited CV’s.

This is applicable also for any CV that is submitted directly to Hiring Managers.

In you are interested in becoming one of our preferred recruitment suppliers in the future, please email career@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. 

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

Legal Fund Governance - Securities

Your areas of responsibility:

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

What you offer:

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

What we offer:

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

How to apply:

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

Click here to check our data protection notice

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 or agree to pay any recruitment fee for unsolicited CV’s.

This is applicable also for any CV that is submitted directly to Hiring Managers.

In you are interested in becoming one of our preferred recruitment suppliers in the future, please email career@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. 

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

Fund Setup Regulatory Team employee (Junior)

Your areas of responsibility:

• Preparation of the entire fund documentation (prospectus, article of incorporation, service agreements etc.) for liquid Luxembourg investment funds
• You will be in contact with our clients and external service providers and negotiate related fund documentation as well as agreements
• Liaise with supervisory authority (CSSF) for filing and review until approval
• Support projects (e.g. from a regulatory perspective)

What you offer:

• Ideally a successfully completed law degree (1st and 2nd state examination) or a degree in business law, business administration or economics
• General understanding of the investment funds industry along with the legal and regulatory requirements
• Any previous experience in a similar role especially in fund setup and/or lifecycle activities are considered an asset
• Strong capacity for team work, motivation, reliability, resilience and service-orientation
• Organizational talent, personal initiative and ability to develop solutions independently
• Very good PC skills (MS Office)
• Fluency in German and English

What we offer:

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

How to apply:

Please send your application and salary expectation to:

career-lux@universal-investment.com

Click here  to check our data protection notice

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 or agree to pay any recruitment fee for unsolicited CV’s.

This is applicable also for any CV that is submitted directly to Hiring Managers.

In you are interested in becoming one of our preferred recruitment suppliers in the future, please email career@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

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

Experienced employee for our Fund Setup Regulatory Team

Your areas of responsibility:

• Processing the entire fund documentation (prospectus, article of incorporation, service agreements etc.) for liquid Luxembourg investment funds
• Contact person for clients and external service providers
• Negotiation of fund documentation as well as agreements
• Liaise with supervisory authority (CSSF) for filing and review until approval
• Contribute to internal and external projects e.g. from a regulatory perspective

What you offer:

• A completed law degree (1st and 2nd state examination) or a degree in business law, business administration or economics
• Proven track record in financial markets and investment products
• A minimum of 3 years’ experience in a similar role especially in fund setup and lifecycle activities
• Strong capacity for team work, motivation, reliability, resilience and service-orientation
• Organizational talent, personal initiative and ability to develop solutions independently
• Very good PC skills (MS Office)
• Fluency in German and English

What we offer:

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

How to apply:

Please send your application and salary expectation to:

career-lux@universal-investment.com

Click here  to check our data protection notice

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 or agree to pay any recruitment fee for unsolicited CV’s.

This is applicable also for any CV that is submitted directly to Hiring Managers.

In you are interested in becoming one of our preferred recruitment suppliers in the future, please email career@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

Universal-Investment is the largest independent investment company in the German-speaking world and market leader in Master KVGs and private label funds.

With its administration, insourcing and risk management services, the company focuses on the administration and structuring of funds, securities and alternative asset classes and offers complex risk management solutions.

Universal-Investment Luxembourg S.A., as a subsidiary of Universal Investment Gesellschaft mbH, is the leader among the licensed Luxembourg AIFM management companies (or AIFM ManCos) in terms of assets under management and ranks second in the field of so-called "Third Party ManCos”.

We owe our great success above all to the high level of commitment and enormous dedication of our employees.

Profiles we are interested in:

We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..

As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success.

How to apply:

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

Click here  to check our data protection notice

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 or agree to pay any recruitment fee for unsolicited CV’s.

This is applicable also for any CV that is submitted directly to Hiring Managers.

In you are interested in becoming one of our preferred recruitment suppliers in the future, please email career@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

Grow with us! We are currently looking for a colleague to join our Team that is a part of our Legal Fund Governance Department.

Your tasks and responsibilities:

• Analyzing current national and international ESG regulation, legal review of ESG strategies for the funds, and providing legal advice to our departments on all relevant ESG issues for our funds.
• Reviewing, negotiation and processing of fund documentation with various business partners of all group companies. The focus is on investment terms and conditions, sales prospectuses, investor information documents, outsourcing and investment advisory agreements and distribution agreements.
• Handling legal issues for our management, specialist departments and affiliated companies
• Legal support, processing and evaluation of national and international legal developments such as directives and legislative proposals / advising the specialist departments with regard to the implementation of legal and regulatory requirements for the investment business.

 
Your skills and experience:

• Educational background / diploma in Law
• Professional experience and interest in ESG related topics, preferably within financial services industry
• Interest in German and international investment law (Luxembourg, Ireland)
• Organizational and time management skills
• Very good English skills and German language skills
• Ability to work in a team and focus on quality

 
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.

^{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.}

Grow with us! We are currently building a team, which will drive and design initiatives to optimize and transform our business processes. By joining this project, you will be part of an ambitious team of lean experts who want to create an impact on the whole organization. Together you will work across departments and countries to ensure UI´s further growth and scalability while providing our clients individual best-in class solutions.

Your tasks and responsibilities:

• Play an important role in the transformation of UI Group to its new lean strategy and approach
• Optimize and automate business processes that increase the quality and speed of deliverables for all of Universal-Investment’s asset classes, business lines and locations
• Provide support and guidance as a subject matter expert to stakeholders at various levels on the use of the BPM technologies and process improvement initiatives
• Design and deploy process changes to standardize, catalog and optimize business process flows
• Drive process/ workflow automation together with Business, RPA and IT Teams
• Support various teams UI-wide in their transformation to lean management and implementing lean daily management tools
• Drive the implementation of identified process optimizations

 
Your skills and experience:

• Demonstrated experience in delivering process efficiencies through simplification, automation & standardization as well as project management.
• Minimum of two years of process modelling experience relating to the Financial Services, ideally Asset Management industry
• Knowledge of processes/ workflows and practical procedures within a multi-product service provider enterprise desirable
• Degree or equivalent qualification in Business Administration or related subject
• Actively listens and interprets requirements, specifications to develop basic functional designs and identifies potential issues and shortfalls
• Ability to communicate ideas, concepts and positions
• Interpersonal skills to network and influence at all levels
• Fluent in English. German language skills 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.

^{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.}

Grow with us! We are currently looking for a colleague to join our Team that is a part of our Operations Department.

Your tasks and responsibilities:

• Account for the transactions used to calculate the NAV (integration of securities transactions, entry of transactions on other instruments, corporate actions, redemptions and subscriptions, other banking transactions);
• Reconcile and explain movements and positions with the various counterparties (bank, prime broker, etc.);
• Carry out the NAV controls according to the internal procedures
• Follow-up with clients and/or external counterparties in case of differences or queries;
• Follows up with internal departments in case of differences or queries;
• Ensure the payment of expenses and invoices;
• Prepare various statistics and/or reports for clients;
• Participate in the migration of new funds;
• Carry out tasks and follow-up related to fund liquidation and mergers.

 
Your skills and experience:

• You are familiar with the operation and principles of handling mutual funds and financial products, securities transactions and derivatives;
• You have experience in a similar role; we have positions on different seniority levels
• You have a diploma or degree in accounting or finance related field (strong asset)
• You are fluent in English. French and German are an asset
• You are familiar with MS Office
• You want to develop in a dynamic environment
• You are thorough, organised and present detail-oriented attitude

 
What we offer:

• Private health care and travel insurance
• Life insurance
• Cafeteria Platform and sports package
• Company Pension Benefits – Employee Savings Plan
• Attractive Employee Referral Bonus Program
• Additional day off for charity
• Holiday subsidy („wczasy pod gruszą”)
• Internal German language lessons
• Possibility of working from home

 
Apply now!

Send your CV to careers_pl@universal-investment.com.

^{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.}

Grow with us! We are currently looking for a colleague to join our Team that is a part of our Legal Fund Governance Department.

Your tasks and responsibilities:

• Independent analysis of current national and international ESG regulation, legal review of ESG strategies for the funds and legal advice to our departments on all relevant ESG topics.
• Independent reviewing, negotiation and processing of fund documentation with various business partners of all group companies. The focus is on investment terms and conditions, sales prospectuses, investor information documents, outsourcing and investment advisory agreements and distribution agreements.
• Handling legal related issues for our management, specialist departments and affiliated companies
• Legal support, processing and evaluation of national and international legal developments such as directives and legislative proposals / advising the specialist departments with regard to the implementation of legal and regulatory requirements for the investment business

 
Your skills and experience:

• Educational background / diploma in Law
• Professional experience and interest in ESG related topics, preferably within financial services industry
• Knowledge of German and / or international investment law (Luxembourg, Ireland)
• Organizational, training and time management skills
• Very good German and English skills
• Ability to work in a team and focus on quality

 
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.

^{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.}

Grow with us! We are currently looking for a colleague to join our Real Estate Operations Fund Accounting Team.

Your tasks and responsibilities:

• booking invoices in SAP or XENTIS
• 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 responsibilities 
• Reconciliation activities with the custodians
• Budget and liquidity monitoring
• Cooperation in the professional and technical development of the assigned tasks

 
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
• German language will be considered as an asset 

 
What we offer:

• Private health care and travel insurance
• Life insurance
• Cafeteria Platform and sports package
• Company Pension Benefits – Employee Savings Plan
• Attractive Employee Referral Bonus Program
• Additional day off for charity
• Holiday subsidy („wczasy pod gruszą”)
• Internal German language lessons
• Possibility of working from home

 
Apply now!

Send your CV to careers_pl@universal-investment.com.

^{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.}

Grow with us! We are currently looking for a colleague to join our Private Asset team that is a part of our Customer Due Diligence department within KYC/AML.

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 the preparation of appropriate reports 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 the Client Service Delivery Managers on existing AML customer matters.
• Manage screening hits.
• As the case may be assist other Customer Due Diligence teams.

 
Your skills and experience:

• University degree in Finance, Economics, or equivalent
• At least 3 years’ experience in the financial industry with exposure to international regulations
• Exposure to international investor base with proven exposure to AML matters, managing AML/KYC aspects
• Exposed to both traditional funds and private assets investors, complex structures
• Very good English language skills
• You have a good analytical mind and are driven to seek solutions
• You are proactive, thorough and are able to meet deadlines
• You have good analytical and summarizing abilities and good writing skills and have a sense of initiative, key for this multidisciplinary work

 
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.

^{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.}

Grow with us! We are currently looking for a colleague to join our Private Asset team that is a part of our Customer Due Diligence department within KYC/AML.

Your tasks and responsibilities:

• Manage the AML KYC team by managing its activity allocation and planning of upcoming fund’s closings, as well as providing effective guidance on AML specific matters
• Oversee day-to-day operation, define objectives and monitor team performance, while ensuring the working tools are kept operational and up-to-date.
• Regularly interact with the 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 the department head in the preparation of appropriate reports for internal as well as external parties (Management Companies, AIFMs, GPs, official TAs …) and authorities where relevant, on DD status, blocked accounts, high risk individuals and ad hoc demands,
• Contribute to organize and manage a safe and efficient working environment.
• Assist, as the case may be, the other Due Diligence teams in case of needs, fostering a strong team spirit.

 
Your skills and experience:

• University degree (Bac+3 to Bac+5) in Finance, Economics, or equivalent.
• At least 5 years’ experience in the financial industry in Luxembourg with proven exposure to AML matters, managing AML/KYC aspects, participating actively in DD programs
• Proven exposure to Private Equity/Real Estate products and complex investor base typology
• You are fluent in English; a good knowledge of French, German or a Nordic language would be an additional asset;
• Good knowledge of Open-Source Intelligence techniques is a plus.
• You have a good analytical mind and are driven to seek solutions;
• You are proactive, thorough and are able to meet deadlines;
• You are capable of managing and motivating team members.
• You have good analytical and summarizing abilities and good writing skills and have a sense of initiative for this multidisciplinary work.

 
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.

^{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.}

Grow with us!  Universal-Investment-Labs GmbH is an innovative FinTech with an appreciative culture and a modern working environment. We are currently looking for a colleague to join our Front Office Solutions – SimCorp Dimension Team.

Your tasks and responsibilities:

• Analysis, optimization and redesign of IT-related business processes in the SimCorp Dimension (SCD) environment for our customers
• Working on the conception, implementation and integration of functional extensions in SCD and support in the development of interfaces between SCD and other systems
• Dealing with projects of various sizes or manage these projects.
• Support, among other things, fund migrations, updates and release changes
• Being the first technical contact person for our customer service (2nd level)

 
Your skills and experience:

• Successfully completed studies in (business) computer science, (business) mathematics or finance, or comparable training
• At least two years of experience in the use or implementation of SCD.
• Good knowledge of SCD's front office modules.
• Good knowledge in the extension and creation of rule checks in the SimCorp Compliance Manager
• Extensive knowledge of business processes at asset managers, fund companies, insurance companies or banks
• Extensive project management know-howIdeally experience in IT consulting and management of IT projects
• Strong customer orientation and (service) commitment as well as excellent communication and teamwork skills
• Fluent 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.

^{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.}

Grow with us! We are currently looking for a colleague to join our Team that is a part of our Engineering & Reporting Department within Universal-Investment-Labs GmbH.

Your tasks and responsibilities:

• You create ETL processes and design BI reports and dashboards, according to the wishes of the asset management industry
• You optimize existing reports and further develop used solutions
• You design and implement new data models
• You analyze, create and optimize ETL processes
• You contribute your strong analytical skills to projects of different sizes
• You take over the subproject management / work stream lead
• You support the expansion, maintenance and repair of the existing data warehouse
• You are willing to travel to our customers

 
Your skills and experience:

• You have successfully completed a degree in (business) computer science, financial mathematics or comparable professional training
• You have at least two years of professional experience in the area of data warehouse engineering and reporting
• You have very good knowledge of SSRS and T-SQL, additional BI tools are an advantage (e.g. Power BI)
• Advanced English and good German language skills
• You are proficient in MS Office applications
• You are enthusiastic about data analysis, data strategies, visualization and architectures
• You ideally have experience in IT consulting and project management
• You have a strong customer orientation and a willingness to perform services
• You enjoy working in teams and have excellent communication skills
• You like to work independently on new topics
• You ideally have knowledge in the asset management industry

 
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.

^{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.}

Grow with us! We are currently looking for a colleague to join our Team that is a part of our Core Fund Accounting Department within Operations. 

Your tasks and responsibilities:

• Build up team structure including capacity management, responsibilities
• Lead, motivate and develop team members
• Ensuring that processes are delivered efficiently and effectively as well as governed appropriately
• Comprehensive processing and accounting of securities transactions, loans, securities lending transactions as well as call and time deposits
• Checking and monitoring the individual transactions
• Being a direct contact partner for internal and external auditors
• Quality assurance by checking and matching the internal and external items on the bank accounts
• Processing and resolving complaints with the custodians, asset managers and internal units
• Reviewing and monitoring of individual transactions as well as quality assurance through control of bank accounts
• Support in the processing of new fund projects as well as in the implementation of new products

 
Your skills and experience:

• University degree in the Finance, Economics or Business related areas
• At least 5 years of professional experience in fund accounting at a capital management company or custodian and/or in securities processing at a bank
• Experience in Supervisor/Team Leader role in operations with strong management skills and ability to delegate tasks
• Very good knowledge of English and German languages
• Strong analytical skillset and attention to details, solution orientation
• Knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.);
• Proficient in MS Office (Excel) and conventional information systems
• Ability to build trust, strong relationship management and a positive, professional work environment

 
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.

^{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.}

Grow with us! We are currently looking for a colleague to join our Finance & Controlling Team.

Your tasks and responsibilities:

• Taking responsibility for accounts payable (checking-allocation-releasing) and accounts receivable (creating and sending invoices)
• Being the first point of contact for our customers, suppliers and partners in case of billing queries
• Monitoring incoming payments
• Processing monthly accruals and deferrals
• Supporting asset accounting as well as monthly, quarterly and annual financial statements according to German accounting standards
• Participation in the preparation of budgets and forecasts and interface with the Group's controlling and accounting departments.
• Preparing ad-hoc reports and analyses supporting management in decision making
• Developing processes and applications and establishing measures for quality assurance and control of internal processes in accounting and controlling

 
Your skills and experience:

• Bachelor / Master degree (preferable Finance / Controlling or related)
• At least 2 years of professional experience in accounting (accounts receivable/accounts payable/controlling)
• Confident handling of the MS Office package, especially Excel
• Experience with an invoicing software (e.g. SevDesk)
• Ability to work in a team
• Analytical thinking and affinity for numbers
• Fluent 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.

^{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.}

Grow with us! We are currently looking for a colleague to be integrated into our IT Applications & Integration department, which is responsible for the support, maintenance and project work surrounding external business software packages, including their integration into our larger Information System. In your role, you will participate in the implementation of new business solutions and of automated flows between external counterparties and/or core business applications using and Enterprise Application Integration (EAI) tool.

Your tasks and responsibilities:

• Creating usable, efficient Java code, acquire the necessary functional and technical knowledge to support the business applications for which you are in charge;
• Monitoring production and applications stability. Ensure the proper performance of applications when supporting daily operations and executing technical processes;
• Be part of IT support activities with a proactive approach to client servicing and to timely problem solving. Constantly coordinate and follow-up on support tickets and developments with the software supplier;
• Developing and building micro-service based architecture. Implement the developments requested by business projects or technical evolutions. Define unit tests, organize and participate in integration tests. Ensure that developments are released to production in compliance with EFA's change management procedures;
• Manage updates and new releases, working hand-in-hand with the software supplier and with the IT infrastructure teams. Identify and recommend technical solutions to respond to new requirements following a proactive, open and innovative approach. Be in charge of corrective and evolutionary maintenance;
• Lead internal meetings with your team members and project stakeholders.
• Participate in IT on-call duty according to the constraints of the applications in your domain;

 
Your skills and experience:

• BSc or MSc degree in Computer Science and at least 3 years’ experience in a similar role;
• You have strong foundation in Object Oriented Programming and Design Patterns and understanding and practical skills in relational database technologies
• You have competencies in the management of interfaces in SWIFT and/or FIX formats;
• You are familiar with the Oracle PL-SQL language, Java development in order to be able to implement communication interface between the core systems;
• You are fluent in English;
• You enjoy IT software package implementation and are keen to participate actively in the realisation of projects;
• You are a strongly solution-oriented;
• You enjoy contact with users and have a good understanding of their work;
• You have previous experiences or knowledge of the fund industry, would be an asset but not required. (Temenos Multifonds Global Investors, Metrosoft Fundsphere Compliance, Pythagoras, iHub and Qlik; knowledge nice to have)

 
What we offer:

• Private health care and travel insurance
• Life insurance
• Cafeteria Platform and sports package
• Company Pension Benefits – Employee Savings Plan
• Attractive Employee Referral Bonus Program
• Additional day off for charity
• Holiday subsidy („wczasy pod gruszą”)
• Internal German language lessons
• Possibility of working from home

 
Apply now!

Send your CV to careers_pl@universal-investment.com.

^{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.}

Grow with us! We are currently looking for a colleague to be integrated into our IT Applications & Integration department, which is responsible for the support, maintenance and project work surrounding external business software packages, including their integration into our larger Information System. In your role, you will be in charge as a Service Owner of the management of all core IT applications supporting the Investor Servicing area, including Transfer Agency and AML/KYC activities. You will also ensure the full integration of these applications into the overall Information System.

Your tasks and responsibilities:

• Acquire the necessary functional and technical knowledge to support the business applications for which you are in charge;
• Ensure the proper performance of applications when supporting daily operations and executing technical processes;
• Be part of IT support activities with a proactive approach to client servicing and to timely problem solving. Constantly coordinate and follow-up on support tickets and developments with the software supplier;
• Participate in IT on-call duty according to the constraints of the applications in your domain;
• Manage updates and new releases, working hand-in-hand with the software supplier and with the IT infrastructure teams. Identify and recommend technical solutions to respond to new requirements following a proactive, open and innovative approach. Be in charge of corrective and evolutionary maintenance;
• Implement the developments requested by business projects or technical evolutions. Define unit tests, organize and participate in integration tests. Ensure that developments are released to production in compliance with EFA's change management procedures;
• Lead internal meetings with your team members and project stakeholders.

 
Your skills and experience:

• You enjoy IT software package implementation and are keen to participate actively in the realisation of projects;
• You are a strongly solution-oriented;
• You enjoy contact with users and have a good understanding of their work;
• You have previous experiences or knowledge of the fund industry, transfer agent and AML/KYC.
• You have an experience with the core IT applications, such as Temenos Multifonds Global Investors, Metrosoft Fundsphere Compliance, Pythagoras, iHub and Qlik;
• You are familiar with the Oracle PL-SQL language, Java development in order to be able to implement communication interface between the core systems;
• You have a master’s degree in computer science and at least 3 years’ experience in a similar role;
• You are fluent in English;
• You enjoy teamwork whilst being able to work independently.

 
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.

^{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.}

Grow with us! We are currently looking for a colleague to be integrated into our IT Applications & Integration department, which is responsible for the support, maintenance and project work surrounding external business software packages, including their integration into our larger Information System.

This role is working within the Investor Servicing area, where technology is central to all aspects of our business –Transfer Agency Systems and the AML/KYC applications (both internal and client facing). You will work as part of a dynamic technical team responsible for integration of these applications into our internal application framework and existing databases.You will work as interface between external provider and our business teams in terms of new releases. You will be primarily responsible for writing and managing source code, automated tests, ensuring continuous integration, tracking issues and creating a continuous deployment system of applications to servers.

Your tasks and responsibilities:

• Creating usable, efficient Java code, acquire the necessary functional and technical knowledge to support the business applications for which you are in charge;
• Monitoring production and applications stability. Ensure the proper performance of applications when supporting daily operations and executing technical processes;
• Be part of IT support activities with a proactive approach to client servicing and to timely problem solving. Constantly coordinate and follow-up on support tickets and developments with the software supplier;
• Developing and building micro-service based architecture. Implement the developments requested by business projects or technical evolutions. Define unit tests, organize and participate in integration tests. Ensure that developments are released to production in compliance with EFA's change management procedures;
• Manage updates and new releases, working hand-in-hand with the software supplier and with the IT infrastructure teams. Identify and recommend technical solutions to respond to new requirements following a proactive, open and innovative approach. Be in charge of corrective and evolutionary maintenance;
• Lead internal meetings with your team members and project stakeholders.
• Participate in IT on-call duty according to the constraints of the applications in your domain;

 
Your skills and experience:

• BSc or MSc degree in Computer Science and at least 3 years’ experience in a similar role;
• You have strong foundation in Object Oriented Programming and Design Patterns and understanding and practical skills in relational database technologies
• You are familiar with the Oracle PL-SQL language, Java development in order to be able to implement communication interface between the core systems;
• You are fluent in English;
• You enjoy IT software package implementation and are keen to participate actively in the realisation of projects;
• You are a strongly solution-oriented;
• You enjoy contact with users and have a good understanding of their work
• You have previous experiences or knowledge of the fund industry, would be an asset but not required. (Temenos Multifonds Global Investors, Metrosoft Fundsphere Compliance, Pythagoras, iHub and Qlik; knowledge nice to have)

 
What we offer:

• Private health care and travel insurance
• Life insurance
• Cafeteria Platform and sports package
• Company Pension Benefits – Employee Savings Plan
• Attractive Employee Referral Bonus Program
• Additional day off for charity
• Holiday subsidy („wczasy pod gruszą”)
• Internal German language lessons
• Possibility of working from home

 
Apply now!

Send your CV to careers_pl@universal-investment.com.

^{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.}

Grow with us! we’re looking for students who will support us to drive our business forward while having a chance to become a crucial part of our day-to-day operations in Poland.

During your Internship Program you will be prepared intensively for your future tasks at Universal Investment. You will be supported by your direct line manager, a buddy and HR team – they are all there for you throughout your first career steps to answer any questions you might have.

About our Internship Program:

• You’d be able to learn on a daily basis from professionals and to adjust an internship to your studies
• 12 months’ internship in one of the various teams at Universal Investment
• A wide range of areas you can explore: Fund Operations, Legal, Customer Support and others

 
Your skills and experience:

Are you an open-minded person, who:

• has student status for at least 6 months of internship duration?
• is available for min. 20 hours/ week between 8-17?
• speaks English & 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
• 12 months internship
• Flexible working hours- minimum 20h/week
• Stationary work in our modern office in Kraków (near to Galeria Krakowska)
• Attractive Employee Referral Bonus Program
• Contract of mandate (umowa zlecenie)
• Medical package (Luxmed)
• Free German courses

 
Apply now!

Send your CV to careers_pl@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 careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.}

Grow with us! We are currently building new Middle Office team, and have positions on various seniority levels within Trade Management processes.

Your tasks and responsibilities:

• Servicing all aspects of trade confirmation processing and settlement instruction creation and dispatch across multiple products traded
• Daily contact with front office, clients, brokers, custodians, and fund accounting to resolve trade related enquiries, trade discrepancies settlement issues
• Monitoring trades to ensure timely settlement processing. Pre-matching, cancelling, and re-booking of trades
• Indexing of securities transactions and dispatching of documents to the accounting department,
• Entering, matching, checking, validating for transferable securities transactions
• Sending settlement instructions to custodian banks
• Processing payment instructions

 
Your skills and experience:

• Experience in Middle Office function - good knowledge of the functioning of collective investment vehicles, the business of the Custodian Bank, cycles, and systems of settlement of securities,
• University degree in Economics or Finance (or equivalent),
• Fluency in English
• Strong analytical skillset and attention to details, solution orientation

 
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.

^{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.}

Grow with us! We are currently looking for an experienced colleague to join our Pricing Data team that’s part of the Data Management Operations Department. The exciting position combines hands-on daily business and building up team structure to cope with huge growth.

Your tasks and responsibilities:

• preparing market data and valuation prices for securities, options, futures, cur-rencies and OTC derivatives
• calculating and validating Pricing/Valuation for SWAPS, CDS and other OTC products
• supporting the colleagues in all tasks concerning valuation prices for funds
• ensuring that processes are delivered efficiently and effectively as well as gov-erned appropriately
• building up team structure incl. capacity management, tasks allocation, motiva-tion and development of team members,
• participating in the recruitment and selection process of future team members and Performance review process
• introducing control & escalation mechanism
• involvement in implementing, structuring and optimizing new processes (in-cluding digital initatives and transformation projects)

 
Your skills and experience:

• at least 5 years of relevant experience in the financial industry, especially in the field of pricing data
• experience in leading a team/being a deputy team lead would be advanta-geous
• good knowledge of financial instruments (ex. Stocks, bonds, corporate action and derivatives variants – exchange traded and OTC-Products
• experience with the data providers like WM, Bloomberg, Reuters, Markit or similar
• very good knowledge of MS Office, especially Outlook and Excel
• experience in fund accounting
• some experience with MS Sharepoint and MS Dynamics as well as XENTIS and/or SimCorp Dimension would be a plus
• experience with RATEX and/or a similar Pricing Validation Software
• fluent in English, German language skills would be a plus

 
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.

^{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.}

Grow with us! We are currently building new Securities and Middle Office Operations Department and looking for specialists on different seniority levels.

Your tasks and responsibilities:

• Opening of financial instrument identification: gathering the necessary documentation, understanding the functioning and characteristics of the instrument, opening the identification in the database to allow the recording of transactions, sending pre-settlement instructions, price/evaluation provision, control of investment limits, preparation of risk reports and financial statements.
• Processing of corporate actions: analyzing and recording the corporate actions on the system
• in order to include them in the NAV calculation.
• Securities maintenance: updating data that are subject to periodic changes or modified : variable interest rate, inflation factor, amortization factor…
• Identify and record the necessary updates to securities data.
• Investigate and resolve issues relating to securities and corporate actions: check the accuracy of information on different providers…

 
Your skills and experience:

• University degree in Finance, Economics, or equivalent
• A first significant experience in the fund industry, ideally in the field of financial instruments;
• Good knowledge of financial instruments, financial market mechanisms and the functioning of investment funds;
• Fluent in English; French would be an asset
• Professionalism, precision and rigor

 
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.

^{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.}

Grow with us! We are building new Transfer Agency team and we have available positions on different seniority levels.

Your tasks and responsibilities:

• Receive, execute and settle incoming subscriptions, redemptions, transfer and switch.
• Execute controls on the activity,
• Set-up, generate and send reports relating to transaction processing or positions,
• Take responsibility for the manual payment, and shares delivery notes
• Contact customers, manage requests relating to transactional activities,
• Respond to internal and external inquiries (telephone, fax, email).

 
Your skills and experience:

• University degree in economics or finance (or equivalent),
• Proven track record in the fund industry and/or experience in the transfer agency are an asset,
• Knowledge in Multifonds TA is a strong asset,
• Fluency in English. French and German are an asset,
• Excellent organisation skills, team spirit, flexibility and self-discipline.

 
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.

^{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.}

Grow with us! We are currently looking for a colleague to join our Team.

Your tasks and responsibilities:

• The Administration team ensures timely provision of all deliverables including: - NAV production, review, pricing, distributions, performance fees where acting as Administrator
  - Delegate/Outsourcing Service Provider (OSP) oversight, including delegated Administration and Transfer Agency services
• Maintain good and proactive relationships with clients and service providers, ensuring deliverables meet client needs and expectations
• Continually look at improving departmental performance and efficiencies by enhancing existing processes and suggesting new innovative ideas for the department
• Coordinate effectively with the other relevant internal or group departments concerning interdepartmental processes and deliveries
• Ensure, at all times, tasks and processes are compliant with regulatory requirements
• Ensure appropriate documentation accompanies all departmental processes and kept current
• Identifying risks within the department, and work with the team to ensure controls are in place to mitigate same
• Participate in the planning and implementation of client projects and product developments
• Participate in the onboarding of new clients, funds, OSP’s and delegates within the Administration function, both from a fund launch and fund migration perspective

 
Your skills and experience:

• Third level education (or relevant professional qualification) with Accounting/Finance/Business or equivalent experience
• Experience in NAV production and have a good understanding of the elements around same
• Knowledge of investment funds, asset classes, products and fund structures
• Ability to engage constructively with clients, internal and external parties
• Ability to work to deadlines and be results orientated
• Good communication and writing skills
• High level of accuracy and attention to detail
• Knowledge of current market developments – both regulatory and economic
• Good team player
• Ambition to develop oneself

 
What we offer:

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

 
Apply now!

Send your CV to careers_irl@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 careers_irl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.}