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 Development Manager
Grow with us! We are currently looking for a colleague to join the Business Development Team that is a part of our Sales and Relationship Management Department under the Chief Commercial Officer. We are responsible for driving growth in alternatives, focusing primarily on Infrastructure, Private Equity and Private Debt.
You will be primarily accountable for increasing overall sales in the Private Asset segment, with no regional limitation. You will participate in shaping efa’s Private Assets business development strategy and actively contribute to its success by building out a network of contacts with key decision makers, including fund managers and asset owners, but also with key institutional partners such as depositary banks, management companies, as well as centers of influence such as auditors, lawyers, and independent directors.
Your tasks and responsibilities:
- Identify and target potential clients within the private debt, private equity, and infrastructure spaces through market research, networking, and cold outreach.
- Develop and nurture relationships with key decision makers, including fund managers, asset owners, and other stakeholders, to understand their needs and position our services effectively.
- Present and demonstrate our fund administration services in a compelling manner, highlighting key features, benefits, and competitive advantages.
- Lead negotiation efforts to secure new mandates, including pricing, terms, and service level agreements, while ensuring alignment with company objectives and profitability targets.
- Maintain a robust sales pipeline, accurately tracking leads, opportunities, and client interactions, and prioritize activities to maximize conversion rates.
Your skills and experience:- Extensive experience in sales and business development within the alternative investment space, particularly in the private debt, private equity, and infrastructure asset classes.
- Proven track record of success in selling fund administration services to top tier alternative asset managers and investors.
- In-depth understanding of the alternative investment landscape, including market trends, regulatory frameworks (such as AIFMD), fund structures (e.g., limited partnerships, SICARs), and operational complexities unique to alternative assets.
- Established network and relationships with key players in the alternative investment industry, including fund managers, institutional investors, family offices, and industry associations.
- Result driven with ability to leverage industry connections to identify business opportunities, source new clients, and build strategic partnerships.
- Outstanding communication and presentation skills
- Fluency in English. Proficiency in French, German, or any other European language may also be beneficial.
- Bachelor's degree in finance, business, economics, or a relatedfield is typically required. Advanced degrees (e.g., MBA) or professional certifications (e.g., CAIA) with a focus on alternative investments can be advantageous.
What we offer:- An exciting working environment and challenging tasks
- Extensive insight into the European fund industry
- Friendly, international and goal-oriented working environment
- High degree of independent work
- Varied work as part of a dynamic and ambitious company that has been established in the Grand Duchy of Luxembourg for 28 years
- An attractive remuneration scheme: Company Agreement, min. 34.5 days’ leave, meal vouchers, life and disability insurance, pension scheme, interest subsidies.
Apply now!Send your CV to career@universal-investment.com.
The recruiting entity here is Universal-Investment efa.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Transfer Agency Oversight (mid/senior level)
Grow with us! We are currently looking for a colleague to join our Transfer Agency Oversight Team that is part of our Oversight Unit.
Your tasks and responsibilities:
- Performing oversight of outsourced TA services to third party TAs, ensuring all activities are in line with Luxembourg’s regulatory requirements
- Providing excellent client service to our clients, ensuring quality and timeliness of TAs, i.e. compliance with agreed targets (SLAs and KPIs) in light of regulatory obligations
- Supervision of the overall performance and participation in service review meetings (address, mediate and resolve breaches and quality issues)
- Development and evaluation of KPIs as well as effective reporting standards to assure effective oversight
- Perform initial and ongoing due diligence
- Liaise with Audit (in/external), Compliance, Oversight Control as well as other parties
- Project support
Your skills and experience:- Sound overall knowledge of Transfer Agency Operations and Oversight, with a strong background in the financial industry
- Bank training or comparable education or studies with financial focus
- Experience in a similar role (minimum 5 years) and good understanding of Luxembourg fund legal structure and regulatory requirements
- Deep understanding and practice of AML and KYC regulation
- Ability to prioritize and meet deadlines
- A structured and independent way of working, ability to work within a team, flexibility, high degree of resilience and quality orientation, analytical thinking and conscientiousness
- Excellent communication skills in English and German are essential
What we offer:- Flexible working hours
- Modern workplace in a conveniently situated location
- Teleworking (with restrictions)
- Pension scheme
- Lunch vouchers
- Corporate Benefits Program
Apply now!Send your CV to career-lux@universal-investment.com.
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Junior Company Secretary
In order to sustain our continuous expansion drive, we are currently looking for a colleague to join our Corporate Investment Services Team within Universal-Investment-Luxembourg S.A.
Your tasks and responsibilities:
- Organization and coordination of shareholder and board meetings including preparation of meeting materials, attendance and minute taking as well as follow up
- Creation of standard corporate documents (e.g. shareholder and board resolutions)
- Maintain administrative and legal records
- Ensure safekeeping of official documents and management of the companies’ correspondence
- Ensure legal publication and filing
- Liaise with notaries, lawyers, banks and transfer agents
- Maintain and develop customer relationships
Your skills and experience:- You have up to 3 years experience in a similar role in Luxembourg (e.g. corporate office and/or a domiciliation role)
- You have a strong knowledge of Luxembourg corporate and fund regulations, with an experience in investment funds and/or private equity/real estate funds administration
- You are highly organized, proactive and have a sense of responsibility as well as priority management
- You are accurate, rigorous and able to work independently in an environment under pressure and with tight deadlines
- You are fluent in English and German, French would be an advantage
What we offer:- Performance-related salary
- Flexible working hours
- Modern workplace in a conveniently-situated location
Apply now!Send your CV to career-lux@universal-investment.com.
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Legal Fund Governance – Alternative Investments
Grow with us! We are currently looking for a colleague to join our Legal Fund Governance - Alternative Investments Team that is part of our Legal Fund Governance Department.
Your tasks and responsibilities:
- Your main tasks will be the inhouse legal advice with regard to all alternative fund related topics, inter alia the drafting and negotiation of documents in relation to the launch as well as amendments of alternative investment funds and their special purpose vehicles. You will be in contact with clients, service providers and regulatory authorities.
- In addition, you will review documents in connection with securitizations.
- The legal review and negotiation of transaction agreements are also your responsibility.
- Another aspect is the inhouse legal advice directly related to the assets held by alternative investment funds.
- Your field of activity is completed by the steering of legal topics and projects.
Your skills and experience:- Successfully completed law degree
- A minimum of three years’ professional experience in the Luxembourg investment fund industry and/ or credit institution,
- Strong capacity for teamwork, motivation, reliability, resilience as well as a service-oriented approach,
- Organizational talent, personal initiative and ability to develop solutions independently,
- Fluency in German and English.
What we offer:- Performance-related salary
- Flexible working hours
- Modern workplace in a conveniently-situated location
Apply now!Send your CV to career-lux@universal-investment.com.
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Risk Manager (Junior/Mid-level)
Grow with us! We are currently looking for a colleague to join our Risk Controlling Department in Luxembourg.
Your tasks and responsibilities:
- Performing regulatory risk management for UCITS and AIFs investing in real assets like private equity, real estate, debt and infrastructure
- Ensuring compliance with regulatory, fund specific and ESG related investment restrictions
- Producing regular risk reports for AIFs with special emphasis on market risk, credit risk, liquidity risk, counterparty risk, sustainability risk and operational risk
- Advising internal stakeholders, clients and service providers during fund setup concerning risk related topics
- Interaction with fund initiators, portfolio managers, investors, auditors, and the competent regulatory authorities
Your skills and experience:- University degree, preferably in Mathematics, Economics, or comparable studies
- Either recent graduation from university or first professional experience in the fund industry (for example at the big4 or another ManCo/ AIFM)
- Interest in dealing with the regulatory framework regarding risk management, for example Luxembourg fund law, AIFMD, CDR, SFDR, ESMA guidelines, CSSF circulars etc.
- Interest in securities, bonds, derivatives and real assets
- Knowledge regarding otc-derivatives and the valuation of real assets is a plus
- Profound knowledge of Microsoft Office
- Knowledge of Xentis, Risk Metrics and VBA programming is an asset
- Good with numbers, analytical and persistent with the eye for the detail
- Strong communication and collaboration skills
- Ability to work independently as well as team orientated
- Fluency in English and German is essential
What we offer:- Flexible working hours
- Modern workplace in a conveniently situated location
- Teleworking (with restrictions)
- Pension scheme
- Lunch vouchers
- Corporate Benefits Program
Apply now!Send your CV to career-lux@universal-investment.com.
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Strategic Buyer - Indirect
Grow with us! We are currently looking for a colleague to join our newly established Procurement team.
Your tasks and responsibilities:
- Strategic Sourcing:
- Develop and implement strategic sourcing plans for indirect procurement categories.
- Conduct market analysis to identify potential suppliers and assess their capabilities.
- Stay updated on industry trends, market conditions, and best practices in indirect procurement.
- Identify, evaluate, and select suppliers based on quality, cost, reliability, and service levels.
- Establish and maintain strong relationships with key suppliers.
- Monitor supplier performance and resolve any issues related to quality or service delivery.
- Negotiate contracts, pricing, terms, and conditions with suppliers.
- Ensure contracts comply with company policies and legal requirements.
- Manage contract renewals and amendments as needed.
- Analyze spend data and identify cost-saving opportunities.
- Develop and implement cost reduction strategies without compromising quality.
- Track and report on cost savings achieved through strategic sourcing initiatives.
- Manage the end-to-end procurement process for indirect goods and services, including RFIs, RFPs, and RFQs.
- Ensure timely and accurate creation, approval, and processing of purchase orders.
- Coordinate with the finance department to ensure timely payments to suppliers.
- Work closely with internal departments to understand their indirect procurement needs and requirements.
- Collaborate with cross-functional teams to align procurement activities with business objectives.
- Communicate procurement strategies and initiatives to stakeholders at all levels.
- Ensure compliance with company policies, procedures, and ethical standards in all procurement activities.
- Assess and mitigate risks associated with the procurement of indirect goods and services.
- Maintain accurate and up-to-date records of procurement activities and supplier agreements.
Supplier Management:
Contract Negotiation:
Cost Management:
Procurement Process Management:
Collaboration and Stakeholder Management:
Compliance and Risk Management:
Your skills and experience:As successful candidate, you will bring the following:
- Bachelor’s degree in Business Administration, Supply Chain Management, or a related field.
- Proven experience as a Strategic Buyer in the indirect procurement categories.
- Strong negotiation skills and experience in contract management.
- Excellent analytical and problem-solving abilities.
- Proficiency in procurement software and tools.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Very good English & German language skills.
What we offer:- Performance-related salary
- Flexible working hours
- Modern workplace in a conveniently-situated location
Apply now!Send your CV to career-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. -
Spontaneous Application
Universal-Investment is the largest independent investment company in the German-speaking world and market leader in Master KVGs and private label funds.
With its administration, insourcing and risk management services, the company focuses on the administration and structuring of funds, securities and alternative asset classes and offers complex risk management solutions.
Universal-Investment Luxembourg S.A., as a subsidiary of Universal Investment Gesellschaft mbH, is the leader among the licensed Luxembourg AIFM management companies (or AIFM ManCos) in terms of assets under management and ranks second in the field of so-called "Third Party ManCos”.
We owe our great success above all to the high level of commitment and enormous dedication of our employees.
Profiles we are interested in:
We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..
As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success.How to apply:
Please send your application and certificate of enrolment: career-lux@universal-investment.com
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
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Business Consultant Front Office Solution - Simcorp Dimension
Grow with us! We are currently looking for a colleague to join our company as a Business Consultant Front Office Solution - SimCorp Dimension.
Your tasks and responsibilities:
- You are responsible for the analysis, optimisation and redesign of IT-related business processes in the environment of SimCorp Dimension (SCD) for our customers
- You will work on the design, implementation and integration of functional enhancements in SCD and support the development of interfaces between SCD and other systems
- You work in projects of various sizes or lead these projects. Here you will contribute your strong analytical skills, your excellent project management expertise and your high level of creativity and innovative spirit
- You support fund migrations, updates and release changes, among other things
- You are the first point of contact for our Customer Service (2nd level)
- You are willing to travel to our customers
- You develop your expertise to the highest level - this applies not only to the modern working environment with a view of the Frankfurt skyline, but also to the integration of specialist modules from our strategic partners and the corporate culture that offers you a high degree of freedom and opportunities to help shape the company
Your skills and experience:- Successfully completed studies in (business) informatics, (business) mathematics or finance or a comparable qualification
- At least two years of experience in the application or implementation of SCD
- Good knowledge of the front office modules of SCD
- Good knowledge of extending and creating new rule checks in SimCorp Compliance Manager
- Extensive knowledge of business processes at asset managers, fund companies, insurance companies or banks
- Extensive project management expertise
- Ideally experience in IT consulting and the management of IT projects
- Strong customer focus and commitment as well as excellent communication and teamwork skills
- Fluency in English. German would be an asset.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Beteiligungs- und Servicegesellschaft mbH/.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Business Consultant - Investment Compliance SimCorp Dimension
Grow with us! We are currently looking for a colleague to join our Investment Compliance Team that is a part of our Center of Excellence Department in UILabs.
Your tasks and responsibilities:
Onboarding of new Clients:
- Analyzing, expanding and creating new legal, contractual and customer specific investment rules in SimCorp Dimension (SCD)
- Organization of integration, system and acceptance tests as well as the transfer of SimCorp Dimension into production
- Preparation and implementation of test activities
- Problem troubleshooting, support and resolution
- Creation of process and test documentation
Support for our clients including monitoring limit violations:
- Monitoring of rule changes and implementing in the system
- Monitoring and expanding internal and external investment compliance business processes
- Continuous further development of process automation
- Implementing new test criteria and monitoring functions
- Error analysis and correction in the system
- Accompanying the implementation of system release tests
- Pre-sales support in the acquisition of new customers
Your skills and experience:- Degree in (business) computer science, financial mathematics or comparable professional training
- At least two years of experience in the application or implementation of SCD Compliance Manager
- Experience in the configuration and parameterization of business rules in SCD
- Good knowledge in the investment compliance environment, especially in the legal regulations (e.g. KAGB, DerivateV, VAG, SGB VI)
- Fluent German and English language
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Beteiligungs- und Servicegesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
DWH Engineering & Reporting Expert
Grow with us! We are currently looking for a colleague to join our DWH Team that is a part of our Center of Excellence Department in UILabs.
Your tasks and responsibilities:
- Analysis, optimisation and redesign of IT-related business processes in the environment of our Data Warehouse (DWH)
- Create ETL (extract, transform, load) processes and design reports according to clients requests
- Design and implementation of new data models and development of interfaces between DWH and other systems
- Conception, implementation, test and roll-out of the customized setups & training of users
- Error analysis and correction in the DWH environment
- System updates & upgrades
- Expansion, maintenance, and repair of the existing data warehouse etc.
Onboarding of new Clients:
2nd level support & Services:
Pre-sales support in the acquisition of new customers
Your skills and experience:- Degree in (business) computer science, financial mathematics, or comparable professional training
- At least two years of professional experience in data warehouse engineering and reporting, ideally from asset management
- Extensive knowledge of T-SQL and SSRS, additional BI tools are an advantage (e.g. Power BI)
- Fluent English language skills, German language would be an asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Beteiligungs- und Servicegesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Financial Reporting Officer
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From here and from our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Your tasks and responsibilities:
- Manage the activation of reports in our system and define the specific details in collaboration with your colleagues and in agreement with our clients
- Produce reports by ensuring compliance with accounting principles, regulatory obligations and the client’s specific requirements
- Follow up of the validation of financial / specific reports and handle internal and external exchanges with our clients and third parties ( ManCo , auditors, liquidators, authorities)
- Keep up to date with national GAAP ( LuxGAAP , SweGAAP) and European regulatory developments regarding financial reporting.
- Opportunity to participate in the integration of operational and technical adaptations necessary to respond to operational and regulatory changes and contribute to the evolution of our internal processes.
- Opportunity to participate actively in projects to develop our reporting platform.
Your skills and experience:- You have a financial and/or accounting background and have a first experience in investment funds
- You have a good knowledge of LuxGAAP accounting principles experience in IFRS or any other international GAAP is a plus
- You are known for your analytical and synthetic skills
- You have an excellent command of English and good German / French language skills.
- You are an expert user of current office packages
- You have a sense of responsibility and enjoy sharing your knowledge and experience
- You are organized, thorough and able to work independently.
- You have an excellent command of MS ACCESS.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - Income Specialist
To realize our ambitious goals, we are looking for a fund accountant to join our Corporate Actions and Interests team in Core Fund Accounting department within Operations.
In our team you would be responsible for the full processing, booking and control of cash, income and share deals. To ensure automated processing you will be the first point of contact to develop our interfaces with our IT.
Your tasks and responsibilities:
- recording and posting of income payments (including dividends, coupons, interest, withholding tax refunds and payments in connection with term loans and class action)
- processing, controlling, and booking of existing commissions as well as monitoring of the corresponding incoming payments
- contacting with clients, custodians, and our Asset Managers for operational issues
- reconciliation of internal and external positions of bank accounts
- processing of SWIFT deliveries MT940 / 950
- taking part in process improvement initiatives and implementation of new processing services
- booking and controlling of share subscriptions/redemptions, transfers, and conversions
- responsibility for other daily processing services
Your skills and experience:- experience in fund accounting area ideally from investment management company or custodian and/or in the securities accounting / income department of a bank
- previous experience with Asset Managers, different contracting parties, brokers,
- third party banks, transfer agents, etc.
- knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.);
- very good knowledge of MS Office and its applications
- very good English skills, German would be advantageous
- university degree in finance, economics or business management would be advantageous
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant / Senior
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 entrepreneurial people who want to grow and share in the profits of our success.
Currently we are building new Fund Accounting department and we have positions available on different seniority levels.
Your tasks and responsibilities:
- Account for the transactions used to calculate the NAV (integration of securities transactions, entry of transactions on other instruments, corporate actions, redemptions and subscriptions, other banking transactions);
- Reconcile and explain movements and positions with the various counterparties (bank, prime broker, etc.);
- Carry out the NAV controls according to the internal procedures
- Follow-up with clients and/or external counterparties in case of differences or queries;
- Follows up with internal departments in case of differences or queries;
- Ensure the payment of expenses and invoices;
- Prepare various statistics and/or reports for clients;
- Participate in the migration of new funds;
- Carry out tasks and follow-up related to fund liquidation and mergers.
Your skills and experience:- You are familiar with the operation and principles of handling mutual funds and financial products, securities transactions and derivatives;
- You have previous experience in a similar role; 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
- You are familiar with MS Office
- You want to develop in a dynamic environment
- You are thorough, organized and present detail-oriented attitude
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Information Security Officer
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Your tasks and responsibilities:
- Perform controls and reviews to ensure and validate conformity with defined security standards and framework NIST, ISO 27001
- Manage or participate in technical projects to improve IT security
- Perform IT security assessments and recommendations related to technical and functional IT projects
- Ensure risks are identified, assessed, mitigated and controlled,
- Ensure control preparedness and effectiveness as part of the external audit (ISAE 3402, SOC 1 report) ensuring IS programs are audit ready,
- Appropriately assess risk when business decisions are made and drive compliance with applicable regulations,
- Lead security investigations and coordinate the security incident management process
- Participate to oversight and due diligence processes,
- Coordinate the DRP testing and manage BCMS improvement,
- Lead internal communication and awareness regarding IT security and risk mitigation
- Maintain IT security solutions such as, but not limited to: IAM; PAM, DLP, Vulnerability scanner etc.
Your skills and experience:- Bachelor’s or master’s degree in computer sciences
- 10+ years of relevant experience in the area of IT Security, Risk Management etc.
- Have a solid understanding of Information Security, Risk Management processes ISO 27005,
- Proactive, independent and pragmatic team-player with a solution-oriented mindset;
- Excellent communication and analytical skills, high ability to provide timely and accurate Information
- Ability to focus on information value and make complex data understandable for a non-technical audience.
- Good knowledge of risk analysis framework
- Fluent English speaking skills. French would be an asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
IT Security Managemeent Analyst
Grow with us! We are currently looking for a colleague to join our IT Security Team.
Your tasks and responsibilities:
- Develop, execute and track security measures to protect IT systems.
- Support the development, update and implementation of UI’s information security strategy.
- Identify, define and document system security requirements and recommend solutions to management, as well as create security policies and best-practices.
- Monitor systems for irregular behavior and set up preventive measures.
- Analyze, assess and defend against cybersecurity incidents.
- Manage IT security tooling (SIEM, Vulnerability Mgmt, SAST, etc.) and processes.
- Security Incident Management.
- Manage cybersecurity incident response activities
- Taking part in on call service
Your skills and experience:- At least three years of IT work experience.
- Completed relevant university studies (Bachelor / Master in the area of Information Technology or similar.
- Involvement in IT security team
- Good business English skills. German would be an asset
- Previous experience in working with Security Operation Centre (SOC) would be an asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
IT Solution Manager (End User Applications)
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We operate in fund launch locations across Germany, Luxembourg and Ireland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Your tasks and responsibilities:
- Deliver and maintain applications based on Change Requests and Projects-Supporting and operating the internal software deployment and the necessary Microsoft Infrastructure (Intune, SCCM, UEV, APP-V, etc.)
- Creating and configuring operating system images, software packages and take over the planning of rollouts in an application owner role
- Supporting together with the team in 2nd and 3rd level support, administrative task, needed documentation as problem management for Workplace technical issues
- Being involved in the selection and testing of new IT technologies and driving our IT projects forward-Performs IT operations and maintenance activities according to approved procedures, including ticket handling and application/IT solution monitoring
- Perform IT service trainings and 2nd-Level Helpdesk activities together with the IT Service team
- Work in the role of a Technical Application Manager and in its tasks and activities
Your skills and experience:- Bachelor’s degree in Information Technology, Computer Science or a related field
- Practical experience with Microsoft Endpoint Manager and MS Intune
- In-depth IT knowledge in Windows Clients, Active Directory, GPO, and software packaging
- Independent, self-organised, with high business acumen
- Very good communication skills and Stakeholder management skills
- Previous experience in 2nd/3rd level support of IT environments and IT Projects
- Very good English language skills. German skills are helpful
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
IT Transformation Project Manager
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success. We are seeking a dynamic and experienced IT Project Manager to lead and manage key projects within our organization. The ideal candidate will ensure projects are completed on time, within scope, and within budget, while effectively coordinating with external partners and global teams.
Your tasks and responsibilities:
- Lead and manage IT transformation projects. Oversee the entire project lifecycle from planning to execution, ensuring projects are completed on time and within budget.
- Monitor project progress, including of monitoring of all aspects of the project, (scope, budget breakdown, business case, milestones)
- Ensure project delivery, by assessing project statuses and proof of work.
- Identify potential risks, and implement mitigation strategies.
- Utilize data and analytics to assess the effectiveness of transformation initiatives.
- Facilitate communication and data inputs between project teams, stakeholders, leadership, and employees.
- Execute communication plans to keep stakeholders informed and engaged throughout the transformation process, also by scheduling alignment meetings, proposing required analysis and information (if necessary).
- Ensure standardization of processes and governance among entire Group
Your skills and experience:- Bachelor's degree in Business Administration, Management, or a related field. Master's degree is a plus.
- Minimum of 5-7 years of experience in IT project management. Experience in the financial sector is highly desirable.
- Excellent project management skills, with proficiency in project management methodologies and tools (e.g., Agile, Scrum, PMP).
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills, with the ability to engage with diverse stakeholders.
- Strong leadership and team management skills.
- Ability to work in a fast-paced, dynamic environment and handle multiple priorities simultaneously.
- Relevant certifications such as PMP, CISM, CISSP, or equivalent are preferred.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH/Universal-Beteiligungs- und Servicegesellschaft mbH/UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - Private Equity Analyst / Senior
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 entrepreneurial people who want to grow and share in the profits of our success.
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 with general knowledge about Private Equity, (experience in PE accounting 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 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”)
- 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. -
Private Assets Accountant
Grow with us! We are currently looking for a colleague to join our Private Equity Accounting Team.
Your tasks and responsibilities:
- Preparation of various calculations e.g. expenses, waterfalls and others
- Preparation of NAV calculations and NAV reporting package, tax reporting and regulatory reporting when required
- Investigating discrepancies and ensuring strong internal controls
- Reconciliation of cash, portfolio and other balances
- Preparation of audit files and support external audit requirements
- Primary contact for clients on operational topics and NAV sign-off
- Interaction with internal departments within Private Assets Services and other internal stakeholders
- Other project related responsibilities, including process development and improvements
Your skills and experience:- Previous professional experience in the fund industry with experience in NAV process. Experience in private equity or real estate funds would be desirable.
- University degree in Finance, Economics, or equivalent would be an asset
- Very good English language skills
- Excellent communication and interpersonal skills
- Very good time management and analytical skills
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Senior IT Auditor
Grow with us! We are currently looking for a colleague to join our company as a Senior IT Auditor.
Your tasks and responsibilities:
- You will organize and independently execute IT audit missions in the various UI efa services and occasionally participate in integrated missions with operational auditors;
- You will ensure that the audit mission covers all aspects of internal control and all the main risks of the audited activity;
- You will proactively monitor compliance with the budget allocated to the mission as well as the total duration of the mission (response times for auditees on the draft report, etc.);
- You will write quality working documents (mission letter, audit program, description of the existing system, tests, etc.);
- You will follow up on the recommendations of the reports issued;
- You will occasionally provide coaching to operational auditors on IT points;
- You will contribute to deliver high quality reports, IT risk analysis, audit plan, continuous monitoring of businesses and reporting to the senior management and Audit Committee.
Your skills and experience:- Minimum 5 / 7 years of professional experience in internal / external IT audit, or as IT consultant or equivalent;
- Master or Bachelor's degree (or comprehensive experience) in Information Technologies, Business Informatics or equivalent;
- Broad IT skills on IT infrastructure and information & cyber security (e.g. operating systems, database, networks, public cloud, security related tools), and ideally also on web technology, IT governance, general IT controls, programming and software deployment;
- Working knowledge of core Office applications, especially Excel, Access and PowerBI;
- Ideally experience in Funds administration / Asset Management or financial services, including financial industry products and services, securities processing, and related information systems;
- Fluent in English and French. German would be an advantage;
- Professional certification e.g. CISA, CISSP, or in COBIT, ITIL, is an advantage;
- Experience in data analytics, data analytics tools (i.e. Phyton, Idea), including data cleansing and preparation, data analysis, data visualization, statistical data mining, or data science is an advantage;
- Experience in handling diverse personalities, intercultural differences and managing challenging situations. Team spirit, personal initiative and intercultural sensitivity is necessary to interact in a global work environment;
- Compliance with audit policies and respective standards (independence, integrity, confidentiality, truth and fairness, security, economy, system conformity);
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
(Senior) Risk & Performance Analyst
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We operate in fund launch locations across Germany, Luxembourg and Ireland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Your tasks and responsibilities:
Within the framework of our Risk and Performance Analysis Services offered to our clients, you will be asked to do the following tasks:- Establish and maintain a robust risk management framework which complies with regulatory (UCITS/AIF) risk requirements
- Manage various advanced risk measures including but not limited to market risk, counterparty risk, liquidity risk, stress testing and back-testing
- Investigation and resolution of data/analytics issues in calculation processes
- Ensure production of added value reports: risk, performance measurement, attribution, and contribution reports
- Manage the relationships with clients to ensure client satisfaction
- Participate actively in the implementation, set-up, and review of services
Your skills and experience:- Master’s degree in economics or finance (or equivalent) with a first experience in a similar position
- Good understanding of European regulatory frameworks in risk management
- Good understanding of a wide variety of financial instruments and related risk factors in the context of portfolio and risk management
- Experience of VaR models and performance analysis (attribution/contribution) would be an advantage
- Problem solving skills and ability to explain complicated concepts clearly
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Spontaneous Application
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Luxembourg, Ireland, and Germany. From here and from our offices in London, Krakow, and Hamburg, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Potential future opportunities:
- Fund Operations – including Alternative Investments Fund Accounting, Valuation, Middle Office, Data Management & Reporting teams
- Compliance and Risk – 1st, 2nd and 3rd line of defense
- Contract management and investor onboarding teams
- Internal finance – Accounting & Controlling
Your skills and experience:- University degree in Accounting or Finance
- Previous relevant experience in the above areas
- Experience in working within Fund Industry
- Excellent time and self-management skills, ability to prioritize
- Strong analytical and communication skills
- Fluent in English. German and French are assets
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Strategic Buyer - Professional Services
The Strategic Buyer within Professional Services category will be responsible for developing and implementing procurement strategies for professional services. This role involves managing supplier relationships, negotiating contracts, and ensuring the efficient and cost-effective procurement of high-quality professional services. The Strategic Buyer will collaborate closely with various departments to align procurement activities with the company's strategic goals and objectives.
Your tasks and responsibilities:
- Develop and implement strategic sourcing plans for professional services.
- Conduct market analysis to identify potential suppliers and assess their capabilities.
- Stay updated on industry trends, market conditions, and and best practices in professional services procurement.
- Identify, evaluate, and select vendors based on quality, price, reliability, and service levels.
- Establish and maintain strong relationships with key suppliers.
- Monitor supplier performance and resolve any issues related to quality or delivery.
- Negotiate contracts, pricing, terms, and conditions with suppliers.
- Ensure contracts comply with company policies and legal requirements.
- Manage contract renewals and amendments as needed.
- Analyze spend data and identify cost-saving opportunities.
- Develop and implement cost reduction strategies without compromising quality.
- Track and report on cost savings achieved through strategic sourcing initiatives.
- Manage the end-to-end procurement.
- Ensure timely and accurate purchase order creation, approval, and processing.
- Coordinate with the finance department to ensure timely payments to suppliers.
- Work closely with internal departments to understand their procurement needs and requirements.
- Collaborate with cross-functional teams to align procurement activities with business objectives.
- Communicate procurement strategies and initiatives to stakeholders at all levels.
- Ensure compliance with company policies, procedures, and ethical standards.
- Assess and mitigate risks associated with the procurement of professional services.
- Maintain accurate and up-to-date records of procurement activities and supplier agreements.
Strategic Sourcing:
Supplier Management:
Contract Negotiation:
Cost Management:
Procurement Process Management:
Collaboration and Stakeholder Management:
Compliance and Risk Management:
Your skills and experience:As successful candidate, you will bring the following:
- Bachelor’s degree in Business Administration, Supply Chain Management, Information Technology, or a related field.
- Proven experience as a Strategic Buyer.
- Strong negotiation skills and experience in contract management.
- Excellent analytical and problem-solving abilities.
- Proficiency in procurement software and tools.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Very good English & German language skills.
What we offer:- 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. -
Transfer Agency Dealing Officer
Grow with us! We are currently looking for a colleague to join our Transfer Agency Team.
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 organization 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.
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.
-
Graduate Program Fund Industry Full-time
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We operate in fund launch locations across Germany, Luxembourg and Ireland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Due to dynamic growth of Universal-Investment we’re looking for graduates who will help us to drive our business forward while having a chance to become a crucial part of our day-to-day operations in Ireland.
During your 12-months Trainee Program you will be prepared intensively for your future tasks at Universal Investment. You will work with the Head of Investment Management and Head of Distribution to deliver ongoing effective oversight of the Delegates (Investment Managers) in line with the regulations and UII governance framework.
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 you:
Are you an open-minded person, who:
- Finished Master Studies / Master’s degree in finance, Economics or related fields?
- Has high interest in the fund business, investment management and in financial issues?
- Has strategic and independent way of working?
- Is eager to try new things and learn from experts?
- Has curiosity, agility and high sense of responsibility?
- Has very good MS Office skills (especially Excel, Outlook)?
- Is open to work with clients and have a good communication skills?
About our Trainee Program:- 12 months’ experience in an international working environment
- Possibility to join 3 different departments within the year (Investment Management, Fund Distribution, Board Reporting)
- Employment opportunity after successfully completing the program
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
Apply now!Send your CV to careers_irl@universal-investment.com.
The recruiting entity here is Universal-Investment Ireland Fund Management LIMITED
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_irl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Spontaneous Application
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Luxembourg, Ireland and Germany. From here and from our offices in London, Krakow and Hamburg, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Profiles we are interested in:
- We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..
- As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success
What we offer:
- A performance-related salary
- Flexible working hours
- Hybrid working model
- Modern workplace in a conveniently situated location
- Additional annual leave
- Travel allowance or tax saver ticket
- Pension plan
- Health insurance
- Life insurance
- Bike to work scheme
Apply now!Send your CV to careers_irl@universal-investment.com.
The recruiting entity here is Universal-Investment Ireland Fund Management LIMITED
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_irl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
Emails are currently circulating which purport to be from Universal Investment and are being sent to potential applicants worldwide. Please be advised that Universal Investment will always contact you via established jobboards or Linkedin profiles of our recruiters. Should you receive any emails, please ensure that they originate from the @universal-investment.com domain.