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Vacancies at
Universal Investment

Open positions at Universal Investment

Our company is growing steadily - for that reason we are searching for motivated, performance oriented and entrepreneurial-minded employees, who are ready to actively create the success of our company together with us.

Vacancies Luxembourg
  • Business Development Manager

    Grow with us! We are currently looking for a colleague to join Business Development Team that is a part of our Sales and Relationship Management Department under Chief Commercial Officer. We are responsible for driving growth in admin-only 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 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 26 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-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.

  • Fund Administration - Reporting Officer

    Grow with us! We are currently looking for a colleague to join our Reporting Team in Luxembourg as part of our Fund Administration Oversight within the Operations Department.

    Your tasks and responsibilities:

    • CSSF circular 21/790 planning of the annual self-assessment questionnaire (SAQ) as well as the planning of the separate report (SR) for all products in scope
    • External and internal coordination of the SAQ and SR questionnaire
    • Collection of all required information to complete SAQ reporting
    • Qualitative assessment of all information received
    • Submission of drafted SAQ to the management of the board (or similar body)
    • Final submission of validated SAQ responses

     
    Your skills and experience:

    • Bank training or comparable training or studies with financial focus
    • Good knowledge of the investment fund industry in particular the regulatory framework and the operational processes of a Management Company
    • Project nanagement experience
    • Proactivity, team spirit, flexibility and stress resilience
    • Focus on quality and accuracy
    • Excellent analytical skills and ability to work in a structured and meticulous way
    • Proficient working knowledge of MS Office (in particular Excel) as well as secure handling of typical information systems
    • Fluency in German and English

     
    What we offer:

    • Flexible working hours
    • Modern workplace in a conveniently situated location
    • Pension scheme
    • Lunch vouchers
    • Corporate Benefit Program

     
    Apply now!

    Send your CV to career-lux@universal-investment.com.

     

    The recruiting entity here is Universal-Investment-Luxembourg S.A.

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • 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.

  • Product Tax - Alternative Investment Funds and Securitisation Companies 

    Grow with us! We are currently looking for a colleague to join our Tax Team in Luxembourg. We are responsible for Luxembourg’s fund portfolio and securitisation companies.

    Your tasks and responsibilities:

    • Tax compliance and all tax structuring topics along with securitization companies
    • Management of tax compliance in alternative investment funds with focus on Luxembourg taxation including taxation of SPVs
    • Selection and coordination of external (tax) consultants
    • Coordination and plausibility checks for foreign fund registrations as well as declaration requirements
    • Tax assessment as part of asset acquisitions including negotiation of tax clauses (side letters, documentation etc.)
    • Dealing with client inquiries regarding fund and product taxation

     
    Your skills and experience:

    • Relevant professional experience in an auditing, tax consulting or audit-related consulting firm and/or a management company
    • Completed studies in business administration or law with a focus on taxation or comparable studies; tax advisor examination would be advantageous
    • Very good knowledge of national tax law and good understanding of general principles of international taxation
    • High level of initiative, strong communication skills, ability to work under pressure and team spirit
    • Strong analytical skills and solution-oriented approach
    • Independent, autonomous way of working and high service orientation
    • Very good MS Office skills
    • Very good written and spoken German and English skills

     
    What we offer:

    • Flexible working hours
    • Modern workplace in a conveniently situated location
    • Pension scheme
    • Lunch vouchers
    • Corporate Benefit Program

     
    Apply now!

    Send your CV to career-lux@universal-investment.com.

    The recruiting entity here is Universal-Investment-Luxembourg S.A.

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • Strategic Buyer - Indirect

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

    Your 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.
    •  

      Supplier Management:

    • 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.
    •  

      Contract Negotiation:

    • Negotiate contracts, pricing, terms, and conditions with suppliers.
    • Ensure contracts comply with company policies and legal requirements.
    • Manage contract renewals and amendments as needed.
    •  

      Cost Management:

    • 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.
    •  

      Procurement Process Management:

    • 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.
    •  

      Collaboration and Stakeholder Management:

    • 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.
    •  

      Compliance and Risk Management:

    • 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.

     
    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.

     

    The recruiting entity here is Universal-Investment-Luxembourg S.A.

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • Spontaneous Application

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

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

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

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


    Profiles we are interested in:

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

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

    How to apply:

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

    The recruiting entity here is Universal-Investment-Luxembourg S.A.

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

Vacancies Frankfurt am Main
Vacancies Poland
  • AML / KYC Analyst / Senior - German Speaker

    Grow with us! We are seeking a highly skilled and detail-oriented AML / KYC Analyst to join our CDD team. The AML / KYC Analyst will be responsible for conducting due diligence on new and existing clients to ensure compliance with anti-money laundering (AML) and know your customer (KYC) regulations and guidelines. This role requires a thorough understanding of AML/KYC processes, strong analytical skills, and the ability to interpret complex regulatory requirements.

    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.

     
    Your skills and experience:

    • University degree in Finance, Economics, or equivalent
    • At least 3-5 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 & German language skills.
    • Good analytical skills, driven to seek solutions

     
    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.

  • AR Accounting Specialist

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

    Your tasks and responsibilities:

    • Accounts Receivable Management
    • Calculation, Billing and Postings of fee schedules for funds
    • Invoicing of additional fees for other services
    • Debtor Management/Reconciliation of open items and clearing
    • Prospective extension of tasks including general accounting after successful starting period possible.

     
    Your skills and experience:

    • Bachelor degree or equivalent qualification in Finance, Economics, Business Administration or related
    • Relevant experience in a Finance department of a (preferably) multinational company;
    • Strong analytical skills and understanding of Finance processes especially regarding accounts receivable, VAT, reverse charge etc
    • Strong knowledge of MS Office applications (Excel, Word, PowerPoint and Outlook)
    • Knowledge of SAP and experience in a financial services organization;
    • Strong interpersonal skills required to work in a team as well as ongoing communication with colleagues and (senior) management;
    • Fluency in Polish and German (min. requirement B2), English – both verbal and written communication.

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH.

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • Business Analyst - Reporting Solutions

    Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We 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 Business Analyst to join our Fund Reporting team.

    Your tasks and responsibilities:

    • Gather customer requirements and translate them into actionable tasks,
    • Design of Bl-Reports and Dashboards according to client needs and requirements across all asset classes,
    • Define processes, develop requirements, create solutions and transfer them into actual reporting practice,
    • Collaborate closely with internal and external customers & stakeholders, reporting and IT colleagues
    • Participating in projects using agile methodologies

     
    Your skills and experience:

    • University degree in Economics, Business Administration, Math or related areas
    • Profound experience in business analysis, solution design, change & implementation or consulting activities and corresponding data flows,
    • Excellent analytical, conceptual and problem-solving skills,
    • Familiar with different investment products / finance instruments
    • Proficient in MS Office (in particular Excel) and conventional information systems,
    • Experience in Oracle SQL 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.

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH.

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • Business 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.

  • Business Manager

    Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From here and from our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally.

    We are currently looking for a Business Manager to support our strategy to strengthen our Krakow footprint on the ground and is focused on Operations across UI Group.

    Your tasks and responsibilities:

    • Drive Operations nearshoring strategy and implementation on the ground in Krakow
    • Develop further nearshoring potential
    • Harmonize processes and teams between entities to reflect the TOM
    • Establish Tracking KPIs for Nearshoring activities
    • Takeover Business Management activities for the entire Operations across UI Group

     
    Your skills and experience:

    • Hands-on approach and ability to get-things-done
    • Deep understanding of different cultures and behaviors
    • Financial background & knowledge of regulated entities gained in multinational organisations
    • Fluent English language skills
    • Analytical thinking
    • Leadership experience and positive can-do attitude
    • Collaborative working style

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH.

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • Business Process Modeler

    Grow with us! As a (Junior) Business Process Modeler/Architect, you will be responsible for analyzing, designing, and optimizing business processes within Universal Investment. Your role will involve creating process models using industry-standard techniques such as BPMN (Business Process Model and Notation). You’ll collaborate with cross-functional teams to identify process improvements, streamline workflows, and enhance operational efficiency. Additionally, you’ll contribute to documenting current-state processes and proposing future-state solutions.

    Your tasks and responsibilities:

    • Process Analysis: Evaluate existing business processes to identify pain points, bottlenecks, and areas for improvement.
    • Process Modeling: Create clear and concise process models using BPMN notation.
    • Collaboration: Work closely with stakeholders, business analysts, and domain experts to gather requirements and refine process models.
    • Documentation: Document as-is (current-state) processes and propose to-be (future-state) process improvements.
    • Continuous Improvement: Contribute to ongoing process optimization efforts.

     
    Your skills and experience:

    • Bachelor’s degree in Business Administration, Information Systems, or a related field.
    • Basic understanding of BPMN concepts and process modeling.
    • Strong analytical skills and attention to detail.
    • Effective communication and interpersonal skills, with the ability to collaborate cross-functionally and interact with stakeholders at all levels.
    • Very good English language skills. Knowledge of German will 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.

  • Client Application Specialist

    Grow with us! We are currently looking for a colleague to join our Client Application Team that is a part of our Customer Service Department in UILabs. We are responsible for providing an excellent service to our Clients as well as taking care of various financial matters (corporate actions/market data).

    Your tasks and responsibilities:

    • Acting as first and second level support (Jira, incident mgmt. system)
    • Coordinating activities with other departments for benefit of the customer
    • Providing extensive front office services (e.g., creation of master data, presentation and recording of trades, corporate actions but also complex derivative transactions)
    • Implementation of extensive quality assurance measures to always ensure the availability and highest quality of the applications
    • Documentation of workflows and collaboration on projects

     
    Your skills and experience:

    • Bachelor’s degree and basic knowledge of financial industry
    • Knowledge of the securities or derivatives business
    • Experience in using MS Office
    • A high IT affinity, user and application knowledge in SCD is an advantage
    • A high level of service orientation coupled with an understanding of customer needs and commercial aspects
    • High level of commitment and ability to quickly familiarize yourself with complex issues
    • Willing to work in shifts
    • Very good English language skills, good 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-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.

  • Client Reporting Specialist

    Grow with us! To achieve our ambitious growth goals, we are looking for a Client Reporting Specialist who will join our Client Reporting Team that provides reports on the structure, development, performance and risk of our funds.

    Your tasks and responsibilities:

    • Setting up and production of Reporting packages for clients, custodians, asset managers and data providers
    • Preparing standardized and regular reports as well as customized and individual reports for clients
    • Responsibility for accuracy and timeliness of reporting
    • Communicating with clients, custodians, asset managers and data providers including responding to enquiries (in German and English)
    • Specifying and assigning new IT requirements and new reports in close cooperation with our IT service providers and the Reporting Solutions Team
    • Active contribution to projects in Client Reporting

     
    Your skills and experience:

    As successful candidate, you will bring the following:

    • Bachelor’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject
    • Experience in asset management or accounting for investment funds, preferably gained at an investment management company, asset management firm, custodian bank or advisory firm
    • Excellent client service orientation with hands-on mentality and proactive approach
    • Flexible team-player with strong interpersonal and communication skills
    • Strong analytical skills and a solution-oriented approach
    • Strong MS Excel skills
    • Fluent English and communicative German (B1 min.)
    • Theoretical and practical experience in fund reporting and performance measurement is an advantage

     
    What we offer:

    • Private health care and travel insurance
    • Life insurance
    • Cafeteria Platform and sports package
    • Company Pension Benefits – Employee Savings Plan
    • Attractive Employee Referral Bonus Program
    • Additional day off for charity
    • Holiday subsidy („wczasy pod gruszą”)
    • 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.

  • Client Service Delivery 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.

    The main responsibility of the Client Service Delivery Officer is to provide support to the Client Service Delivery Managers and their clients. In this role, the CSD Officer will need to work closely with the various internal teams such as Client Relationship Management, the Business/Product Development, Marketing and Sales Enablement departments.

    Your tasks and responsibilities:

    • Management of the acceptance of new clients and administrative follow-up for information and organization within the company;
    • Monitoring and management of client Due Diligence requests, with the help of the Service Delivery Manager;
    • Complaint monitoring and reporting; participation in the implementation of a central complaint logging tool;
    • Administrative management and monitoring of the annual review of the client Operating Memorandums;
    • Implementation of quality control measures; monitoring of internal/external quality indicators and client governance;
    • Maintenance and review of Operating Procedures and Procedures under the CSDM team’s responsibility;
    • Collaboration with all stakeholders to enhance service efficiency;

     
    Your skills and experience:

    • Education or proven experience in client service administration
    • Experience in the Luxembourg investment funds sector, ideally in the area of fund administration
    • Hands on approach and positive “can do” attitude
    • Highly organised proactive with a sense of responsibility and priority management
    • Excellent organizational skills, discretion, ability to listen, committed, dedicated
    • Strong analytical skills, attention to detail, flexibility and adaptability
    • Effective communication skills coupled with empathy, tactfulness and capacity to understand different perspectives
    • Ability to lead initiatives
    • A genuine service minded attitude, with an ability to foster long term relationships and promote team spirit
    • Fluency in English and a good command of French or German

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is 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.

  • 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:

      Onboarding of new Clients:

    • 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
    •  

      2nd level support & Services:

    • Error analysis and correction in the DWH environment
    • System updates & upgrades
    • Expansion, maintenance, and repair of the existing data warehouse etc.
    •  

      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 - NAV and Reconcilitation Specialist

    To achieve our ambitious growth goals, we are currently looking for a (Senior) Fund Accountant to join NAV and Reconciliation team, part of the Core Fund Accounting department. Within this department, you will be responsible for the correct creation of the NAV calculation of the (securities) investment funds as well as the proper processing of the reconciliation with the custodians.

    Your tasks and responsibilities:

    • evaluation of (securities) investment funds
    • reconciliation with our Custodian Banks in all Asset Classes
    • coordination and communication with our teams in Fund Accounting, Pricing Data, Static Data and TAX department
    • booking of share certificate transactions - subscriptions and redemptions
    • controlling and quality assurance in day-to-day business
    • carry out the NAV controls according to the internal procedures
    • handling fund projects, such as fund launches, changes of depositary and fund closures
    • direct contact to internal and external auditors
    • assisting the implementation of new processes, their creation and optimization
    • participation in the professional and technical development of assigned tasks (e.g., submission of suggestions for improvement, concepts, execution of tests and implementation measures in our systems).

     
    Your skills and experience:

    As successful candidate, you will bring the following:

    • university degree in Finance, Economics, Business Administration or a related subject advantageous or relevant work experience
    • experience in fund accounting of an investment company or a comparable organization (e.g., custodian) is required
    • Knowledge of fund types and fund structures (legal shells and vehicles, master funds, share classes)
    • Knowledge of fund price calculation and reconciliation
    • confident handling of all common financial instruments and booking systems
    • Very good German & English language skills
    • Good analytical and organization skills
    • Team-player attitude and good communication 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.

  • 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 Universal-Investment-Gesellschaft mbH.

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • Fund Accounting Manager

    Grow with us! To achieve our ambitious growth goals, we are currently looking for Fund Accounting / Operations Manager to manage our strategic teams within securities, derivatives, corporate actions, income, fees, and NAV. This position plays a crucial role in our organization and will cover end to end business.

    Your tasks and responsibilities:

    • Lead and develop Core Fund Accounting department and monitor the team’s day to day business and maintain a positive and professional work environment;
    • Participate in the creation of operational strategy and its execution;
    • Implement effective risk management and continuous review of control procedures to ensure compliance across processes;
    • Manage transformation projects within Core Fund Accounting Area and implement target operating model;
    • Build strong relationships with internal partners (spanning various levels) and clients;
    • Be accountable for client satisfaction, contracted SLAs/KPIs and reporting of the unit performance;
    • Drive process optimization/enhancement and automation projects;
    • Support the onboarding of new clients and implementation of new funds or new products;
    • Ensure good understanding of UI’s strategy, roles and expectations across all team members;
    • Ensure compliance with applicable HR policies and requirements, proactively support recruitment, performance management and professional development of all team members through trainings, coaching/mentoring sessions etc.;
    • Support senior management to implement changes of the operating model, to achieve efficiency and control objectives;
    • Participate in projects to strengthen company’s processes / business / initiatives.

     
    Your skills and experience:

    • Several years' professional experience in the fund administration area in the managerial role (minimum 5 years of leadership experience);
    • Bachelor’s degree in accounting, finance, business related areas and / or studying financial professional qualification (CFA, CAIA, CPA, FCCA, etc.);
    • Knowledge of different investment products / finance instruments, thorough understanding of fund administration business;
    • Excellent communication and interpersonal skills;
    • Enthusiastic leadership style;
    • Effective decision making and problem-solving skills;
    • Ability to build and lead operations teams;
    • Goal-orientation, result-driven, project management abilities;
    • University degree in banking studies or business management;
    • Fluency in English and good knowledge of German is 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.

     

    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.

  • Head of Procurement

    The Head of Procurement will be responsible for overseeing all procurement activities across the organization. This role involves developing and implementing procurement strategies, managing supplier relationships, and ensuring the efficient acquisition of goods and services. The successful candidate will have a strategic mindset, strong leadership skills, and a deep understanding of procurement best practices.

    Your tasks and responsibilities:

    • Develop and implement procurement strategies aligned with the company's objectives and goals.
    • Lead and manage the procurement team, providing guidance, training, and performance evaluations.
    • Identify and evaluate potential suppliers, negotiate contracts, and manage supplier relationships.
    • Monitor market trends and assess risks to ensure the company remains competitive and compliant.
    • Collaborate with internal stakeholders to understand their needs and ensure timely and cost-effective procurement of goods and services.
    • Establish and enforce procurement policies and procedures to maintain consistency and compliance.
    • Oversee the preparation and management of the procurement budget, ensuring cost savings and efficiency.
    • Develop and maintain key performance indicators (KPIs) to measure the effectiveness of procurement activities.
    • Ensure compliance with legal, ethical, and company standards in all procurement activities.
    • Stay informed about industry trends and advancements to drive continuous improvement in procurement processes.

     
    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. A Master's degree is preferred.
    • Minimum of 10 years of experience in procurement, with at least 5 years in a leadership role.
    • Strong knowledge of procurement principles, practices, and regulations.
    • Excellent negotiation, communication, and interpersonal skills.
    • Proven ability to lead and motivate a team in a fast-paced environment.
    • Strong analytical and problem-solving skills.
    • Proficiency in procurement software and tools.
    • Fluency in English. German language would be an asset.

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-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.

  • HR Generalist

    The HR Generalist will play a crucial role in supporting HR processes across various areas - including (but not limited to) Onboarding, Payroll, Benefit Administration, and Compliance. This role requires a proactive and detail-oriented individual who can effectively manage multiple processes and contribute to the overall success of the HR team.

    Your tasks and responsibilities:

    • Supporting Polish Company branches in HR-related matters
    • Cooperating with various Stakeholders and Functions abroad
    • Processing onboarding, Employee Lifecycle and Offboarding
    • Supporting Managers and Employees on all employment matters, providing advice and guidance on HR policies, internal procedures and regulations
    • Maintaining accurate and up-to-date HR files, records, and documentation
    • Ensuring data integrity and confidentiality
    • Preparing payroll input and cooperating with the payroll provider
    • Administering Employee benefit programs and managing vendor relationships
    • Preparing HR data in a timely and accurate manner
    • Supporting HR initiatives & projects in a dynamically growing environment

     
    Your skills and experience:

    As a successful candidate, you will bring the following:

    • Relevant experience of working in an HR department, preferably in an international company (at least 3 years)
    • Strong understanding of HR processes, systems and best practices
    • Familiarity with Polish labor law, ideally backed by relevant courses or trainings
    • Experience with either the Workday or Enova systems would be an advantage – familiarity with both would be an asset
    • Strong interpersonal skills - we are an Employee facing function
    • Organizational skills and adaptability to change, readiness to work in a dynamic environment
    • Good communication skills in Polish and English

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH.

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • 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 Senior Analyst & Developer

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

    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;
    • Overseeing planning, designing, execution and reporting of tests to ensure that software meets quality standards and is free from errors of defects
    • Fill the role as ambassador for testing and increase the usage of testing processes and tools throughout the IT estate

     
    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.
    • Fill the role as ambassador for testing and increase the usage of testing processes and tools throughout the IT estate

     
    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 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.

  • Operational Readiness Coordinator

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

    Your tasks and responsibilities:

    • Assist the Client Service Delivery, the Client Relationship and the Sales Teams in the pre-onboarding phase
    • Assist the coordinator in on boarding and off boarding within all the operational teams and external stakeholders with the support of the Client Service Delivery Manager.
    • Participate in external client calls, meetings and workshops to assess the operational business needs and to provide guidance to the client.
    • Take part in internal meetings and calls to share key updates, to bring appropriate guidance and to collect required information from internal stakeholders.
    • Identify specificities associated to the investment vehicle events and assess the information required to properly manage them.
    • Analyse and review the investment vehicle documentation (Prospectus, Articles of Incorporation, Board resolution, …) received from clients and external parties.
    • Take the appropriate actions to collect all the relevant information to get setups ready in due time.
    • Overseeing planning, designing, execution and reporting of tests to ensure that software meets quality standards and is free from errors of defects

    Your skills and experience:

    • Master's degree in Economics or Finance (or equivalent)
    • Proven track record in the fund industry and/or experience in Transfer Agency would be an asset (at least 5 years’ experience)
    • Knowledge of the Private Asset fund industry would be an asset
    • Good knowledge of Luxembourgish investment vehicle types and their operating model is a strong asset
    • Proficient in MS Office (in particular Excel) and Multifonds TA system
    • Knowledge of Global Portfolio or Investran is a plus
    • Fluency in English (French , Swedish or German would be an asset).
    • Well organised, strong analytic and innovative thinking

     
    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.

  • Performance Analyst

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

    Your tasks and responsibilities:

    • Monitoring of import for index data and market data
    • Support of requests regarding index data and market data
    • Requests and escalations to data provider
    • Creation of concepts and implementation of projects for the further development of the services
    • Calculation of performance fee for mutual and special funds

     
    Your skills and experience:

    • Master’s degree or equivalent qualification in Finance, Economics, Mathematics or Computer Science
    • Experience in performance analysis, index and market data or comparable tasks in financial services
    • Good knowledge of the investment products and relevant markets
    • Strong communication skills with the ability to discuss and align with clients and external partners
    • Excellent analytical and problem-solving ability
    • Service orientation, paired with a solution-oriented attitude
    • Fluent in English; German skills would be a plus
    • Experience in Excel-VBA, SQL or Access, Bloomberg 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.

     

    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.

  • Procurement Administration Specialist

    The Procurement Administration Specialist supports the procurement department by providing administrative and operational assistance, focusing on reporting and project management. This role is responsible for maintaining procurement records, generating reports, coordinating with suppliers and internal stakeholders, and assisting in the execution of procurement projects.

    Your tasks and responsibilities:

      Administrative Support:

    • Maintain and organize procurement records, including contracts, purchase orders, and supplier information.
    • Handle day-to-day administrative tasks such as filing, data entry, and document management.
    • Ensure procurement activities comply with company policies, procedures, and ethical standards.
    • Reporting:

    • Generate regular and ad hoc reports on procurement activities, spending, and supplier performance.
    • Analyze data and provide insights to support decision-making within the procurement department.
    • Ensure accuracy and timeliness of all procurement-related reports.
    • Supplier Coordination:

    • Communicate with suppliers to obtain necessary documentation and resolve any administrative issues.
    • Assist in the evaluation and onboarding of new suppliers.
    • Maintain positive relationships with suppliers to ensure smooth procurement operations.
    • Internal Collaboration:

    • Collaborate with internal departments to gather procurement requirements and provide necessary support.
    • Act as a liaison between the procurement department and other business units to facilitate smooth operations.
    • Assist in coordinating meetings, preparing agendas, and documenting meeting minutes.

     
    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 in procurement or supply chain environment.
    • Strong organizational skills and attention to detail.
    • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and procurement software.
    • Excellent communication and interpersonal skills.
    • Ability to manage multiple tasks and prioritize effectively.
    • Strong analytical and problem-solving abilities
    • Very good English language skills, German 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.

     

    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.

  • Project Manager - Fund Reporting

    Grow with us! To achieve our ambitious growth goals, we are looking for a Project Manager who will run and coordinate several projects in our Fund Reporting department, with focus on Client Reporting and Regulatory Reporting.

    Your tasks and responsibilities:

    Managing several projects in the areas Client Reporting, Regulatory Reporting and Annual Reporting, in particular:
    • Maintaining project management office for Reporting
    • Preparation and leading of Steering Committee meetings and other project meetings
    • Creation of project planning, incl. scope, milestones, and timeline
    • Creating dashboards and transparent project communication to all stakeholders, including Management and C-Board
    • Monitoring project budgets
    • Close collaboration with SMEs from Reporting teams, IT department, and other departments across UI group

     
    Your skills and experience:

    • Bachelor’s degree or equivalent qualification in Finance, Economics, Business Administration, or related subject
    • Experience in asset management or accounting for investment funds, preferably gained at an investment management company, asset management firm, custodian bank or advisory firm
    • Project management experience is a plus but could be learned on-the-job
    • High commitment and flexibility paired with hands-on mentality and proactive approach
    • Ability to manage and prioritize multiple tasks
    • Fluent in English, German skills beneficial
    • Very good MS Office 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.

  • Risk Measurement Specialist - German Speaker

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

    Your tasks and responsibilities:

    Performs processes and procedures of qualified market risk measurement according to the regulation for investment funds:
    • Computes and verifies risk analytics for market risk (value at risk, back test, stress test, simulation analysis)
    • Performs decomposition, modelling and integration of derivative securities und structured instruments into the daily process of market risk measurement
    • Performs pre-trade eligibility checks of new assets with respect to the valid legal and technical requirements for risk management of investment funds
    • Answers ad-hoc inquiries and conducts calculations and risk analysis related to client reporting requests
    • Conducts assessments of the necessity and the applicability of the qualified approach for market risk measurement in the case of launching new investment funds or the conversion of existing portfolios (concept check)
    •  

      Carries out special tasks concerning the entire data flow from the risk measurement system and the implementation, development and enhancement of risk analytics:
      • Technical and specialist support and development of the monitoring process for market risk (plausibility, limit system, utilization, communication)
      • Technical and specialist support and development of interfaces to internal databases and existing risk-analysis tools (process infrastructure, IT architecture)
      • Regular verification of risk figures, optimization and development of risk-analysis templates (statistics, content, layout)
      • Assessment of new risk-analysis requirements regarding feasibility and implementation effort
      • Implementation, testing and process integration of new risk types and risk statistics
      • Development and extension of risk analysis within the web-based reporting platform Power Portal
      •  

        Additional tasks:
        • Cooperates across borders with other companies and branches of the Group in German and English language
        • Performs project tasks within the scope of the department's annual strategic provisions
        • Supports strategically important initiatives from a business unit and a branch perspective

         
        Your skills and experience:

        • Educational background in Finance, Economics, Big Data and Business Analytics, Business Mathematics, Business Administration, or related subject
        • Relevant practical experience in the fields of measurement of market risk and the calculation of risk figures for multi-asset investment funds or other kind of multi-asset portfolios
        • Intermediate level in one or more programming languages like VBA, SQL, R, Matlab, Python or similar
        • Basic to intermediate knowledge of databases, data architecture, and technical interfaces
        • Results orientation, self-reliant working, outstanding quality and reliability, unsolicited communication, customer service focus
        • Fluent in spoken and written English, good to very good 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.

  • Securities Valuation 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:

    • Ensure that the provided valuations are in line with the set plausibility checks as representativeness, recent update, regular variation, duly authorized price,
    • Select the appropriate price sources and setup the automated prices feeds accordingly. In the absence of appropriate price or pricing source contact the authorized governing body of the fund and keep the specific valuation instruction up to date,
    • Document price checks and changes, file working materials on a daily basis and archive files regularly,
    • Ensure the valuation of exchange rates and indices,
    • Contact with the different counterparties to obtain the underlying documents for alternative investments funds,
    • Book hedge funds transactions and save documents related to the hedge funds activity,
    • Analyze the requests of the different stakeholders (external requests and internal requests), interact constructively with them and answer to their requests,
    • Collaborate with the Client Service Delivery Management team on client specific requests, complaints or operational incidents

     
    Your skills and experience:

    • University degree in finance or economics (or equivalent),
    • A first experience in the fund industry, and/or experience in Securities domain are an asset,
    • Good knowledge of financial instruments and of financial market mechanisms are an asset,
    • Fluent in English. French and German are an asset,
    • Excellent organizational skills, team spirit, flexibility, communication, willingness to learn and sense of responsibility,
    • Knowledge of Financial Information Provider stations (as Bloomberg, Refinitiv) are an asset.

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • (Senior) Accounts Payable Accountant - German Speaker

    Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From here and from our offices in Frankfurt, Krakow, Luxembourg, Dublin, 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:

    • booking invoices in SAP or XENTIS systems
    • independent, proactive processing of incoming invoices, payment instructions, including approval, checking, tracking, booking and create payment runs
    • processing of inquiries and complaints related to payment process
    • payment processing
    • supporting the fund accountants in their day-to-day
    • reconciliation activities with the custodians
    • budget and liquidity monitoring
    • cooperation in the professional and technical development of the assigned tasks

     
    Your skills and experience:

    As a successful candidate, you will bring the following:

    • few years experience in the accounting function, especially accounts payable
    • experience in the area of German value added tax law and in the German accounting would be a plus
    • good MS Office skills
    • knowledge of SAP advantageous
    • strong communications skills
    • fluent English and German

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • (Senior) Fund Accountant - Corporate Actions and Income

    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.

    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
    • 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.

  • Senior Fund Accountant - Private Equity 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 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:

    As a successful candidate, you will bring the following:

    • 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.

  • Senior General Ledger Accountant
  • 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 Manager - HR Projects

    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. The Senior Manager for HR Projects, will lead and manage complex HR initiatives that support the company's strategic goals. This role will involve collaborating with various departments, overseeing project teams, and ensuring the successful implementation of HR projects. The ideal candidate will possess strong leadership skills, extensive HR knowledge, and a proven track record in project management.

    Your tasks and responsibilities:

    • Design, development, support and management of relevant strategic HR projects in cooperation with all (HR) interfaces
    • Develop comprehensive project plans, including timelines, milestones, and resource allocation.
    • Monitor project progress, identify potential risks, and implement mitigation strategies.
    • Ensure projects are delivered on time, within scope, and within budget.
    • Collaboration with HR Business Partners and the business to understand project requirements and expectations.
    • Conduct regular project meetings, providing updates and soliciting feedback from stakeholders.
    • Prepare detailed reports and presentations for senior leadership if necessary
    • Use insights from data analysis to inform decision-making and improve project outcomes.
    • Lead and mentor project team members, fostering a collaborative and productive work environment.
    • Provide guidance and support to ensure team members' professional development.
    • Ensure all HR projects comply with legal requirements and company policies.
    • Implement best practices to enhance the efficiency and effectiveness of HR projects.

     
    Your skills and experience:

    • Master's degree in Human Resources, Business Administration, or a related field.
    • Minimum of 5 years of experience in HR, with any proven experience in leading complex HR projects in a corporate environment.
    • Fluent in German and English
    • Excellent leadership and team management abilities.
    • Superior communication and interpersonal skills.
    • Strong analytical and problem-solving capabilities.
    • Strategic thinker with the ability to see the big picture and translate it into actionable projects.
    • Detail-oriented with a strong focus on delivering high-quality results.
    • Ability to work effectively in a fast-paced, dynamic environment.
    • Demonstrated ability to build relationships and work collaboratively across all levels of the organization.

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • Senior Process Designer

    Grow with us! We are currently building a team, which will drive and design one of the largest transformation initiatives in the lifetime of Universal Investment. 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 a key role in transforming UI Group and implementing its new strategy
    • 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
    • Challenge the performance of current processes/ systems by end-to-end reviews along the whole value stream of our products, designing to-be process and driving change implementation projects
    • 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 across UI Group in their transformation to lean management and implementing daily lean management tools

     
    Your skills and experience:

    • Minimum seven years of process modelling experience in Financial Services, ideally Asset Management industry
    • Demonstrated experience in delivering process efficiencies through simplification, automation & standardization
    • Knowledge of processes/ workflows and practical procedures within a multi-product service provider enterprise
    • Related accreditations in Project Management (e.g. PMP), Process improvement (Lean, Six Sigma) desirable
    • Ability to communicate ideas, concepts and positions
    • Superior interpersonal skills to network and influence at all levels
    • Fluent in English. German language skills would be an asset
    • Degree or equivalent qualification in Business Administration or related subject

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH.

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • (Senior) Procurement Specialist

    The Procurement Specialist / Senior Procurement Specialist will be responsible for managing the procurement of goods and services to support the company's operations. This role involves sourcing suppliers, negotiating contracts, and ensuring timely and cost-effective procurement. The ideal candidate will have strong analytical skills, a deep understanding of procurement processes, and the ability to manage supplier relationships effectively.

    Your tasks and responsibilities:

    • Source and evaluate potential suppliers to meet the company's procurement needs.
    • Negotiate contracts, terms, and pricing with suppliers to secure the best deals.
    • Manage supplier relationships, ensuring high-quality goods and services are delivered on time.
    • Conduct market research to identify trends, pricing, and availability of goods and services.
    • Collaborate with internal departments to understand their procurement requirements.
    • Prepare and process purchase orders and requisitions.
    • Monitor and manage inventory levels to ensure optimal stock levels.
    • Ensure compliance with procurement policies, procedures, and regulations.
    • Maintain accurate records of procurement activities, including supplier performance and contract details.
    • Identify opportunities for cost savings and process improvements.
    • Provide support in developing and implementing procurement strategies.

     
    Your skills and experience:

    As successful candidate, you will bring the following:

    • Bachelor’s degree in Business Administration, Supply Chain Management, or a related field.
    • For Procurement Specialist: Minimum of 3-5 years of experience in procurement or supply chain management.
    • For Senior Procurement Specialist: Minimum of 5-7 years of experience in procurement or supply chain management, with demonstrated leadership capabilities.
    • Strong knowledge of procurement principles, practices, and procedures.
    • Excellent negotiation, communication, and interpersonal skills.
    • Proficiency in procurement software and Microsoft Office Suite.
    • Strong analytical and problem-solving abilities.
    • Ability to manage multiple tasks and prioritize effectively.
    • Fluency in English. German language would be an asset.

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH.

     

    Click here to check our data protection notice.

    Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
    If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.

  • (Senior) 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:

      Strategic Sourcing:

    • 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.
    •  

      Supplier Management:

    • 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.
    •  

      Contract Negotiation:

    • Negotiate contracts, pricing, terms, and conditions with suppliers.
    • Ensure contracts comply with company policies and legal requirements.
    • Manage contract renewals and amendments as needed.
    •  

      Cost Management:

    • 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.
    •  

      Procurement Process Management:

    • 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.
    •  

      Collaboration and Stakeholder Management:

    • 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.
    •  

      Compliance and Risk Management:

    • 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.

     
    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.

Vacancies in Ireland
  • 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.

Security information

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.