Sprachen

Open positons

Vacancies at
Universal Investment

Open positions at Universal Investment

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

Vacancies Luxembourg
  • 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.

  • Responsable du Contrôle (“RC”)

    Are you passionate about ensuring regulatory compliance within the fund industry? We're seeking a proactive and knowledgeable Responsable du Contrôle (“RC”) to join our team. If you have a solid understanding of AML/CFT frameworks and regulatory requirements, coupled with exceptional communication skills, we want to hear from you!

    Your tasks and responsibilities:

    • Take charge as the Responsable du Contrôle ("RC") for our managed companies ("SICAV”), ensuring adherence to AML/CFT policies and regulations.
    • efine and regularly review the AML/CFT framework for SICAV, including policies, risk assessments.
    • Monitor AML/CFT activities within the funds, including on-site visits with Asset Managers, Transfer Agents and other service providers
    • Evaluate key performance indicators (KPIs).
    • Prepare and present periodical, ad-hoc, and annual reports on RC’s activities, recommendations, and any irregularities identified.
    • Collaborate with the SICAV's Responsable du Respect ("RR") and participate in board meetings to provide updates on AML status.
    • Be the privileged contact person for competent authorities regarding AML/CFT matters and serve as the first point of escalation for any ML/CFT-related issue of the SICAV

     
    Your skills and experience:

    • Prior experience in the fund industry is essential, along with a solid understanding of Luxembourg fund-related legislation and AML/CTF regulations.
    • Four to five years of experience in a similar role and/or background in Transfer Agency, Portfolio Management, or audit with a focus on AML activities.
    • Proficiency in understanding customer requirements and concerns, coupled with the ability to identify and implement effective solutions.
    • Reliability, resilience, self-initiative, and excellent customer skills are essential for success in this role.
    • Completed degree in business administration, economics, business law, or law would be a plus.
    • Fluent in English and good public speaking skills.

     
    What we offer:

    • Performance-related salary
    • Hybrid working model
    • Pension scheme
    • Chèques repas
    • Conveniently-situated location
    • Renowned, top-notch client base
    • Opportunity to contribute your own ideas and take on responsibility

     
    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.

Vacancies Frankfurt am Main
Vacancies Poland
  • Fund Accountant - Core Fund Accounting INS and Reconciliation

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

    Your tasks and responsibilities:

    • Valuation of insourcing mandates / Shadow accounting
    • Participation in negotiations and coordination of the Operating Memorandum
    • Accompany service review meeting with the customers
    • Coordination with the custodians
    • Processing of differences / complaints and various control tasks
    • Processing of fund projects such as fund launches, fund closures, change of custodian, etc.
    • Close cooperation with external partners and internal departments
    • Contact person for auditors and internal audit
    • Further development and optimization of processes
    • Participation in projects

     
    Your skills and experience:

    • Apprenticeship as a bank clerk or comparable training, possibly supplemented by a degree in finance
    • Several years of professional experience in fund accounting at a capital management company or a comparable organization (e.g., custodian bank)
    • Comprehensive knowledge of security funds and in-depth knowledge of the standards relevant to a capital management company
    • Practical experience with the fund accounting system XENTIS
    • Good MS Office skills
    • Technical affinity and confident handling of common information systems
    • Fluent in German and English
    • independent, structured and service-oriented way of working
    • Excellent organizational skills and ability to manage and prioritize multiple tasks
    • Participation in projects

     
    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 - Fees

    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:

    • Comprehensive processing of invoices that relate to the functioning of the fund (Custody Fees, Audit Invoices, Other Costs)
    • Review and monitoring of individual transactions as well as funds’ accounts that are in the scope of the team
    • Processing of complaints and their clarification with custodians, asset managers and internal units
    • Support in the implementing of new projects
    • Collaboration in the design and implementation of new processes as well as their optimization and participation in internal projects and working groups
    • Active participation in training of new employees; knowledge sharing within the team
    • Close cooperation with internal departments, e.g. reporting, taxes/annual reports

     
    Your skills and experience:

    • Relevant professional experience in the accounting department of an investment management company / custodian / accounting department of a bank
    • Previous experience with various third parties (custodians, vendors’ representatives, auditors etc.)
    • Basic knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.)
    • Experience with payment instructions/payment verification
    • Proficient in MS Office (in particular Excel) and conventional information systems
    • Very good knowledge of English (in writing and speaking)
    • Innovative attitude towards new and already existing tasks

     
    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 HR Poland

    Grow with us! We are currently looking for HR Leader who will drive the execution of the HR strategy and ensure building strong working partnerships across all levels within the organizations. The main target of this position is to provide guidance and leadership across a full spectrum of HR activities, including resource planning, talent acquisition, talent management and succession, culture and engagement, compensation, retention and complex employee relations, in order to maximize individual and business performance.

    The hired person will oversee HR management and operations to adhere to organizational policies and procedures. The duties include communicating between company Executives and management, managing the HR department budget, and coordinating with management to ensure compliance with HR laws and regulations..

    Your tasks and responsibilities:

    • Provide HR Business Partner support for the leadership team & professional leadership and development to HR staff, to increase knowledge and share best practice
    • Support strategic objectives, advise, and strategize on the development of effective employment policies across the company
    • Ensure compliance with laws and regulations
    • Manage the execution of the HR Strategy and ensure the core areas of the HR department (including Talent Acquisition, Employee Relations, Workforce Administration, Employee Engagement, Payroll, Reward and Recognition) are in alignment with Group HR
    • Ensure proper payroll and HR administration is in place
    • Play an active role in all employer branding activities
    • Implementation of standard procedures, policies and supporting HRIS function
    • Identify and realize projects to further improve company processes, employee satisfaction and to nurture a positive working environment

     
    Your skills and experience:

    • 8+ years of work experience in all HR functions, preferably leadership position
    • Knowledge of Polish labor law & HR best practices, knowledge of Polish language
    • Proficiency in English and Polish language
    • Excellent communication, presentation, and interpersonal abilities to effectively collaborate with diverse teams and stakeholders
    • Ability to build business relationships, have a great influence on decision makers and execute the progress of delegated tasks
    • People oriented and results driven
    • Analytical mindset and structured work style with the ability to analyze and review HR data to identify trends

     
    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.

  • Identity & Access Management Expert

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

    Your tasks and responsibilities:

    • Establishment of a central IAM platform.
    • Manage IAM (including IGA, PAM and MFA) tooling and processes e.g. connection of new applications, creation of workflows and automation of processes.
    • Monitor IAM system for irregular behavior and set up preventive measures.
    • Identify, define and document system security requirements and recommend solutions, as well as create security policies and best-practices.
    • Support in the creation of authorization concepts
    • Support in conducting audits
    • Analyze, assess and defend against cybersecurity incidents.

     
    Your skills and experience:

    • At least five years of IT work experience.
    • Completed relevant university studies (Bachelor / Master in the area of Information Technology or similar.
    • Solid experience in Identity & Access Management (especially IGA and PAM)
    • Good business English skills. German would be an asset
    • Strong communication skills and a confident personality
    • Previous experience working in the financial services environment would be 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.

  • Investment Controller

    Grow with us! We are currently looking for a colleague to join our Investment Compliance team within Risk & Regulatory Operations.

    Your tasks and responsibilities:

    • Daily limit checks for all UI and assigned insourcing mandates
    • Surveillance of reduction of identified breaches incl. escalation procedure
    • Contacts with asset managers, portfolio managers and custodians
    • Legal and internal reporting concerning investment limits
    • Quality assurance of ongoing processes

     
    Your skills and experience:

    • Experience in a similar position within investment compliance or related area within fund industry
    • Degree or equivalent qualification in Finance, Economics, Business Administration or related subject would be an asset
    • Outstanding interpersonal skills
    • Detail-oriented attitude with very good time management skills
    • Fluency in English & 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.

  • 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 - System Administrator

     

    Grow with us! We are currently looking for a colleague to join our company as an IT Solution Manager - System Administrator.

       
      Your tasks and responsibilities:

      • Acting as interface between business and IT to develop, deliver and maintain applications based on elaborated Change Requests and Projects
      • Supporting and operating the internal software deployment and the necessary Microsoft infrastructure (e.g. MECM/SCCM, Intune and AppV) together with other colleagues
      • Creating and configuring operating system images, software packages and take over the planning of rollouts
      • Supporting, together with the team in 2nd and 3rd level support, administrative tasks as well as problem management for Workplace technical issues
      • Being involved in the selection and testing of new IT technologies and driving our IT projects forward
      • Updating and configuring management of SCCM clients
      • Performs IT operations and maintenance activities according to approved procedures, including ticket handling and application/IT solution monitoring
      • Performs IT service trainings and 2nd-Level Helpdesk activities together with the IT Service team
      • Supports the IT Service Owner and Technical Application Manager in its tasks and activities
      • Stakeholder management and IT User relationship management

       
      Your skills and experience:

      • Educational background within IT / technical studies or relevant certifications / trainings completed
      • In-depth IT knowledge in Windows, Active Directory
      • Experience with MS Azure or similar public clouds
      • Experience in 2nd / 3rd level support of IT environments
      • Experience in MS365 products and the associated configurations for end devices
      • Independent, self-organized, with high business acumen
      • Very good communication skills and stakeholder management skills
      • Previous experience in IT projects / involvement in transformation projects would be considered as an asset
      • Very good English language skills

       
      What we offer:

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

       
      Apply now!

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

       

      The recruiting entity here is Universal-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.

     

  • Network Security Analyst

    Grow with us! We are currently looking for a colleague to join our 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 network security and processes.
    • Security Incident Management.
    • Manage cybersecurity incident response activities
    • Taking part in on call service

     
    Your skills and experience:

    • At least five 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
    • Experience in network and firewall technologies, as well as excellent knowledge in network security.
    • Cisco security certification (CCNA/CCNP) 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.

  • Risk & Performance Analyst

    Grow with us! We are currently looking for a colleague to join our Risk and Performance Analysis Services Team.

    Your tasks and responsibilities:

    • 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.

  • Securities Static Data & Corporate Actions Officer

    Grow with us! We are currently looking for a colleague to join our Securities Data Management Department.

    Your tasks and responsibilities:

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

     
    Your skills and experience:

    • Previous experience in the fund industry, ideally in the field of financial instruments;
    • Good knowledge of financial instruments, financial market mechanisms and the functioning of investment funds;
    • University degree in Finance, Economics, or equivalent
    • Fluent English language skills
    • Good attention to detail and time management skills

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • 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.

Vacancies in Ireland
  • 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.