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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

  • Compliance Officer

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

    Compliance Officer

     

    Your areas of responsibility:

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

    What you offer:

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

    What we offer:

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

    How to apply:

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

    Click here to check our data protection notice

     

     

  • Distribution Oversight Manager

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

    Distribution Oversight Manager

    Your areas of responsibility:

    • Manage and maintain the distribution oversight and marketing related policies, procedures, processes, SLAs and Due Diligence questionnaires to ensure the compliance with the applicable regulations and the internal processes
    • Create and oversee the distribution/intermediary due diligence plan for the distribution delegates and marketing intermediaries
    • Be in charge of the initial and ongoing due diligence and ongoing monitoring on the distribution delegates and marketing intermediaries, conduct risk assessment of the distribution network in line with the UIL’s risk-based approach
    • Coordinate and assist with the review of distribution/intermediary agreements, rebate agreements, comfort letters, etc.
    • Contribute to the development of the digitalization projects and distribution related value add services
    • Prepare distribution related reports and KPIs for internal Committees and Fund Boards
    • Manage the day to day distribution oversight and support workflow between the internal teams and external service providers

    What you offer:

    • Ideally a successfully completed law degree (1st and 2nd state examinations) or a degree in business law, business administration or economics
    • At least five years’ professional experience in a comparable position in the Luxembourg investment fund industry within a Management Company/AIFM, investment firm or a Big four
    • Good knowledge of laws and regulations, such as UCITs, AIFMD, MIFID, AML/CTF
    • Motivation, reliability, resilience, proactive problem-solving skills, service-oriented and diplomatic approach
    • Organizational and project management skills, personal initiative and ability to develop solutions independently
    • Very good PC skills (MS Office)
    • Fluent in English and German. French would be an advantage.


    What we offer:

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

    How to apply:

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

    Click here to check our data protection notice

  • Corporate Investment Services - Company Secretary

     

    We are hiring a

    Corporate Investment Services (Company Secretary)

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

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

    What you offer:

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


    What we offer:

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

      How to apply:

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

      Click here  to check our data protection notice

     

  • Board Officer - Officer Corporate Investment Services
  • Legal Fund Governance - Alternative Investments - TEAM LEAD

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

    Team Lead for Legal Fund Governance Alternative Investments in Luxembourg

    Your areas of responsibility:

    • Managing and leading a team based in Luxemburg. Prioritizing and monitoring the requirements and tasks in the team
    • Responsibility for day-to-day legal fund topics with respect to alternative investment vehicles
    • Responsibility for the set-up of the funds and their special purpose vehicles including drafting/review/negotiation of relevant documents as well as lifecycle amendments 
    • Responsibility for the legal part of the transactions of the alternative investment vehicles (including negotiation of sideletters)
    • Responsibility for drafting and negotiating documents in connection with the issuance of securitization companies
    • Your field of activity is completed by the steering of legal and (sub-)project topics

    What you offer:

    • Successfully completed law degree 
    • At least five years’ professional experience in the Luxembourg investment fund industry and / or law or consulting firm 
    • Ideally practical experience in a comparable or deputy position 
    • Strong capacity for team work, motivation, reliability, resilience and service-oriented approach
    • Good interpersonal skills to network, communicate and interact with people internally and externally, solution oriented
    • Fluency in German and English.  
       


    What we offer:

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

    How to apply:

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

    Click here to check our data protection notice

  • Legal Fund Governance - Fund Setup Alternative Investments (CDD - 1 year) 

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

    Employee Fund-Setup Alternative Investments (CDD - 1 year)

    Your areas of responsibility:

    • Your main tasks will be the preparation, drafting and negotiation of documents with regard to the launch and amendments of the company's investment funds with a focus on alternative investments and their special purpose vehicles.
    • You will be in contact with our clients, external service providers and various regulatory authorities.
    • In addition, you will draft and negotiate documents in connection with the foundation and issuance of securitization companies.
    • Your field of activity is completed by the steering of legal and project topics.

    What you offer: 

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


    What we offer:

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

    How to apply:

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

    Click here to check our data protection notice

     

  • Legal Fund Governance - Fund Setup Alternative Investments (Junior)

     

    We are hiring an

    Employee Fund Setup - Alternative Investments (Junior)

    Your areas of responsibility:

    Your main tasks will be to support the legal processing of fund transactions and the review of corresponding contracts. You will have a contact person at your side who will accompany you during the processing and introduce you to the new subject area.  We will familiarize you intensively with the topics of investment law until you are able to take over negotiations independently.

    What you offer: 

    • A successfully completed law degree or a degree in business law, business administration or economics
    • Ideally you have already gained some practical experience (e.g. through internships or a student job)
    • You have strong cooperation and teamwork skills and enjoy working in a structured and result-oriented manner
    • Fluency in German and English 


    What we offer:

    We offer you an introduction to the world of investment law and you will be optimally prepared for your task with us. You will gain insights into the setup of Luxembourg fund structures and benefit from feedback meetings that will help you to advance both personally and professionally.

    As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary, flexible working hours and a modern workplace in a conveniently-situated location. Your personal development opportunities are directly influenced by your commitment and your success.


    How to apply:

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

    Click here to check our data protection notice

     

     

  • Legal Fund Governance - Securities

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

    Legal Fund Governance - Securities

    Your areas of responsibility:

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

    What you offer:

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


    What we offer:

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

    How to apply:

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

    Click here to check our data protection notice

  • Portfolio Management Alternative Investments - TEAM LEAD

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

    Team Lead for our Alternative Investments - Portfolio Management in Luxembourg

    Your areas of responsibility:

    • Managing a team based in Luxemburg, leading and coaching the team members. Prioritising and monitoring the requirements and tasks in the team 
    • Responsibility for day-to-day business and projects. Active support and operational processing of portfolio management activities and AI transactions
    • Leading portfolio management activities including review of relevant documents, documentation of process and coordination of the documents internal and external counterparts 
    • Coordination of negotiation points with our clients (in coordination with the Relationship Manager)
    • Portfolio Management of target investments as well as AI vehicles throughout the entire life cycle, acting a scontact person for handling of internal and external enquiries regarding portfolio management activities or transactions
    • Active participation in "technical sales" and support or lead negotiations with investors and issuers/managers
    • Independent liquidity and currency management of alternative investments funds and fund structures

    What you offer:

    • Ideally a successfully completed economics degree, CAIA or CFA certification, business administration
    • At least five years’ professional experience in the Luxembourg investment fund industry and / or credit institution or consulting firm, ideally related to Alternative Investments
    • Practical experience in a comparable position
    • Client centric mindset and superior customer service focus
    • Quick learner with very good communication skills
    • Ability to work independently
    • Good interpersonal skills to network, communicate and interact with people internally and externally, solution oriented
    • Good PC skills (MS Office, SharePoint)
    • Fluency in English.Knowledge of German and/or French is an advantage.


    What we offer:

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

    How to apply:

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

    Click here to check our data protection notice

  • Product Solutions - Fund Setup

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

    Product Solutions - Fund Setup

    Your areas of responsibility:

    • Preparation, drafting and negotiation of documents related to the launch and amendments of the company's investment funds with a focus on security funds
    • Be in contact with our clients, external service providers and the regulatory authority
    • Drafting and executing documents required for the fund setup process as well as amendments of existing funds, in cooperation with our legal department
    • Supporting operational and administrative tasks directly related to the fund setup and life cycle management
    • Management of all fund projects (i.e. fund change, fund merger & fund liquidation process)
    • Strong collaboration between Client Solutions Manager and the Onboarding team for fund launch / fund migration
    • Coordinate and facilitate the legal and operational setup of new and existing mandates (fund launches as well as transfers) by interacting with clients and our internal departments with the constant goal of improving existing in the light of automatization and efficiency
       

    What you offer:

    • Successfully completed business or law degree
    • At least four years’ professional experience in a comparable position in the Luxembourg investment fund industry or credit institution or consulting firm
    • Strong capacity for team work, motivation, reliability, resilience and service-oriented approach
    • Organizational talent, personal initiative and ability to develop solutions independently
    • Fluency in German and English.


    What we offer:

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

    How to apply:

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

    Click here  to check our data protection notice

  • Product Solutions - Operational Fund Setup

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

    Product Solutions - Operational Fund Setup (Junior/ Mid-level)

    Your areas of responsibility:

    • Steering of fund change, fund merger & fund liquidation process
    • Coordination and facilitating the legal and operational setup of new and existing mandates (fund launches as well as transfers) by interacting with clients and our internal departments with a continuous eye on improving existing in the light of automatization and efficiency 
    • Strong collaboration between Client Solutions Manager and the Onboarding team for fund launch / fund migration
    • Acting as central point of contact for clients and our internal departments during the end-2-end fund project process
    • Managing internal and external stakeholders to keep them appraised of progress and communicate any additional requirements
    • Support clients and internal departments in handling non-standard requests (e.g. commissions, new processes)
    • Establish and maintain efficient and well documented onboarding and life cycle management processes for clients in line with local fund regulations
     

    What you offer:

    • Successfully completed business or law degree
    • At least two years’ professional experience in a comparable position in the Luxembourg investment fund industry or credit institution or consulting firm
    • Strong capacity for team work, motivation, reliability, resilience and service-oriented approach
    • Organizational talent, personal initiative and ability to develop solutions independently
    • Fluency in German and English.


    What we offer:

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

    How to apply:

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

    Click here  to check our data protection notice

  • 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

    Click here  to check our data protection notice

Vacancies Frankfurt am Main

Vacancies Krakow

  • Performance Fee Analyst

    To achieve our ambitious growth goals we are currently looking for a Performance Fee Analyst to join our Performance Analysis team that's part of the Reporting department.

    Performance Fee Analyst

    Your areas of responsibility:

    • calculation of performance fees and setup of calculation models
    • contract review regarding the feasibility of performance fee models
    • creation of concepts and implementation of projects for the further development of the services
    • support for customers and employees regarding performance fees
       

    What you offer:

    •  Master's degree or equivalent qualification in Finance, Economics, Mathematics or Computer Science
    • experience in performance analysis 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 attidute
    • fluent in English; German skills would be a plus
    • experience in Excel-VBA, Power Query, Microsoft Power BI would be a plus

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Trainee IT (m/f/d) Business Analysis & Project Management

     

    To achieve our ambitious growth goals, we are currently looking for a Trainee IT to join our internal IT team. We are responsible to ensure the sustainable competitiveness of UI and improve business results by i.a. delivering appropriate and modern IT services.
    During your 12-month trainee program you will be intensively prepared for your future tasks with us. The trainee program is individually tailored to your interests and abilities. You will have the opportunity to gain experience in three different areas of IT in our company. At the end of traineeship, together with you we will decide in which department you will be employed and what fits to you the most.

    Your areas of responsibility:

    • You will be developed within Business Analysis-You will support our customers with innovative projects. What is more, you will have a chance to develop tai-lor-made technological concepts that make our processes simpler and more efficient.
    • You will be developed within Project Management-You will take responsibility for our projects using agile methodology to help modernize technology solutions. You will be helping our team in reducing complexity and risk, and to driving business growth.

    What you offer:

    •  Studies related to IT
    • Deep interest in data analysis, finance IT 
    • Innovativeness 
    • Open mind 
    • Openness for challenging environment
    • Fluent English
    • Availability to work full-time
    • Any academic achievements are more than welcome 

    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
    • Company bike rental – Electric & Trekking Bikes
    • Additional day off for charity
    • Holiday subsidy („wczasy pod gruszą”)
    • Internal German language lessons
    • Possibility of working from home
    • Attractive remuneration

     Contact:
    Take the next step in the right direction and apply today. Send your application to career@universal-investment.com

     

  • Trainee Program

    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 Poland.

    During your 12-months Trainee Program you will be prepared intensively for your future tasks at Universal Investment. You get to know our business model, especially our product units, from scratch and establish a wide network across our locations. The program is suited to your individual interests and capabilities. You will be able to develop your talents, to shape your program with us and to build up a broad knowledge. During you Trainee Program we will decide together which department will be yours for the last phase and after your successful program.

    About you:

    • Finished Master Studies / Master Degree in Finance, Economics or related fields
    • English language on at least on B2 level (German language will be an asset)
    • High interest in the fund business and in financial issues
    • Strategic and independent way of working
    • Drive to learn, curiosity, agility and high sense of responsibility
       

    What we offer:

    • Generalistic Trainee-Program: 4 months long assignments in 3 various teams in Irish department of Universal Investment (in total 12 months), for example in Product Solutions, Real Estate, Fund Operations, Portfolio Management Oversight, Reporting Solutions, IT, Tax and others
    • Competitive salary 
    • Private health care and travel insurance
    • Life insurance
    • Cafeteria Platform and sports package
    • Company Pension Benefits – Employee Savings Plan
    • Attractive Employee Referral Bonus Program
    • Company bike rental – Electric & Trekking Bikes
    • Additional day off for charity
    • Holiday subsidy („wczasy pod gruszą”)
    • Internal German language lesson
    • Possibility of working from home
       


     Contact:
    Take the next step in the right direction and apply today. Send your application to career_pl@universal-investment.com

  • Trainee Reporting Solutions & Analysis

    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 Poland.

    To achieve our ambitious growth goals, we are currently looking for a Trainee Reporting Solutions and Analysis.

     

    Your areas of responsibility:

    • Gather customer requirements and translate them into actionable tasks
    • Optimizing and development of existing reports and data interfaces
    • (Agile) project management to implement reporting solutions
    • Coordination of development, independent execution of tests and support during commissioning
    • Collaborating closely with internal and external customers & stakeholders, reporting and IT colleagues
    • Drive standardization and automation
    • Performing data quality checks
       

    What you offer:

    • Proactive working and problem-solving attitude
    • English language on at least on B2 level (German language will be an asset)
    • Finished Master Studies / Master’s degree in Finance, Economics or related fields
    • Analytical mindset
    • Structured working manner
       
       

    What we offer:

    • Generalistic Trainee-Program: 4 months long assignments in 3 various teams in Irish department of Universal Investment (in total 12 months), for example in Product Solutions, Real Estate, Fund Operations, Portfolio Management Oversight, Reporting Solutions, IT, Tax and others
    • Competitive salary 
    • LinkedinLearning access
    • Medical package
    • Free German courses
    • Internal German language lesson
    • Possibility of working from home
       


     Contact:
    Take the next step in the right direction and apply today. Send your application to career_pl@universal-investment.com

  • Client Solution analyst (Custody Support)

    Client Solution analyst (Custody Support)

    Role description:

    • Relationship management with depositories and other external partners
    • Organising and conducting bilateral meetings with business partners
    • Negotiating of Service Level Agreements
    • Observation and analysis of daily business issues and support in finding solutions
    • Support clients and internal departments in handling non-standard requests (e.g. commissions, new processes) and escalations
    • Support for Class Actions & Online Banking tools
    • Ensuring timely and qualified enquiry handling
    • Establish and maintain efficient and well documented processes as well as
      challenge and improve existing tasks

    Requirements:

    • German (B1/B2) and English (B2/C1)
    • Minimum 3 years of experience in the financial industry, either in a project man-agement or an operational role
    • Understanding of the investment fund business in Germany, Luxembourg and fur-ther fund domiciles
    • Strong communication skills with the ability to discuss and align with clients and external partners in English and German
    • Organizational and project management skills, incl. proven experience in project management and/or contract management is of advantage
    • Excellent analytical and problem-solving ability
    • Service orientation, paired with a solution-oriented attitude
    • Dedicated team player

    How to apply:

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

     

  • Trainee IT (m/f/d) Development & Engineering

    To achieve our ambitious growth goals, we are currently looking for a Trainee IT to join our internal IT team. We are responsible to ensure the sustainable competitiveness of UI and improve business results by i.a. delivering appropriate and modern IT services.
    During your 12-month trainee program you will be intensively prepared for your future tasks with us. The trainee program is individually tailored to your interests and abilities. You will have the opportunity to gain experience in three different areas of IT in our company. At the end of traineeship, together with you we will decide in which department you will be employed and what fits to you the most.

    Your areas of responsibility:

    • You will be developed within Development- If you mastered at least one programming language and want to design and develop innovative technical solutions using state-of-the-art software and hardware, this role with a focus on applications, quality assurance and tests or as a technical specialist is the right one.
    • You will be developed within Engineering- You will design, develop, integrate and continuously improve the application/software development lifecycle, new CI/CD processes based on Azure DevOps and cloud native application infrastructure.

    What you offer:

    • Studies related to IT, software development
    • Deep interest in IT and programming
    • Innovativeness 
    • Open mind 
    • Openness for challenging environment
    • Fluent English
    • Availability to work full-time
    • Fluency in at least one programming 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
    • Company bike rental – Electric & Trekking Bikes
    • Additional day off for charity
    • Holiday subsidy („wczasy pod gruszą”)
    • Internal German language lessons
    • Possibility of working from home
    • Attractive remuneration

     Contact:
    Take the next step in the right direction and apply today. Send your application to career@universal-investment.com

  • Trainee IT (m/f/d) IT Security & IT Compliance

     

    To achieve our ambitious growth goals, we are currently looking for a Trainee IT to join our internal IT team. We are responsible to ensure the sustainable competitiveness of UI and improve business results by i.a. delivering appropriate and modern IT services.
    During your 12-month trainee program you will be intensively prepared for your future tasks with us. The trainee program is individually tailored to your interests and abilities. You will have the opportunity to gain experience in three different areas of IT in our company. At the end of traineeship, together with you we will decide in which department you will be employed and what fits to you the most.

    Your areas of responsibility:

    • You will be developed within IT Security- You will protect our IT services and customers against cyber underground threats by using advanced technologies and you will learn how to find security vulnerabilities by generating various attack scenarios for target systems. 
    • You will be developed within IT Compliance- You will support our IT Compliance team to create a complete, pragmatic IT set of rules, including effective implementation through collegial advice, independent monitoring and risk management.

       

    What you offer:

    • Studies related to IT
    • Deep interest in IT security and/or IT compliance
    • Innovativeness 
    • Open mind 
    • Openness for challenging environment
    • Fluent English
    • Availability to work full-time
    • Any academic achievements are more than welcome 

    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
    • Company bike rental – Electric & Trekking Bikes
    • Additional day off for charity
    • Holiday subsidy („wczasy pod gruszą”)
    • Internal German language lessons
    • Possibility of working from home
    • Attractive remuneration

     Contact:
    Take the next step in the right direction and apply today. Send your application to career@universal-investment.com

    Attractive remuneration

     

  • Client Solutions Analyst

    To achieve our ambitious growth goals we are currently looking for a Client Solutions Analyst.

    Client Solutions Analyst

    Role Description:

    Steering and monitoring of team related process and projects for institutional and retail funds in order to ensure in-time and in-quality delivery for fund maintenance requests such as:

    - Amendments of existing documentation (Guidelines, Prospectus)
    - Foreign Account Openings
    - Data Providers queries
    - Fee’s amendments

    Strong collaboration and coordination of team related tasks within the department and across company as well as with external parties (Asset Managers, Depositories, Custodians); 
    Ensuring a high level of customer satisfaction through a fast and competent response to internal and external client enquiries and requests with regards to team related tasks;
    Support internal and external clients in handling some non-standard requests;
    Establish and maintain efficient and well documented processes as well as challenge and improve existing tasks;
    Define and provide areas for improvements and support their implementation as well as automatization processes and initiatives;

     


    Requirements:

    • Fluent in German (B2/C1) and English (B2)
      University degree in law, business administration, finance, economics or related field of study
      Understanding the financial industry
      Very good organisational skills
      Strong communication skills with the ability to discuss and align with clients and external partners
      Excellent analytical and problem-solving ability
      Service orientation, paired with a solution-oriented attitude
      Dedicated team player


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

     

  • Fund Accountant - Securities

    To achieve our ambitious growth goals we are currently looking for a Fund Accountant - Securities.

    Fund Accountant - Securities

    Your areas of responsibility:

    • Comprehensive processing and accounting of securities transactions, loans, securities lending transactions as well as call and time deposits;
    • Checking and monitoring the individual transactions;
    • Quality assurance by checking and matching the internal and external items on the bank accounts;
    • Processing and resolving complaints with the custodians, asset managers and in-ternal units;
    • Support in processing new fund projects and implementing new products;
    • Cooperation in structuring, implementing and optimizing new processes;
    • Participation in internal projects and working groups;
    • Cooperation in the specialist and technical development of assigned tasks.

    What you offer:

    • Bank officer training or comparable training, supplemented where applicable by a university degree in banking studies or business management;
    • Several years' professional experience in the fund accounting department of an investment management company or custodian and/or in the securities accounting department of a bank;
    • Knowledge of the interaction between an investment company, custodian & customer;
    • Previous experience with Asset Managers, different contracting parties, brokers, third party banks, payment agents, etc.;
    • Knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.);
    • Knowledge of setting up transaction models (Advisory, Outsourcing);
    • Knowledge of the implementation and the settlement of commercial transactions;

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Trainee IT

    To achieve our ambitious growth goals we are currently looking for a Trainee IT to join our internal IT team. We are responsible to ensure the sustainable competitiveness of UI and improve business results by i.a. delivering appropriate and modern IT services

    Trainee IT

    Your Tasks and Responsibilities:

    • Option 1:
      - Business Analysis: You support our customers with innovative pro-jects and develop tailor-made technological concepts that make our processes simpler and more efficient.
      - Project Management: You take responsibility for our projects using agile methodology to help modernise technology solutions, to re-duce complexity and risk, and to drive business growth. 
      Option 2:
          - Development: If you master at least one programming language and want to design and develop innovative technical solutions using state-of-the-art software and hardware, this role with a focus on applications, quality assurance and tests or as a technical specialist is the right one
          - Engineering:  You design, develop, integrate and continuously improve the application/software development lifecycle, new CI/CD processes based on Azure DevOps and cloud native application infra-structure
      Option 3:
         - IT Security: You protect our IT services and customers against cyber underground threats by using advanced technologies and you learn how to find security vulnerabilities by generating various attack scenarios for target systems  
         - IT Compliance:  You support our IT Compliance team to create a complete, pragmatic IT set of rules, including effective implementation through collegial advice, independent monitoring and risk management
       

    What you offer:

    • We look for more than just excellent academic achievement. We want original, collaborative, intelligent people ready to challenge and adapt. People who are open to new ideas, eager to learn and keen to explore their long-term career options. Full of imagination, with a love of solving problems, you respond positively to challenges. You see the big picture too, without losing sight of the detail, and have the confidence to lead the way. What’s more, you’re passionate about building a career in it and financial services, and have a deep interest in your chosen field.

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Fund Registration Manager

    Universal Investment is one of Europe's leading fund service platforms and super mancos with €731 billion in assets under management and over 1,000 employees. We are looking for a Fund Registration Manager (m/f/d) for the Fund Registration Services (FRS) group.

    Fund Registration Manager   

    Your areas of responsibility:

    • Cross-border registration of funds (UCITS and AIF) for public distribution abroad, especially for our entities in Ireland and Luxembourg
    • Ongoing interaction with supervisory authorities, local agents and involved stakeholders
    • Providing pro-active advice and assistance to clients on fund registration related issues
    • Negotiation and coordination of relevant contracts and agreements 
    • Monitoring of ongoing regulatory obligations and requirements in distribution countries
    • Fund document dissemination to relevant authorities and local partners 
    • Coordination of necessary share holder notices
    • Reconciliation and ongoing maintenance of cross-border registration matrices and data
       

       
        

    What you offer:

    • A bachelor or master degree in Economics or Finance
    • At least 2-3 years of professional experience in the financial industry
    • Strong communication skills and a customer-oriented approach
    • Fluent in English and at least good German language skills 
    • Interested in working in an international environment
    • Very good PC skills (MS Office)
    • You are a quick learner with a positive attitude
       

       

    What we offer:

    • Attractive remuneration options from the banking industry
    • Capital-forming benefits
    • Hardware equipment for mobile working
    • Free Job ticket & drinks
    • Subsidy for company pension & day care centre
    • Meal vouchers and other attractive discounts in fitness & leisure facilities

     


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Collateral Management Specialist

    To achieve our ambitious growth goals we are currently looking for a Collateral Management Specialis.

    Fund Registration Manager   

    Your areas of responsibility:

    • Processing Collateral in our In-house Collateral Management System
    • Self-reliant control of the collateral positions and flows or collateral interest rate positions based on reports 
    • Reconciliation of security holdings, master data and accounts as well as collateral movements & balances with the data in our fund accounting system XENTIS 
    • Posting of collateral-movements and collateral-interest in the fund accounting system XENTIS
    • Preparation and sending of settlement instructions to the custodian banks
    • Collateral Dispute Handling
    • Review of contractual agreements between fund, counterparty, asset manager and custodian from different contractual arrangements
    • Handling of queries and clarification with custodians, asset managers, counterparties and internal departments
    • Recon EMIR (platform used: TriOptima)
    • Participation in the professional and technical further development of the assigned tasks
    • Project work
    • Onboarding of funds activities including callbacks.
    • CCP Clearing 
       

       
        

    What you offer:

    • Bank officer training or comparable training, supplemented where applicable by a university degree in banking studies or business management
    • Several years' professional experience in the Middle or Back Office department of an investment management company or a comparable institution (e.g. Custodian) specialized in OTC Derivatives
    • Profound knowledge of OTC Derivatives 
    • Experiences in processing of OTC Derivatives or Collateral management
    • Proficient in MS Office (in particular Excel and Access) and conventional information systems; ideally - experience in working with Bloomberg 
    • Experience in project work
    • Fluent in English 
    • German language skills would be a plus
       

       

       

    What we offer:

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

     


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Senior Manager Group Money Laundering Function

    To realise our ambitious goals, we need reinforcement. We are looking for a qualified Senior Manager (m/f/d) for our Group Money Laundering Organisation division to start as soon as possible on a full/part-time basis.

    Senior Manager Group Money Laundering Function  

    Your areas of responsibility:

    • Supporting the Group Money Laundering Officer in the strategic and organisational development of the group function in accordance with the AMLA for money laundering, terror-ism financing and fraud prevention.
    • Independent execution of risk analyses in the above-mentioned areas, as well as execution of monitoring activities derived therefrom
    • Independent further development of internal security measures for compliance and money laundering requirements for capital management companies
    • Coordination of the exchange of information in the group money laundering programme with the local contacts in Germany, Luxembourg and Ireland
    • Proactively driving forward digitalisation initiatives of existing processes
    • Regular reporting to the responsible management levels in the Group
       
        

    What you offer:

    • Completed bachelor's and master's degree in business administration, finance or comparable subjects
    • At least three years of professional experience in the field of money laundering prevention, compliance, risk management or internal audit, preferably in a capital management company or a financial institution
    • Very good knowledge of English, other European languages an advantage
    • Strategic, conceptual and independent working style, initiative and strong communication skills
       

    What we offer:

    • Attractive remuneration options from the banking industry
    • Capital-forming benefits
    • Hardware equipment for mobile working
    • Free Job ticket & drinks
    • Subsidy for company pension & day care centre
    • Meal vouchers and other attractive discounts in fitness & leisure facilities

     


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Corporate Compliance - Risk Specialist

    To achieve our ambitious growth goals we are currently looking for an Employee in Corporate Compliance Department (m/f/d).

    Corporate Compliance – Risk Specialist 

    Your areas of responsibility:

    • Support in creation, manage and execute cross-divisional risk analysis in the areas of Compliance, AML and Fraud
    • Conduct comprehensive ongoing and forward-looking assessments of the firm's Compliance and AML risks 
    • Conduct detailed audit-like testing activities (monitoring activities) on the internal control system. Evaluation of the design and operating effectiveness of key controls in the control environment and detailed analysis of completeness / accuracy / quality of data
    • Use data analytics to better assess inherent risks and challenge risk assessments and adequacy of control environment during monitoring activities
    • Communicate deficits, verbally and through written reports, for senior management at local and group levels
    • Develop and maintain relationships in the whole company  

    What you offer:

    • Essential - professional experience in the compliance, risk or internal audit department an investment management company or comparable organization (e.g. custodian or bank) 
    • Functional knowledge of Compliance and AML framework and investment managmenet company regulatory requirements is an asset
    • Competent, business fluent and assertive appearance is a key skill
    • Proficient in MS Office 
    • Of advantage - technical affinity and proficiency in conventional information systems 
    • Very good knowledge of English is mandatory
    • Good knowledge of German would be an asset
    • Ability to work independently, to problem solve and spot issues proactively

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Junior Compliance Specialist

    To achieve our ambitious growth goals we are currently looking for an Employee in Corporate Compliance Department (m/f/d).

    Junior Compliance Specialist

    Your areas of responsibility:

    • Provide comprehensive and proactive operational and administrative support, to identify and resolve first line issues and handle confidential and complex situations with discretion effectively.
    • Working collaboratively with other members of the team and other areas of the business to provide support for the team and the division.
    • Support department senior management on special projects
    • Collect, monitor track employee trades related data across regions
    • Support in creation, manage and execute cross-divisional risk analysis in the areas of Compliance, AML and Fraud
    • Conduct comprehensive ongoing and forward-looking assessments of the firm's Compliance and AML risks 
    • Conduct detailed audit-like testing activities (monitoring activities) on the internal control system. Evaluation of the design and operating effectiveness of key controls in the control environment and detailed analysis of completeness / accuracy / quality of data
    • Use data analytics to better assess inherent risks and challenge risk assessments and adequacy of control environment during monitoring activities
    • Communicate deficits, verbally and through written reports, for senior management at local and group levels
    • Develop and maintain relationships in the whole company 
       

    What you offer:

    • Completed commercial training 
    • Organised with ability to prioritise own workload effectively, to coordinate activities and conflicting demands to ensure that tight deadlines are met.
    • Effective communication skills with the ability to work well with range of people at all levels.
    • Ability to research, gather, analyse, collate and present information as required
    • Proficient computer skills with strong experience of office software packages (i.e. Word, Excel and PowerPoint.)
    • Proficiency in English speaking and writing are needed
    • Discretion and confidentiality are key
    • Strong attention to detail
       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Outsourcing Specialist

    The Outsourcing Management Department manages Universal Investments Outsourcing Portfolio. As part of the said team, you will be responsible for both the development and the execution of Outsourcing Management processes in accordance to the relevant regulatory requirements.

    Outsourcing Specialist

    Your areas of responsibility:

    • Monitoring and maintenance of our Outsourcing portfolio as well as performance of recurring controls.
    • Implementation and (further) development of standards and processes for the Outsourcing Management.
    • Coordination and documentation of the initial and ongoing outsourcing Due-Diligence and Risk-Analysis as well as ongoing monitoring activities.
    • Support and training of other departments in the assessment, control and monitoring activities.
    • Performance of further 2nd-Line controls within the Outsourcing Management Process.

    What you offer:

    • Degree in business administration, business informatics, finance or law. 
    • Preferably two years of experience in outsourcing management in a regulated environment; preferred in financial services. Alternatively experience in auditing this area.
    • Knowledge of regulatory environment and implications (ideally) of German regulatory (KAIT/BAIT, KaMaRisk/MaRisk and/or EBA Guideline 2019/02 on Outsourcing) or Polish Financial Supervision Authority.
    • Structured, analytical and conceptual working methods.
    • Fluent in English; preferably also 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
    • Company bike rental – Electric & Trekking Bikes
    • Additional day off for charity
    • Holiday subsidy („wczasy pod gruszą”)
    • Internal German language lessons
    • Possibility of working from home

     

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Performance Analyst

    To achieve our ambitious growth goals we are currently looking for a Performance Analyst to join our Performance Analysis team that's part of the Reporting department.

    Performance Analyst

    Your areas of responsibility:

    • Creation of contribution and attribution reports as well as calculation of risk-adjusted performance measures and gross performances
    • Qualitative monitoring of basic data as well as of calculations 
    • Creation of concepts and implementation of projects for the further development of the services
    • Support for customers and employees of the company regarding performance analytics
       

    What you offer:

    • Master’s degree or equivalent qualification in Finance, Economics, Mathematics or Computer Science 
    • experience in performance analysis 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
    • experience in Excel-VBA, Power Query, Microsoft Power BI would be a plus
    • excellent analytical and problem-solving ability
    • service orientation, paired with a solution-oriented attitude
    • fluent in English; German on B2/C1 level would be a plus
       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Senior Database Developer

    In our IT department Business Solutions for Real Estate, Alternative Investments and Portfolio Management we are looking for reinforcement for the project-based further development as well as the operation of our self-developed data management services. For this reason, we are looking for a Database Developer to take on the role of IT Solution Manager who will be responsible for some of our business applications.

    Senior Database Developer

    Your areas of responsibility:

    • Solution design, solution implementation, testing, commissioning and documentation of software modules in Oracle PL/SQL…
    • Development and maintenance of relational data models
    • Development and support of business applications in e.g. Oracle APEX
    • Verification of the performance of the database solutions through continuous analysis and optimization
    • Coordinating, managing and supporting IT solution and/or application development as required by designing and configuring to agreed specifications; estimation, testing, and documentation of change requests.
    • Performing IT operations and maintenance activities according to approved procedures, including ticket handling and application/IT solution monitoring
    • Define application development processes, programming guidelines and best practices, as well as quality assurance and testing methodology in collaboration with the team.
       

    What you offer:

    • Successfully completed studies in applied computer science, business informatics, software engineering or comparable professional training
    • Good knowledge in database, PL/SQL and Oracle Apex development, preferably in the financial environment
    • Good knowledge in data modeling, data preparation and evaluation with SQL and PL/SQL
    • Knowledge of Microsoft Azure, Oracle ORDS, Continuous Delivery/ DevOps and Microsoft BI Stack (SSRS, SSAS, PowerBI) desirable.
    • Knowledge of jQuery/JavaScript, CSS and HTML advantageous
       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • System Administrator

    To achieve our ambitious growth goals we are currently looking for a

    System Administrator

    Your areas of responsibility:

    • In the software deployment team, you will support and operate the internal software deployment and the necessary
    • Microsoft infrastructure (e.g. MECM/SCCM, Intune and AppV) together with other colleagues.
    • You create and configure operating system images, software packages and take over the planning of rollouts (Windows 11,
    • Windows Server, O365).
    • You will support with the team in 2nd and 3rd level support, administrative tasks as well as problem management for
    • Workplace technical issues.
    • You will be involved in the selection and testing of new IT technologies and use your expertise to drive our IT projects forward.
    • You are responsible for the update and configuration management of SCCM clients.
       

    What you offer:

    • Successfully completed IT studies or a comparable qualification
    • Several years of practical experience with Microsoft Endpoint Manager and MS Intune
    • Design and conception of the architectures required for Endpoint Manager, and ideally also for Microsoft AppV
    • In-depth IT knowledge in Windows, Active Directory, GPO
      and software packaging
    • Experience in 2nd / 3rd level support of IT environments
    • Independent, self-organized, structured and professional working style
    • Distinct communicative and social skills for cooperation and coordination
    • MS365 products and the associated configurations for end devices
    • English is required, German would be an asset
       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Information Governance Expert

    To achieve our ambitious growth goals we are currently looking for a

    Information Governance Expert 

    Your areas of responsibility:

    • Continous assessment and improvement of processes and tools for information security, data protection and data governance, together with
      Support of software tools for information security, data protection or data governance
      Validation of the consistency of the information network, data protection and data governance environment
      Collaboration with the 1st-line-of-defense organization (like data owners, process owners and application owners) regarding information security, data protection and data governance aspects
    • Coordination of aspects regarding information security, data protection and data governance processes together with the chief information security officer, infor-mation security officers, data protection officers and data stewares within the group
    • Governance, development and maintenance of architecture models, mainly for the area of data-, information-and securityarchitecture (data models, data dictionary, etc.) together with our business areas
    • Construction and maintenance of the Universal-Investment information model
       

    What you offer:

    • Master's degree or comparable qualification in economics or computer science related topics
    • Vocational training as security analyst, data protection analyst or comparable voca-tional training, supplemented where appropriate by corresponding course of stud-ies 
    • Initial experience in information security, data protection or data governance
    • Knowledge of information security processes (e.g. BSI-Grundschutz or ISO27001) or data protection (e.g. GDPR)
    • Project management experience
    • Good working knowledge of MS-Office, especially Excel and PowerPoint
    • Fluent in German and English

      Besides convincing us of your professional competence, you also show strong personal initiative, scrupulous working methods, organizational strength, ability to work under pressure and capacity for team work. You combine outstanding analytical skills with the ability to keep track of essentials while pursuing a solution-oriented approach. You are given considerable scope to work independently, accept personal responsibility for your actions and ensure transparent communication as a matter of course.
       

       

       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • IT Enterprise Architect

    To achieve our ambitious growth goals we are currently looking for a

    IT Enterprise Architect

    Your areas of responsibility:

    • Contribute to the UI IT strategy and strategic roadmap for all aspects concerning the Enterprise Architecture;
    • Analyse and design system architectures and architecture visions, identify opportunities for innovation as well as for synergies resulting from standardization and harmonization of the application, platform and infrastructure landscape;
    • Drive continuous improvement of the application and technology architecture through appropriate management of development in IT projects;
    • Create transparency for all relevant departments in the company by ensuring the creation of complete, uniform and comprehensible documentation of the IT architecture;
    • Ensure that the IT design principles and the applicable IT governance and IT security specifications are implemented and adhered to;
    • Support the selection of new IT applications and systems as well as the definition of IT projects and business cases with regards to IT architectural aspects, and perform trade-off analyses between architecture principles and customer requirements;
    • Collaborate closely with the Enterprise Business Architect, the Cloud Solution Architect and the IT Demand Management representatives and the IT delivery units and incite alignment and knowledge sharing between all relevant stakeholders.
       

    What you offer:

    • Master’s degree with focus in information technology (Computer Science etc.) or equivalent qualification;
    • Several years of relevant professional experience in the area of enterprise architecture, in various fields of architecture design (data architecture, enterprise architecture, solution architecture, business architecture), software development projects, rollout projects as well as migration;
    • Good knowledge of Enterprise Architecture Management, common EAM methods and frameworks (f.ex. TOGAF certification) as well as in using EAM tools;
    • Knowledge of various technologies, especially Microsoft Technology Stack, SAP, XENTIS;
    • Excellent communication and collaboration as well as negotiation skills;
    • Strong analytical and conceptual skills combined with organisational and presentation skills;
    • Proactive and entrepreneurial thinking;
    • Fluent in German and English; 
    • Good understanding of the business processes and the supporting information systems used by a fund administration company is a plus.
       

       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Team & Projects Assistant in Corporate Compliance Department

    To achieve our ambitious growth goals we are currently looking for a

    Corporate Compliance - Team assistant  

    Your areas of responsibility:

    • Organised with ability to prioritise own workload effectively, to coordinate activities and conflicting demands to ensure that tight deadlines are met.
    • Effective communication skills with the ability to work well with range of people at all levels.
    • Ability to research, gather, analyse, collate and present information as required
    • Previous experience in administrative / business support role would be of advantage
    • Proficient computer skills with strong experience of office software packages (i.e. Word, Excel and PowerPoint.)
    • Ability to use own initiative with minimal supervision and deal with routine queries as they arise, escalating to others as necessary
    • Willingness to develop in the area of Compliance
    • Proficiency in English - speaking and writing
    • Discretion and confidentiality would be essential
    • Strong attention to detail  

    What you offer:

    • Organised with ability to prioritise own workload effectively, to coordinate activities and conflicting demands to ensure that tight deadlines are met.
    • Effective communication skills with the ability to work well with range of people at all levels.
    • Ability to research, gather, analyse, collate and present information as required
    • Previous experience in administrative / business support role would be of advantage
    • Proficient computer skills with strong experience of office software packages (i.e. Word, Excel and PowerPoint.)
    • Ability to use own initiative with minimal supervision and deal with routine queries as they arise, escalating to others as necessary
    • Willingness to develop in the area of Compliance
    • Proficiency in English - speaking and writing
    • Discretion and confidentiality would be essential
    • Strong attention to detail

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Database Developer

    To achieve our ambitious growth goals we are currently looking for a

    Database Developer 

    Your areas of responsibility:

    • Develop and improve Stored Procedures, Packages and other Database Objects
    • Implementation of Data Pipelines, Data Ingest and Data Processing
    • Create and maintain services, APIs, software integrations and backend solu-tions
    • Analyze new feature requirements and issues
    • Build up and share know-how, support architectural reviews 
    • Collaborate closely with internal customers & stakeholders, and with other technology teams
    • Support the digital evolution towards data solutions platform
       
       

    What you offer:

    • Based on a completed degree (or similar) you have already gained 5 years ex-perience with Oracle and SQL / PLSQL / TSQL development
    • Experience with dynamic SQL / PLSQL
    • Exposure of reading and generating xml
    • First experience with the cloud analytics ecosystem (AWS, Azure, GCP) or the big data ecosystem (Hadoop, Kafka, ...).
    • Programming skills in Python, C#/.NET/VisualStudio and Oracle APEX are a plus
    • Experience with CI/CD toolchain (e.g. Git/TFS, DevOps Server) and agile pro-jects
    • A high level of commitment, flexibility and reliability
    • Effective communication skills, fluent in English 
       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Senior Client Solutions Analyst - External Funds Support

    To achieve our ambitious growth goals we are currently looking for a

    Senior Client Solutions Analyst – 
    External Funds Support 

     

    Your areas of responsibility:

    • Steering and monitoring of team related process and projects for insourcing funds services in order to ensure in-time and in-quality delivery for fund lifecycle projects: 
      Fund launches, mergers, 
      Change of Asset Manager, change of depository
      Reporting, Corporate actions, Middle office, etc
    • Organising and conducting service meetings with insourcing clients (Asset Man-agers, KVGs)
    • Preparing and negotiating of Service Level Agreements 
    • Observation and analysis of daily business issues and support in finding solutions
    • Supporting clients and internal departments in handling non-standard requests (e.g. commissions, new processes) and escalations
    • Ensuring a high level of customer satisfaction through a fast and competent response to internal and external client enquiries
    • Establish and maintain efficient and well documented processes as well as chal-lenge and improve existing tasks
    • The Client Solution Analyst is a key position with significant responsibility and interaction with clients, internal departements and external partners in Germany 
       
       

    What you offer:

    • Fluent in German (C1/C2) and English (B2/C1)
    • Minimum 3 years of experience in the financial industry, either in a project management or an operational role
    • Understanding of the investment fund business in Germany, Luxembourg and further fund domiciles
    • Strong communication skills with the ability to discuss and align with clients and external partners in English and German
    • Organizational and project management skills, incl. proven experience in project management and/or contract management is of advantage
    • Excellent analytical and problem-solving ability
    • Service orientation, paired with a solution-oriented attitude
    • Dedicated team player

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • (Junior) Controller

    To achieve our ambitious growth goals we are currently looking for a

    (Junior) Controller (m/f/d)

    Your areas of responsibility:

    • Specific tasks related to Investment Controlling and M&A activities
      - Support the corporate subsidiaries with business issues
      - Prepare standard and ad-hoc reports
      - Prepare business review meetings
      - Support the planning processes (forecast, budget and medium-term planning) at group and investment level
      - Support financial due diligence in M&A transactions
    • Maintain and enhance Controlling related processes and IT landscape
      - Prepare Forecast, Budget and other planning models
      - Maintain reporting hierarchies in Lucanet
      - Support the implementation/maintenance of PowerBI
    • Support innovation, automation and digitalization in a flexible, solution-oriented and pragmatic approach
    • Other regular and ad-hoc financial controlling tasks as deemed necessary

    What you offer:

    • Master’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject
    • Relevant practical experience through internships or initial work experience (audit or consulting would be a plus)
    • Quick comprehension especially with regard to financial statements
    • Experience in Microsoft Office (esp. Excel and PPT). Practical knowledge in reporting (BI) tools would be a plus
    • Experience in leading transformative change, delivering process efficiencies through simplification, automation & standardization
    • Passionate about digitalization, new technologies and business transformation
    • Excellent knowledge and understanding of enabling technology typically used within a financial services organization
    • Strong interpersonal skills to network, communicate and influence at senior management levels
    • Client centric mindset and superior customer service focus
    • Fluent in English
    • German or French language skills would be a plus

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Identity and Access Management (IAM) Expert

    To achieve our ambitious growth goals we are currently looking for a

    Identity and Access Management (IAM) Expert

    Your areas of responsibility:

    •  Support Operational Access Management core tasks: Filling of application, ac-cess-approval, access-deletion, access-recertification, role management, Join-er-Mover-Leaver (JML) process
    •  Establishment of a central IAM platform 
    •  Selection of the relevant tools and automation techniques
    •  Analysis and automation of process flows in IAM
    •  Support and maintenance of the automation processes
    •  Documentation, knowledge transfer and training of employees in the IAM en-vironment
    •  Be the responsible application manager of the IAM platform
       

    What you offer:

    •  Bachlor’s or Master’s degree or equivalent qualification in computer science or related subject
    •  Experience in IAM or related subjects with focus on automation
    •  Passionate about digitalization, new technologies and finance sector
    •  Excellent knowledge and understanding of IAM technology typically used within a financial services organization 
    •  Good interpersonal skills to network and communicate
    •  Client centric mindset and and customer service focus
    •  Fluent in English 
    • German language skills would be a plus
       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Specialist Authorization Management

    To achieve our ambitious growth goals we are currently looking for a

    Employee Authorization Management

    Your areas of responsibility:

    •  Take ownership of Universal-Investment’s authorization management particu-larly structuring of roles, user authorizations and related processes as well as documentation  in compliance with regulatory requirements and work effi-ciency
    •  Play a key role as we develop our standards, implementation guidelines as well as processes and tools for identity and access management  including moni-toring and regular re-certification
    • Taking into account the aspects of separation of functions and critical combi-nations of rights, you will advise on complex issues of IT security and user au-thorization administration and actively participate in the creation of user au-thorization concepts in complex application landscapes
    •  Control and prioritize tasks in user authorization management (e.g. incidents, daily business, project business) 
    •  Liase regularly with all areas and relevant stakeholders such as our IT provider, data protection officer, chief information security officer etc. 
    •  Provide regular reporting to our senior management
    •  Support departments in the maintenance/creation of user authorization con-cept
    •  Perform and manage 2nd-line controls related to identity and access man-agement Last but not least, you create comprehensive documentation and training materials for the correct handling of user authorizations
       

       

    What you offer:

    •  Demonstrated experience in user authorization management in regulated envi-ronments, preferably in financial services. Alternatively experience with an au-diting company in this field.
    •  A ‘completer-finisher’ taking accountability for ideas from inception to deliv-ery, in an environment that requires robust metrics to confirm success
    •  Knowledge of regulatory environment and implications i.a. (ideally) German BSI ORP 4 and KAIT/BAIT, or Polish Financial Supervision Authority on man-agement of IT/ ICT environment security services of supervised entities
    •  Experience in the optimization of authorization processes and the operation of a user authorization management system including technical understanding of such tool solutions
    •  You are highly familiar with heterogeneous system environments
    •  Experience with agile methods and in project management
    •  Related accreditations or certifications desirable (e.g)
    •  Structured, analytical and conceptual working methods
    •  Ability to communicate ideas, concepts and positions and to seek cooperation
    •  Fluent in English
       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

     

  • Workday Implementation Lead

    To achieve our ambitious growth goals we are currently looking for a

    Workday Implementation Lead

    Your areas of responsibility:

    •  As Workday Implementation Lead, you are responsible for leading projects connected with implementation of new modules
    •  You will act as a key participant in developing standards and companywide best practices for eningeering complex and large-scale technology solutions for technology engineering disciplines
    •  As Workday Implementation Lead, you are proposing suitable solutions for current configuration and solving technical issues with integrations
    •  You will lead complex technology initiatives, including those that are com-panywide with broad impact
    •  You will design, code, test, debug document for projects and programs
    •  You will review and analyze complex, large-scale technology solutions for tac-tical and strategic business obejctives, enterprise technological environment and technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented technical factors
    •  You will collaborate and consult with key technical experts, senior technology teams and external industry groups to resolve complex technical issues and achieve goals
    •  You will lead any other workday-related projects, teams or serve as a peer mentor
       

    What you offer:

    •  A degree in business administration, information technology, HR and or in another revelant field
    •  5 years Workday consulting experience, either as an Internal Consultant or with a Consulting/Software Company
    •  3 years revelant experience implementing or supporting (HCM, Payroll, Time Tracking, Absence, Recruiting, Talent etc.) modules
    •  Fluent English
    •  Business analysis and requirements gathering skills
    •  A detailed-driven problem solver, with a passion for delivering exceptional levels of customer service
    •  A strong presenter with excellent verbal and written communication skills
    •  Ability and desire to learn technology quickly through a mix different mediums
    •  Resourceful and adaptable; you’ll be comfortable working remotely, utilizing a variety of tools with a high degree of autonomy
    •  You enjoy working on HR related topics and would like to contribute to the further development of the HR department with your know-how
    •  You communicate confidently in English at all hierarchical level both in writing an speaking; German knowledge would be seen as an asset
    •  Your way of working is conscientious and solution-oriented
       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice to check our data protection notice


     

  • Project & Process Analyst

    To achieve our ambitious growth goals we are currently looking for a

    Project & Process Analyst

    To achieve our ambitious growth goals we are currently looking for a Project & Process Analyst to join our Business Projects & Process Excellence Team. The aim of the team is to work closely with various teams on projects that enhance business processes, improve reliability, increase simplicity and enable growth. As a member of this team you will provide end to end assistance for the new projects within operational teams and be able to get experience in different departments. The team has an exposure on all aspects of our company's daily activities. In this role you will take part in various projects, process optimization, process transfer as well as ensure the efficient daily operations of a company. 
     

    Your areas of responsibility:

    • Provide an end to end assistance for new projects
    • Managing initial activities including setting up SOP’s, tasks & systems
    • Assisting with the implementation of new processes and procedures
    • Supporting project managers with project-related tasks
    • Supporting various teams in performing day-to-day operations activities in dif-ferent departments to ensure sucesfull project delivery
    • Optimizing operational processes and procedures for maximum efficiency while maintaining quality standards
    • Identifying ways to improve customer experiences
    • Interacting with customers and suppliers, answering questions, and resolving issues
    • Tracking and reporting on operational performance
    • Maintaining policy and procedure documents

    What you offer:

    • University degree in banking, economics, business management, or related field of study,
    • Previous experience in financial industry with Asset Managers, Fund Accounting area ideally from investment management company or custodian and/or in the securities accounting / income department of a bank is considered as an asset,
    • Knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.),
    • Ability to analyze and improve operational processes,
    • Excellent communication skills, both written and verbal,
    • Strong problem-solving and time management skills,
    • Detail-oriented and organizational skills,
    • Fluent in English in word and writing
    • Very good German language skills

    What we offer:

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


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • MS Dynamics CRM Developer

    To achieve our ambitious growth goals we are currently looking for a

    MS Dynamics CRM Developer

    To achieve our ambitious growth goals we are currently looking for a MS Dynamics CRM Developer to join our Software Development department. Microsoft Dynamics 365 is our core platform to support our sales and marketing teams, interact with our customers and business partners in the financial industry and support key internal processes. As a member of our software development team you will develop solutions, business processes, plug-ins and workflows based on the Dynamics XRM platform. The team is spread across Frankfurt and Cracow and works according to agile and up-to-date development standards.


    Your areas of responsibility:

    • Designing and developing new solutions, data models, workflows, plug-ins, dashboards and reports within the Microsoft Dynamics 365 CRM system.
    • Revising, improving and extending existing solutions
    • Analyzing development requests and agreeing the objectives with the clients
    • Performing unit testing and other quality assurance activities.

    What you offer:

    • Several years of experience as developer in Microsoft Dynamics 365, 8.x, 9.x
    • Ideally knowledge of Microsoft Dynamics 365 Online and experience with migration from on-premise to online
    • Very good programming skills - .NET / C#
    • Good knowledge of web development topics (KnockoutJS, HTML 5, CSS, XML, XSLT, JavaScript/TypeScript, JQuery, AJAX) and web-based Microsoft.NET development technology (ASP.NET WebAPI)
    • Good knowledge of SQL Server (SQL Queries, SSRS)
    • High level of commitment, flexibility and reliability
    • Fluent in English, German language would be beneficial
    • Master/Bachelor of Computer Science or equivalent working experience


    What we offer:

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


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Internship

    To achieve our ambitious growth goals we are currently looking for

    Interns

    Due to dynamic growth of Universal-Investment we’re looking for students who will help us to drive our business forward while having a chance to become
    a crucial part of our day-to-day operations.

    If you are interested to see how it is to work for the leading European fund company and would like to start your career, then we love to hear from you.

    We are offering internships in various teams – KYC, Fund Operations, Portfolio Management Oversight, Tax, Human Resources and others.
     


    Your areas of responsibility:

    • Student status for at least 6 months of internship duration
    • Availability for min. 20 hours/week between 9-17.
    • English language on B2 level (German language will be an asset)
    • Interest in the financial industry
    • Drive to learn, curiosity, agility and high sense of responsibility

    What you offer:

    • competetive salary
    • 12 months long internship in one of the various teams at UI (KYC, Fund Operations, Portfolio Management Oversight, Tax, HR and others)
    • contract of mandate (umowa zlecenie)
    • medical package (Luxmed)


    What we offer:

    You will work in the beautiful office in the heart of Krakow (next to Galeria Krakowska). You will be supported by your direct line manager, a buddy and an HR team – they are all there for you throughout your internship to answer any questions you might have. With Universal not only you will have an opportunity to experience working in a dynamic and fast-growing company but will also have a chance to learn from experienced and knowledgable industry leaders. As a crucial member of our team, you will take part in all team’s activities, also outside of direct work.

    Who we are:

    Universal-Investment is one of the leading European fund service platforms
    and Super ManCos, with 719 billion euros in assets under administration.
    With our solutions for institutional investments, white label funds, alternative investments, real estate and portfolio management using rules-based investment strategies, Universal-Investment offers institutional investors
    and asset managers efficient administration as well as ManCo services, solutions for structuring their funds, securities and alternative investments, complemented by state-of-the-art risk management.

    As a full-service provider, we create added value for our clients from our offices in Frankfurt am Main, Luxembourg, Krakow and Dublin. We work with about 400 asset managers and 33 custodian banks around the world, enabling us to offer
    a unique range of options for our partners. Join our team of over 1000 employees and grow your career with us!

    Discover the universe of opportunities with Universal-Investment!


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • IT Provider Manager

    To achieve our ambitious growth goals we are currently looking for a

    IT Provider Manager 

    o achieve our ambitious growth goals we are currently looking for an IT Provider Manager to join our IT Portfolio Management team. We are responsible for the overall steering of Universal-Investment’s portfolio of IT services including the management of third party IT providers
     


    Your areas of responsibility:

      Strategic IT Provider Management:
    • Actively manage the portfolio of third party IT providers
    • Define and execute IT Provider Management Governance
    • Maintain the IT provider and contract database
    • Contribute to the yearly IT strategy & budget planning

      Sourcing & Procurement:
    • Ensure regulatory requirements in IT outsourcing arrangements and compliant IT contracts
    • Consult on Requests for Proposal
    • Negotiate contracts with IT providers with focus on content

      IT Provider Management:
    • Actively manage third party IT provider relationships
    • Support the IT service delivery teams in the provider performance management based as well as in the ongoing budget control
    • Take care of escalation & claim management

      IT Outsourcing Controlling:
    • Assess adequacy of internal control systems
    • Assess adherence to regulations
    • Monitor SLA, IT contract fulfillment and satisfaction

    What you offer:

    • Master’s degree with focus in information technology (Computer Science etc.), business administration or equivalent qualification
    • Several years of professional experience in the area of IT provider management, ideally in the financial services industry,
    • Track record in strategic IT provider and portfolio management, definition
      and monitoring of IT outsourcing and service level agreements, provider performance and escalation management
    • Experience in contract management, procurement and budgeting for third party IT services
    • Knowledge of regulatory requirements and governance for IT outsourcing
      in the financial services sector analytical and conceptual skills combined
      with excellent communication and organizational skills
    • Fluent in English, German language skills are a plus



    What we offer:

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


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Corporate Accountant

    To achieve our ambitious growth goals we are currently looking for a

    Corporate Accountant

    To achieve our ambitious growth goals we are currently looking for a qualified full-time Corporate Accountant (m/f/d) to start as soon as possible.
     


    Your areas of responsibility:

    • Support fund accounting of real estate funds
    • Processing of selected booking entries in close cooperation with fund accountant
    • Coordination and control of the accounting service providers as well as General Partners of the investments, including collection of the necessary data and information as well as their proper preparation and further processing;
    • Checking accounting data provided by external partners via reporting packages for real estate companies and real estate direct holding
    • Ensure quality of provided data in close cooperation with the external partners
    • Prepare reports and reconciliations
    • Support year end closing of real estate funds
    • Close cooperation with external partners (e.g. custodians, General Partners, investors and asset/real estate managers) and internal departments (e.g. Reporting, Portfolio Management, Alternative Operations and Real Estate);
    • Project work

    What you offer:

    • Experience as a Corporate Accountant with knowledge of international accounting GAAPs;
    • Knowledge in accounting of real estate and real estate companies is a plus
    • Strong ethics. You value your integrity and you show commitment and ownership towards your personal and your team’s tasks;
    • An open mind with a getting-things-done attitude;
    • Good understanding of Microsoft Excel and Outlook applications;
    • Ability to work both independently and as part of a team;
    • Fluent in English, both spoken and written. An understanding of German is an asset;
    • Xentis and/or SAP experience is a plus


    What we offer:

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


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Risk Manager with focus on Securities-Risk Management

    To achieve our ambitious growth goals we are currently looking for a

    Risk Manager (m/f/d) with focus on Securities-Risk Management

    To achieve our ambitious growth goals we are currently looking for a Risk Manager (m/f/d) with focus on Securities-Risk Management.

    Your areas of responsibility:

    • Identification and analysis of liquidity-risks
    • Commenting on stress test analyses
    • Execution of market conformity check
    • Major shareholding reporting: notification of voting rights to relevant authori-ties and stock corporations
    • Maintenance and further development of internal data management
    • Continuous further development of internal risk management, taking into ac-count internal and regulatory requirements
    • Represent the Risk Management team in discussions, projects and working groups with other departments and partners (e.g. investors, asset manager, auditors)
    • Prepare recurrent and ad-hoc risk reports, e.g. for risk committees and senior management
    • Acting as the point of contact for all issues relating to the risk management topics (e.g. internal and external auditors)

    What you offer:

    • As successful candidate, you will bring the following:
    • University or technical college degree in finance or with quantitative back-ground or comparable professional training
    • At least 3 years of professional experience in risk management, familiarity with relevant European / German asset management regulations (e.g. KAGB, WPHG)
    • High data affinity and experience in data analysis, with database-knowledge (Access, SQL, VBA)
    • Solution-oriented approach, enjoying a high degree of freedom to act inde-pendently and on your own responsibility, and ensure transparency through proactive communication
    • Highly analytical with strong attention to detail
    • Very good knowledge of English. German knowledge desirable



    What we offer:

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


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Business Intelligence Developer 

    To achieve our ambitious growth goals we are currently looking for a

    Business Intelligence Developer (m/f/d)

    Your areas of responsibility:

    • The design, creation, testing, and documentation of new and enhanced BI components to given specifications in accordance with established security standards and processes.
    • Examine, evaluate, interpret, and classify data to define and clarify information structures that describe their relationships.
    • Apply data analysis, data modeling, and quality assurance techniques, based on a detailed understanding of operational processes, to create, modify, and maintain data structures and related components.
    • Advise database designers and other members of the application development team on the details of data structures and related components. 

    What you offer:

    • A successfully completed degree in (business) computer science, engineering, natural sciences, mathematics or comparable field of study
    • Several years of professional experience as a Business Intelligence Developer, preferably in the financial industry
    • Profound knowledge of SQL (PL/SQL, T-SQL) and the Microsoft BI stack (SSRS, SSAS, PowerBI, Azure)
    • Effective communication skills, fluent in English is a must, German language skills would be beneficial
    • A high level of commitment, flexibility and reliability
    • Comprehensive know-how in the handling of complex projects (business department, IT, external partners)



    What we offer:

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


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Expert Data Warehouse Engineering & Reporting

    To achieve our ambitious growth goals we are currently looking for a

    Expert Data Warehouse engineering & Reporting

    Your areas of responsibility:

    • Creating ETL processes and design BI reports and dashboards, according to the wishes of the asset management industry
    • Optimizing existing reports and further developing used solutions
    • Designing and implementing new data models
    • Analyzing, create and optimizing ETL processes
    • Contributing your strong analytical skills to projects of different sizes
    • Taking over the subproject management / work stream lead
    • Supporting the expansion, maintenance and repairing of the existing data warehouse

    What you offer:

    • Degree in (business) computer science, financial mathematics or comparable professional training
    • At least two years of professional experience in the area of data warehouse engineering and reporting
    • Very good knowledge of SSRS and T-SQL, additional BI tools are an advantage (e.g. Power BI)
    • Proficiency in MS Office applications
    • Enthusiastic attitude towards data analysis, data strategies, visualization and architectures
    • Ideally an experience in IT consulting and project management
    • Strong customer orientation and a willingness to perform services
    • Excellent communication skills
    • Ability to work independently on new topics
    • Knowledge in the asset management industry would be a plus
    • Good German and English language skills


    What we offer:

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


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

  • Supervisor Payment Team Alternatives 

    To achieve our ambitious growth goals we are currently looking for a

    Supervisor Payment Team Alternatives (m/f/d)

    Your areas of responsibility:

    • Supervise a team in charge of payment, and payment related, tasks supporting the Real Estate and Alternative Funds
    • Support BAU / daily business if necessary
    • VAT preparation and administration / knowledge
    • VAT reverse charge mechanism desirable
    • Build up structures in collaboration with both fund accounting teams
    • Align structures to payment teams for securities funds
    • Support project work to introduce automated and digitalized invoice payment process via SAP
    • Close collaboration with fund accounting teams & external partners (e.g. custodians, vendors, Asset Manager, auditor)
    • Build up trustful relationships with in scope custodians
    • Ensure safe/ secure payment processes incl. checks & controls fund 

    What you offer:

    • Experience as an accountant
    • Willingness to build up new team structure and work across locations and asset classes
    • Knowledge of international accounting GAAPs desirable
    • Strong ethics. You value your integrity and you show commitment and ownership towards your personal and your team’s tasks;
    • An open mind with a getting-things-done attitude;
    • Ability to work both independently and as part of a team;
    • Fluent in English, both spoken and written. An understanding of German is an asset;
    • SAP experience is a plus



    What we offer:

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


    How to apply:

    Please send your application and salary expectation to:

    careers_pl@universal-investment.com

    Click here to check our data protection notice

Vacancies in Ireland

  • Senior Reporting Officer

    Universal-Investment Ireland is a wholly owned member of Universal-Investment Group. Universal-Investment is one of the leading European fund service platforms and Super ManCos. Universal-Investment offers institutional investors and asset managers efficient ManCo & Administration services, fund structuring solutions, securities and alternative investment solutions, all complemented by state-of-the-art risk management.

    Universal-Investment aims to become the leading European fund service platforms and Super ManCo for all asset classes and we are looking for individuals who share our core values: Trust & Engagement, Excellence & Expertise
    and Change & Innovation.

    To achieve our ambitious growth goals we are currently looking for a:

    Senior Reporting Officer

    Your areas of responsibility:

    • Awareness of industry and regulation changes
    • Ensuring procedures are adequate and up to date
    • Ensuring the deadlines are met
    • Ensure that the financial statements of the umbrella funds are fully compliant with all applicable regulatory requirements and accounting standards
    • Ensure the timely completion of all calculations and the accuracy of all VAT returns submitted to the Revenue Commissioners of Ireland
    • Liaison with all external and internal counterparties responsible for the completion and submission of the tax figures to the relevant authorities
    • Notification of all relevant stakeholders of all payments and reimbursements related to the umbrella funds
    • Preparation, check and filing of the annual and semi-annual financial statements for the umbrella funds
    • Processing, in a timely and efficient manner, of all invoices related to the umbrella funds
    • Liaison and coordination point for the relevant audit firms conducting the audits for the umbrella funds
    • Responsibility for maintaining successful relationships with all relevant parties, involved in the preparation, filing and checking of the financial statements for the umbrella funds
    • Timely preparation and review of all distribution calculations and ensuring the accuracy of all distribution calculations presenting to the Board of Directors

    What you offer:

    • University degree (or relevant professional qualification)
    • 3 or more years of Regulatory Reporting and/or Financial Reporting
      (or equivalent) experience
    • Ability to work collaboratively within the Reporting team
    • Ability to work to deadline and be results orientated
    • Ability to work on own initiative and take charge of specific Regulatory Returns
    • Ability to engage constructively with external parties such as auditors, investment managers, clients etc.
    • Ability to proactively look at process and suggest more effective and efficient way to preforming tasks
    • Confidence and ability to challenge and influence the decision makers at all levels within the business

    What we offer:

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


    How to apply:

    Please send your application and salary expectation to:

    careers_irl@universal-investment.com

    Click here to check our data protection notice

  • Oversight Control Internship

    Universal-Investment Ireland is a wholly owned member of Universal-Investment Group. Universal-Investment is one of the leading European fund service platforms and Super ManCos. Universal-Investment offers institutional investors and asset managers efficient ManCo & Administration services, fund structuring solutions, securities and alternative investment solutions, all complemented by state-of-the-art risk management.


    Universal-Investment aims to become the leading European fund service platforms and Super ManCo for all asset classes and we are looking for individuals who share our core values: Trust & Engagement, Excellence & Expertise
    and Change & Innovation.

    To achieve our ambitious growth goals we are currently looking for a:

    Oversight Control internship

    Your areas of responsibility:

    • Provide general support the OCG Manager 
    • Assist with data entry on into UII’s due diligence tool 
    • Assist with monthly / quarterly reporting for senior management
    • Assist with testing of system upgrades 
    • Offer innovative solutions to internal oversight processes
    • Involvement in on-going projects
    • Help with the administration of Delegates / Outsourcing Service Providers documents
    • Assist with due diligence on Business Partners 
       


    What you offer:

    • Studying in a relevant area
    • Strong organisational skills
    • Highly motivated with a desire to learn
    • Proficient in Microsoft Excel, Word, PowerPoint
       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_irl@universal-investment.com

    Click here to check our data protection notice

  • Fund Administrator

    Universal-Investment Ireland is a wholly owned member of Universal-Investment Group. Universal-Investment is one of the leading European fund service platforms and Super ManCos. Universal-Investment offers institutional investors and asset managers efficient ManCo & Administration services, fund structuring solutions, securities and alternative investment solutions, all complemented by state-of-the-art risk management.

    Universal-Investment aims to become the leading European fund service platforms and Super ManCo for all asset classes and we are looking for individuals who share our core values: Trust & Engagement, Excellence & Expertise
    and Change & Innovation.

    To achieve our ambitious growth goals we are currently looking for a:

    Fund Administrator

    Your areas of responsibility:

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

    What you offer:

    • Third level education (or relevant professional qualification) with Accounting/Finance/Business or equivalent experience
    • At least 1 years fund industry knowledge with Fund Administration/Accounting experience
    • Experience in NAV production and have a good understanding of the elements around same
    • Knowledge of investment funds, asset classes, products and fund structures
    • Ability to engage constructively with clients, internal and external parties
    • Ability to work to deadlines and be results orientated
    • Good communication and writing skills
    • High level of accuracy and attention to detail
    • Knowledge of current market developments – both regulatory and economic
    • Good team player
    • Ambition to develop oneself

    What we offer:

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


    How to apply:

    Please send your application and salary expectation to:

    careers_irl@universal-investment.com

    Click here to check our data protection notice

  • Junior Sales Specialist

    To achieve our ambitious growth goals, we are currently looking for an individual for a Junior Sales Specialist role to join our growing team.  Initially a supporting role, it is intended that the position would evolve into a sales role within a relatively short period of time 

    This is a new role, based in a small office in central London, although you may occasionally work from home.

    This position is likely to be filled by someone leaving university or at an early stage in their career. Prior experience experience in the fund indus-try and a  sales support background is a plus, but not a requirement.  

     

    Sales & Marketing Support  

    Your areas of responsibility:

    • Support the acquisition of new fund partners 
    • Support in winning new fund projects, mainly for our business in Ireland but also for those in Luxembourg and Germany
    • Support in contract negotiations and project management up to the launch of the fund, in coordination with internal and external parties (eg legal, administrative &c)
    • Provide market/competitor analysis and support the development of sales strategies
    • Preparation and coordination of sales-supporting documents (eg presentations)
    • Support the central marketing team in the preparation of marketing materials, conferences, PR & other forms of external communications, in particular with English-language initiatives
       

       

    What you offer:

    • A Masters degree, and/or a first class Bachelors degree, from a leading UK university or equivalent experience
    • A sharp attention to detail, a high level of initiative and a willingness to work where necessary to tight deadlines
    • Outstanding interpersonal skills, to enable you to focus on supporting customers, as well as other key stakeholders within the company and outside
    • Good IT capabilities, especially Excel 
    • Strong communication skills with excellent written English
    • Some knowledge of German language is an advantage but not a requirement 
    • Willingness to work with the central Marketing Team in Germany to ensure all messaging is on brand and adheres to the Corporate Design Guidelines
       

       

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_irl@universal-investment.com

    Click here to check our data protection notice

  • Business Information Security Officer

    Universal-Investment Ireland is a wholly owned member of Universal-Investment Group. Universal-Investment is one of the leading European fund service platforms and Super ManCos. Universal-Investment offers institutional investors and asset managers efficient ManCo & Administration services, fund structuring solutions, securities and alternative investment solutions, all complemented by state-of-the-art risk management.

    Universal-Investment aims to become the leading European fund service platforms and Super ManCo for all asset classes and we are looking for individuals who share our core values: Trust & Engagement, Excellence & Expertise
    and Change & Innovation.

    To achieve our ambitious growth goals we are currently looking for a:

    Business Information Security Officer

    Based in Dublin, we are seeking an individual to fulfil an Business Information Security Officer role for Universal-Investment Ireland. The role offers excellent exposure to someone looking to further develop their career in a UCITS/AIF (Super) management company, which is part of an expanding group currently acting across Germany, Luxemburg, Ireland and UK.

    The successful candidate will supervise, control and coordinate the measures and local resources required to implement the group information security strategy and operate the UI group information security management system. In doing so, the candidate is supported by colleagues from the group Information Security Management organisation along with other group areas to whom the company can delegate tasks and activities   

     

    Your areas of responsibility:

    • Implement and oversee of the local 2nd Line of Defence independent risk management program for technology and cybersecurity risks, leveraging the Operational Risk Framework, regulatory guidance and laws, rules, and regulations in co-operation with group.
    • Creating local Information Security Strategy in line with the group Information Security Management System (ISMS).
    • Implement and oversee a data security program.
    • Instituting a cybersecurity and data protection program aligned with the Group’s program and pertinent regulations.
    • Investigate information security incidents and report to UII senior management and group CISO.
    • Assess and record technology and cybersecurity risks.
    • Identification and documentation of assets (information assets in the information network).
    • IT Outsourcing Controlling in regards of outsourced IT- services and their providers
    • Conducting information security audits and acting as a point of contact for information security issues with outsourced service providers.
    • Support the oversight of delegates and outsource service providers on IT related matters.
    • Implement and oversee Operational Resilience framework, tools and methodologies in line with regulatory requirements to enable the achievement of the firm's strategic objectives.
    • Provide oversight of key Operational Resilience deliverables including important business services, impact tolerances, resource mapping, vulnerability assessments and scenario testing.
    • Support company-wide key strategic compliance and operational risk initiatives such as BCP management. setting policies, guidelines and procedures that meet regulatory requirements.
    • Develop strong and effective working relationships across all 3 lines of defense to facilitate effective identification, management and remediation of information security, cyber and technology risk.
    • Keep up to date with changing local and international laws, regulations, IT security standards and threats which may impact the business.
    • Conducting and reviewing protection needs analyses and evaluating implementation of measures in accordance with group requirements.
    • Advising UII senior management on company-related issues; including assistance in resolving conflicting objectives (e.g., profitability versus information security).
    • Initiate and coordinate awareness-raising and training measures on information security (in particular via the group awareness portal).

    What you offer:

    • A university degree or comparable qualification in Computer Science/Information Technology/Engineering related topics.
    • A minimum of 5 years in practical technology, cybersecurity and operational risk oversight with experience within the financial services industry or comparable experience, supplemented where appropriate by corresponding course of studies.
    • Knowledge and experience with Information Security and Risk Management standards and frameworks such as ISO 27001.
    • Project management experience.
    • Excellent communication and analytical skills.

    What we offer:

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

    How to apply:

    Please send your application and salary expectation to:

    careers_irl@universal-investment.com

    Click here to check our data protection notice