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Open positons

Vacancies at
Universal Investment

Open positions at Universal Investment

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

Vacancies Luxembourg
  • Fund Administration

    Grow with us! We are currently looking for a colleague to join our UCITS & Manco-Only Team that is part of our Fund Administration Oversight Team within Operations.

    Your tasks and responsibilities:

    • Oversight controls and NAV sign-off
    • Oversight controls of the valuation for all kind of instruments
    • Reconciliation of outstanding units against transfer and registration data
    • Reconciliation of assets with custodian banks or other external parties
    • Oversight controls of securities’ settlements
    • Oversight controls of fees and charges
    • Invoicing process
    • Liquidation, transfer and set up of funds
    • Project support

     
    Your skills and experience:

    • Bank training or comparable training or studies with financial focus
    • Good knowledge of the investment fund industry in particular fund accounting
    • 3 years’ professional experience in a comparable position
    • Proactivity, team spirit, flexibility and stress resilience
    • Focus on quality and accuracy
    • Excellent analytical skills and the ability to work in a structured and meticulous way
    • Proficient working knowledge of MS Office (in particular Excel) as well as secure handling of typical information systems
    • Fluency in German and English mandatory

     
    What we offer:

    • Performance-related salary
    • Flexible working hours
    • Modern workplace in a conveniently-situated location

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • Fund Administration - Reporting Officer

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • Legal Fund Governance – Alternative Investments

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

    Your tasks and responsibilities:

    • Your main tasks will be the inhouse legal advice with regard to all alternative fund related topics, inter alia the drafting and negotiation of documents in relation to the launch as well as amendments of alternative investment funds and their special purpose vehicles. You will be in contact with clients, service providers and regulatory authorities.
    • In addition, you will review documents in connection with securitizations.
    • The legal review and negotiation of transaction agreements are also your responsibility.
    • Another aspect is the inhouse legal advice directly related to the assets held by alternative investment funds.
    • Your field of activity is completed by the steering of legal topics and projects.

     
    Your skills and experience:

    • Successfully completed law degree
    • A minimum of three years’ professional experience in the Luxembourg investment fund industry and/ or credit institution,
    • Strong capacity for teamwork, motivation, reliability, resilience as well as a service-oriented approach,
    • Organizational talent, personal initiative and ability to develop solutions independently,
    • Fluency in German and English.

     
    What we offer:

    • Performance-related salary
    • Flexible working hours
    • Modern workplace in a conveniently-situated location

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • Product Tax - Alternative Investment Funds and Securitisation Companies 

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

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

     

    Click here to check our data protection notice.

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

  • Senior Company Secretary

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

    Your tasks and responsibilities:

    • Organization and coordination of shareholder and board meetings including preparation of meeting materials, attendance and minute taking as well as follow up
    • Creation of standard corporate documents (e.g. shareholder and board resolutions)
    • Maintain administrative and legal records
    • Ensure safekeeping of official documents and management of the companies’ correspondence
    • Ensure legal publication and filing
    • Liaise with notaries, lawyers, banks and transfer agents
    • Maintain and develop customer relationships

     
    Your skills and experience:

    • You have at least 5 years’ experience in a similar role in Luxembourg (e.g. corporate office and/or a domiciliation role)
    • You have a strong knowledge of Luxembourg corporate and fund regulations, with an experience in investment funds and/or private equity/real estate funds administration
    • You are highly organized, proactive and have a sense of responsibility as well as priority management
    • You are accurate, rigorous and able to work independently in an environment under pressure and with tight deadlines
    • You are fluent in English and German, French would be an advantage

     
    What we offer:

    • Performance-related salary
    • Flexible working hours
    • Modern workplace in a conveniently-situated location

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • Spontaneous Application

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

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

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

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


    Profiles we are interested in:

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

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

    How to apply:

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

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

    Click here to check our data protection notice.

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

Vacancies Frankfurt am Main
Vacancies Poland
  • AML / KYC Analyst / Senior

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

    Your tasks and responsibilities:

    • Perform Initial and/or Ongoing Due Diligence on a daily basis within the Private Asset or Traditional Funds team in line with internal policies and procedures and maintain the working tools operational and up-to-date.
    • Regularly interact with clients and investors for clarifications around AML/KYC requirements and assist them in fulfilling the regulatory obligations.
    • Perform open-source research – Corporate Intelligence – to complete files and gather corroborating or mitigating evidence, as the case may be.
    • Assist line management in the preparation of appropriate reports for internal as well as external parties (Management Companies, AIFMs, GPs, official TAs …) and authorities where relevant, on initial due diligence activities, blocked accounts, high risk individuals and ad hoc demands.
    • Be a key point of contact for the Client Service Delivery Managers on existing AML customer matters.
    • Manage screening hits.

     
    Your skills and experience:

    • University degree in Finance, Economics, or equivalent
    • At least 3-5 years’ experience in the financial industry with exposure to international regulations
    • Exposure to international investor base with proven exposure to AML matters, managing AML/KYC aspects
    • Exposed to both traditional funds and private assets investors, complex structures
    • Very good English language skills. Knowledge of French or German will be an asset.
    • Good analytical skills, driven to seek solutions

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • Annual Reporting Specialist

    Grow with us! To achieve our ambitious growth goals, we are looking for a Regulatory Reporting Specialist to join our Annual Reporting Team, part of Reporting Department.

    Your tasks and responsibilities:

    • Preparation, refinement and distribution of the annual/semi-annual reports
    • Production and reconciliation of ESG-attachments (SFDR)
    • Accompaniment and coordination of the reports with internal and external contacts
    • Publication of the reports in the electronic Federal Gazette and our Homepage
    • Independent and autonomous further development of processes due to amendments to the law or changes in business policy
    • Representation of the topic to internal and external partners

     
    Your skills and experience:

    • First experience in an investment company or a custodian bank with a focus on annual financial statements of investment funds is an advantage
    • Proactivity with strong attention to details
    • Organizational strength, resilience and the ability to work in a team
    • Client centric mindset and superior customer service focus
    • Knowledge of the MS Office package, especially Excel. XENTIS and/or SAP would be advantageous
    • Master’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject
    • Fluent in English, conversational in German (min. B1/B2)

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • AR Accounting Specialist

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • Business Consultant - Investment Compliance (SimCorp Dimension)

    Grow with us! We are currently looking for a colleague to join our Investment Compliance Team that is a part of our Center of Excellence Department in UILabs.

    Your tasks and responsibilities:

    Onboarding of new Clients:

    • Analyzing, expanding and creating new legal, contractual and customer specific investment rules in SimCorp Dimension (SCD)
    • Organization of integration, system and acceptance tests as well as the transfer of SimCorp Dimension into production
    • Preparation and implementation of test activities
    • Problem troubleshooting, support and resolution
    • Creation of process and test documentation

     

    Support for our clients including monitoring limit violations:

    • Monitoring of rule changes and implementing in the system
    • Monitoring and expanding internal and external investment compliance business processes
    • Continuous further development of process automation
    • Implementing new test criteria and monitoring functions
    • Error analysis and correction in the system
    • Accompanying the implementation of system release tests
    • Pre-sales support in the acquisition of new customers

     
    Your skills and experience:

    • Degree in (business) computer science, financial mathematics or comparable professional training
    • At least two years of experience in the application or implementation of SCD Compliance Manager
    • Experience in the configuration and parameterization of business rules in SCD
    • Good knowledge in the investment compliance environment, especially in the legal regulations (e.g. KAGB, DerivateV, VAG, SGB VI)
    • Fluent German and English language

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • Business Process Modeler

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Beteiligungs- und Servicegesellschaft mbH.

     

    Click here to check our data protection notice.

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

  • Client Application Specialist

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Beteiligungs- und Servicegesellschaft mbH

     

    Click here to check our data protection notice.

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

  • Client Reporting Specialist

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • Compliance Support Officer

    Grow with us! Currently we are looking for Compliance Support Officer who will join our 2nd line of defense.

    Your tasks and responsibilities:

    • Performing Compliance review of Name Screening Alerts for International Financial Sanction, Politically Exposed Persons and Adverse Media treated by the first line of defense;
    • Supporting regular Compliance monitoring activities;
    • Assisting on the monitoring of regulatory developments;
    • Supporting the performance of the Country Risk Assessment;
    • Assisting on the treatment of queries received from operational departments, in particular with respect to AML/KYC due diligence reviews performed in relation to Transfer Agency activity;
    • Supporting the preliminary review of Customer file submitted by operational department for review of the Compliance Team;
    • Preparing regular internal reporting of the Compliance Team;
    • Supporting the preparation and the conduct of internal training raising staff awareness on compliance matters.

     
    Your skills and experience:

    • University degree in Law, Finance or Economics;
    • Previous experience on similar positions, preferably as a Compliance Analyst within a financial services firm or a consulting firm;
    • Good knowledge of the AML/KYC regulatory requirements and best market practices (preferably in Luxembourg);
    • Fluency in English;
    • Good analytical mind and driven to seek solutions;
    • Proactive, thorough and able to meet deadlines;
    • Capable of progressing within a team, as well as of working independently;

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • DWH Engineering & Reporting Expert

    Grow with us! We are currently looking for a colleague to join our DWH Team that is a part of our Center of Excellence Department in UILabs.

    Your tasks and responsibilities:

    Onboarding of new Clients:

    • Analysis, optimisation and redesign of IT-related business processes in the environment of our Data Warehouse (DWH)
    • Create ETL (extract, transform, load) processes and design reports according to clients requests
    • Design and implementation of new data models and development of interfaces between DWH and other systems
    • Conception, implementation, test and roll-out of the customized setups & training of users

     

    2nd level support & Services:

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

     

    Pre-sales support in the acquisition of new customers

     
    Your skills and experience:

    • Degree in (business) computer science, financial mathematics, or comparable professional training
    • At least two years of professional experience in data warehouse engineering and reporting, ideally from asset management
    • Extensive knowledge of T-SQL and SSRS, additional BI tools are an advantage (e.g. Power BI)
    • Fluent English language skills, German language would be an asset

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Beteiligungs- und Servicegesellschaft mbH

     

    Click here to check our data protection notice.

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

  • Full Stack Software Developer (C# and react.js)

    Grow with us! We are currently looking for a colleague to join our Software Development Team that is a part of our Center of Excellence in UILabs. We develop IT solutions for institutional clients, asset managers and family offices in the DACH region. With our flowsuite® solution and the associated ecosystem, we are one of the leading software and consulting companies in the industry.

    Your tasks and responsibilities:

    Software Development

    • Design and implement software and system architectures in the FinTech sector.
    • Implement unit and integration tests to ensure software quality.
    • Conceptualize innovative investment apps in the finance sector.
    • Collaborate with our analysts to meet the high demands of our clients
    • Work on projects of various sizes or lead your own projects

     

    2nd level support & Services

    • Error analysis and subsequent correction of errors including documentation in Jira.
    • Maintenance of the production and test environments and provision of new versions via the build pipelines.
    • Direct communication with customers for support and other topics.

     
    Your skills and experience:

    • Degree in IT or comparable education.
    • Experience in technologies for modern frontend development like Javascript, React.js, CSS, Visual Studio Code.
    • Experience in backend development using .Net Core, C#, SQL and Entity Framework
    • Experience in additional .NET technologies such as ASP.NET, WPF, WCF, or NHibernate is advantageous.
    • Experience in software development for the financial industry preferred.
    • Good English skills, German language would be an asset.

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Beteiligungs- und Servicegesellschaft mbH.

     

    Click here to check our data protection notice.

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

  • Fund Accounting Manager

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • Fund Accountant / Senior - NAV

    Grow with us! Currently we are building new Fund Accounting department and we have positions available on different seniority levels.

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • Head of HR Operations

    Grow with us! We are currently looking for a colleague to join our company as a Head of HR Operations.

    Your tasks and responsibilities:

    • Designing innovative, top-class employee experience throughout entire employee lifecycle
    • Designing strategy and target operating model for global HR services organization
    • Ensuring quality and timely delivery of HR services across global organization
    • Ensuring stable operational teams and succession / staffing to deliver RtB HR Services
    • Ensuring UI regulations and procedures are followed from the HR operational perspective
    • Fostering proper usage of HR tools across the organization and different entities
    • Develop and implement strategies to streamline processes and enhance operational efficiency
    • Lead HR & projects from inception to completion, ensuring timely delivery and effective communication with stakeholders. Coordinate cross-functional teams and resources to achieve project objectives. Support M&A projects, if needed.

     
    Your skills and experience:

    • Minimum 10 years of hands-on experience in HR Service Delivery, at least 5 years in HR Service Delivery Lead Role
    • Significant experience with strategic HR management
    • Working knowledge and awareness of best HR Service delivery practices
    • Ability to manage multiple projects and priorities in a fast-paced environment
    • Proven track record of driving process improvements and delivering results
    • Very strong communication and influencing skills on a senior managerial level
    • Strong organizational skills with business-oriented thinking and hands-on approach
    • Can do attitude
    • Creative and solution driven mindset, out of the box thinking ability.

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH

     

    Click here to check our data protection notice.

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

  • Information Governance Expert

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

    Your tasks and responsibilities:

    • Coordination of aspects regarding information security processes together with the internal Information Security Officer
    • Maintenance of the information network within the overall information security organization
    • Maintenance of information security processes
    • Supporting the information security officer (including the Chief Information Security Officer) within the communication with the business units
    • Continuous assessment and improvement of processes and tools for information security, together with
    • Collaboration with functional units within the 1st-line-of-defense-organisation
    • Preparation of information security audits

     
    Your skills and experience:

    • Master's degree or comparable qualification in economics or computer science related topics
    • Vocational training as security analyst, data protection analyst or comparable vocational training, supplemented where appropriate by corresponding course of studies
    • 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)
    • Any project management experience would be an asset
    • Good working knowledge of MS-Office, especially Excel and PowerPoint
    • Fluent English and good German language skills

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • IT Governance Coordinator

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

    Your tasks and responsibilities:

    • Ownership of KAIT- and regulation-specific documents, e.g. IT application authorization concepts, user manuals, IT-Risk assessments, IT-outsourcing controlling, vendor contracts
    • Development of an IT-security governance for the area Operations in accordance and collaboration with company-wide processes and regulations
    • Onboarding of new IT applications in accordance with IT-risk regulation
    • Annual re-certification of governing documents and user re-certification of all applications used in Operations
    • Onboarding of the IT applications to our central Identity and Access Management Tool
    • Screening of company-wide Internal Regulations with regards to implications for the are Operations
    • Close collaboration with the area business management, functional team leads Operations and the central IT governance team

     
    Your skills and experience:

    • At least 3-5 of working experience and know how of asset management industry
    • Knowledge of the investment business processes
    • Understanding of the regulatory environment of investment companies and process risks
    • High commitment, flexibility and motivation
    • Hands on mentality and proactive approach
    • Fluent English skills
    • Ability to manage and prioritize multiple tasks

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • IT Transformation Project Manager

    Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success. We are seeking a dynamic and experienced IT Project Manager to lead and manage key projects within our organization. The ideal candidate will ensure projects are completed on time, within scope, and within budget, while effectively coordinating with external partners and global teams.

    Your tasks and responsibilities:

    • Lead and manage IT transformation projects. Oversee the entire project lifecycle from planning to execution, ensuring projects are completed on time and within budget.
    • Monitor project progress, including of monitoring of all aspects of the project, (scope, budget breakdown, business case, milestones)
    • Ensure project delivery, by assessing project statuses and proof of work.
    • Identify potential risks, and implement mitigation strategies.
    • Utilize data and analytics to assess the effectiveness of transformation initiatives.
    • Facilitate communication and data inputs between project teams, stakeholders, leadership, and employees.
    • Execute communication plans to keep stakeholders informed and engaged throughout the transformation process, also by scheduling alignment meetings, proposing required analysis and information (if necessary).
    • Ensure standardization of processes and governance among entire Group

     
    Your skills and experience:

    • Bachelor's degree in Business Administration, Management, or a related field. Master's degree is a plus.
    • Minimum of 5-7 years of experience in IT project management. Experience in the financial sector is highly desirable.
    • Excellent project management skills, with proficiency in project management methodologies and tools (e.g., Agile, Scrum, PMP).
    • Strong analytical and problem-solving abilities.
    • Excellent communication and interpersonal skills, with the ability to engage with diverse stakeholders.
    • Strong leadership and team management skills.
    • Ability to work in a fast-paced, dynamic environment and handle multiple priorities simultaneously.
    • Relevant certifications such as PMP, CISM, CISSP, or equivalent are preferred.

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH/Universal-Beteiligungs- und Servicegesellschaft mbH/UI efa S.A.

     

    Click here to check our data protection notice.

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

  • IT Senior Analyst &  Developer

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

    • BSc or MSc degree in Computer Science and at least 3 years’ experience in a similar role;
    • You have strong foundation in Object Oriented Programming and Design Patterns and understanding and practical skills in relational database technologies
    • You are familiar with the Oracle PL-SQL language, Java development in order to be able to implement communication interface between the core systems;
    • You are fluent in English.
    • You enjoy IT software package implementation and are keen to participate actively in the realisation of projects;
    • You are a strongly solution-oriented;
    • You enjoy contact with users and have a good understanding of their work;
    • You have previous experiences or knowledge of the fund industry, would be an asset but not required.
    • Fill the role as ambassador for testing and increase the usage of testing processes and tools throughout the IT estate

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • IT Security Managemeent Analyst

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

    Your tasks and responsibilities:

    • Develop, execute and track security measures to protect IT systems.
    • Support the development, update and implementation of UI’s information security strategy.
    • Identify, define and document system security requirements and recommend solutions to management, as well as create security policies and best-practices.
    • Monitor systems for irregular behavior and set up preventive measures.
    • Analyze, assess and defend against cybersecurity incidents.
    • Manage IT security tooling (SIEM, Vulnerability Mgmt, SAST, etc.) and processes.
    • Security Incident Management.
    • Manage cybersecurity incident response activities
    • Taking part in on call service

     
    Your skills and experience:

    • At least three years of IT work experience.
    • Completed relevant university studies (Bachelor / Master in the area of Information Technology or similar.
    • Involvement in IT security team
    • Good business English skills. German would be an asset
    • Previous experience in working with Security Operation Centre (SOC) would be an asset

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • IT Transformation Program Manager

    Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success. We are seeking a highly experienced IT Transformation Program Manager to oversee and steer our comprehensive IT transformation initiatives. This role involves coordinating multiple projects and aligning them with global initiatives to ensure the successful delivery of our IT transformation targets.

    Your tasks and responsibilities:

    • Provide strategic direction and oversight for the entire IT transformation program, encompassing application reduction and various other components managed by individual project managers.
    • Management: Act as the umbrella authority, coordinating multiple projects to ensure they align with the overall transformation goals and deliver committed targets, including cost savings and efficiency improvements.
    • Alignment: Collaborate with global teams and other ongoing initiatives to maintain alignment and coherence in transformation efforts.
    • Achievement: Ensure all transformation initiatives stay on track to meet deadlines, budgets, and performance targets.
    • Management: Engage with stakeholders at all levels to communicate progress, challenges, and successes, ensuring transparency and collaboration.

     
    Your skills and experience:

    • Bachelor's degree in Business Administration, Management, or a related field. Master's degree is a plus.
    • 8+years of experience in IT project management, including 3+ years in a program management role.
    • Proven experience in leading IT transformation projects.
    • Project Management Professional (PMP) or Program Management Professional certification preferred.
    • Strong understanding of IT infrastructure, software development, and transformational change.
    • Fluent in German and English
    • Excellent leadership, communication, and organizational skills.
    • Ability to influence and drive change in a matrixed organization.
    • Strong problem-solving skills and attention to detail.
    • Ability to manage multiple priorities in a fast-paced environment.

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH

     

    Click here to check our data protection notice.

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

  • IT Transformation Project Manager (DORA)

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

    We are seeking an experienced IT Transformation Manager to lead and manage our IT initiatives related to the Digital Operational Resilience Act (DORA). The successful candidate will be responsible for ensuring our IT systems and processes are fully compliant with DORA regulations, driving transformation projects, and implementing best practices for operational resilience in the financial sector.

    Your tasks and responsibilities:

    • Project Management: Lead and manage IT transformation projects aimed at achieving DORA compliance. Oversee the entire project lifecycle from planning to execution, ensuring projects are completed on time and within budget.
    • Monitor project progress, including of monitoring of all aspects of the project, (scope, budget breakdown, business case, milestones)
    • Ensure project delivery, by assessing project statuses and proof of work.
    • Identify potential risks, and implement mitigation strategies.
    • Utilize data and analytics to assess the effectiveness of transformation initiatives.
    • Facilitate communication and data inputs between project teams, stakeholders, leadership, and employees.
    • Execute communication plans to keep stakeholders informed and engaged throughout the transformation process, also by scheduling alignment meetings, proposing required analysis and information (if necessary).
    • Ensure standardization of processes and governance among entire Group

     
    Your skills and experience:

    • Bachelor's degree in Business Administration, Management, or a related field. Master's degree is a plus.
    • Minimum of 5-7 years of experience in IT project management, with a focus on regulatory compliance and operational resilience. Experience in the financial sector is highly desirable.
    • Knowledge of DORA regulations and their implications for IT systems and processes.
    • Excellent project management skills, with proficiency in project management methodologies and tools (e.g., Agile, Scrum, PMP).
    • Strong analytical and problem-solving abilities.
    • Excellent communication and interpersonal skills, with the ability to engage with diverse stakeholders.
    • Strong leadership and team management skills.
    • Ability to work in a fast-paced, dynamic environment and handle multiple priorities simultaneously.
    • Relevant certifications such as PMP, CISM, CISSP, or equivalent are preferred.

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH

     

    Click here to check our data protection notice.

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

  • Network Security Analyst

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

    Your tasks and responsibilities:

    • Develop, execute and track security measures to protect IT systems.
    • Support the development, update and implementation of UI’s information security strategy.
    • Identify, define and document system security requirements and recommend solutions to management, as well as create security policies and best-practices.
    • Monitor systems for irregular behavior and set up preventive measures.
    • Analyze, assess and defend against cybersecurity incidents.
    • Manage network security and processes.
    • Security Incident Management.
    • Manage cybersecurity incident response activities
    • Taking part in on call service

     
    Your skills and experience:

    • At least five years of IT work experience.
    • Completed relevant university studies (Bachelor / Master in the area of Information Technology or similar.
    • Involvement in IT security team
    • Good business English skills. German would be an asset
    • Previous experience in working with Security Operation Centre (SOC) would be an asset
    • Experience in network and firewall technologies, as well as excellent knowledge in network security.
    • Cisco security certification (CCNA/CCNP) would be an asset

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • Operational Readiness Coordinator

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

    Your tasks and responsibilities:

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

    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • Outsourcing Manager

    Grow with us! We are currently looking for a colleague to join our company as an Outsourcing Manager.

    Your tasks and responsibilities:

    • Taking responsibility over the outsourcing management of Universal-Investment Gesellschaft mbH as part of the 2nd Line of Defence
    • Development, implementation and monitoring of standards and processes of the outsourcing management
    • Supporting 1st Line departments in the onboarding process and the ongoing controlling and monitoring of services in line with relevant regulatory requirements on outsourcing
    • Preparation and maintenance of the relevant written regulations (outsourcing guidelines, organizational and work instructions) in consultation with other specialist units (e.g. Corporate Legal)
    • Maintenance of the outsourcing portfolio (outsourcing inventory), as well as implementation and coordination of annual control and monitoring measures
    • Project support activities in the implementation of regulatory requirements for outsourcing activities
    • Contact person for internal, external, vis-à-vis auditors, and supervisory authorities for outsourcing matters

     
    Your skills and experience:

    • Minimum of 2+ years of experience in Outsourcing Management/Controlling or Risk Management/Controlling
    • Practical experience in the conception, integration, and control of processes
    • Experience in project activities
    • Knowledge of regulatory environment and implications (ideally) of German regulatory (KAIT/BAIT, KaMaRisk/MaRisk and/or EBA Guideline 2019/02 on Outsourcing) or other European Financial Supervision Authority (DORA, Recital 82 AIFM Level 2-Regluation).
    • Structured, analytical and conceptual working methods
    • High problem-solving skills
    • Excellent stakeholder management and communication skills
    • Very good verbal and written English language skills, German language skills are preferable

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • Performance Analyst

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

  • Project Manager - Fund Reporting

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH

     

    Click here to check our data protection notice.

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

  • Securities Static Data and Corporate Actions Officer

    Grow with us! We are building new Securities Data Management Department and looking for specialists on different seniority levels.

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • Securities Valuation Officer

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • Senior Investor Services Specialist - German Speaker
  • Senior Investor Services Specialist - Private Assets

    Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We operate in fund launch locations across Germany, Luxembourg and Ireland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success. Currently we are looking for Experts and Specialists to the growing Alternative Investment department:

    Your tasks and responsibilities:

    • Execute the day-to-day transfer agency operations to maintain investor and register records, timely and accurately
    • Supervise, coach and develop more junior team members on operational topics
    • Preparation of various calculations e.g. capital call, distribution
    • Preparation of investor reporting package
    • Investigating discrepancies and ensuring strong internal controls
    • Primary contact for clients and investors on operational topics and transactions sign-off
    • Interaction with internal departments within Private Assets Services and other internal stakeholders
    • Other project related responsibilities, including process development and improvements

     
    Your skills and experience:

    • Previous professional experience on similar position within investor services / transfer agency department
    • Knowledge of alternative fund industry and previous experience in this area would be strong asset
    • University degree in Finance, Economics, or equivalent would be an asset
    • Very good English language skills
    • Excellent communication and interpersonal skills
    • Very good time management and analytical skills

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • Senior IT Auditor

    Grow with us! We are currently looking for a colleague to join our company as a Senior IT Auditor.

    Your tasks and responsibilities:

    • You will organize and independently execute IT audit missions in the various UI efa services and occasionally participate in integrated missions with operational auditors;
    • You will ensure that the audit mission covers all aspects of internal control and all the main risks of the audited activity;
    • You will proactively monitor compliance with the budget allocated to the mission as well as the total duration of the mission (response times for auditees on the draft report, etc.);
    • You will write quality working documents (mission letter, audit program, description of the existing system, tests, etc.);
    • You will follow up on the recommendations of the reports issued;
    • You will occasionally provide coaching to operational auditors on IT points;
    • You will contribute to deliver high quality reports, IT risk analysis, audit plan, continuous monitoring of businesses and reporting to the senior management and Audit Committee.

     
    Your skills and experience:

    • Minimum 5 / 7 years of professional experience in internal / external IT audit, or as IT consultant or equivalent;
    • Master or Bachelor's degree (or comprehensive experience) in Information Technologies, Business Informatics or equivalent;
    • Broad IT skills on IT infrastructure and information & cyber security (e.g. operating systems, database, networks, public cloud, security related tools), and ideally also on web technology, IT governance, general IT controls, programming and software deployment;
    • Working knowledge of core Office applications, especially Excel, Access and PowerBI;
    • Ideally experience in Funds administration / Asset Management or financial services, including financial industry products and services, securities processing, and related information systems;
    • Fluent in English and French. German would be an advantage;
    • Professional certification e.g. CISA, CISSP, or in COBIT, ITIL, is an advantage;
    • Experience in data analytics, data analytics tools (i.e. Phyton, Idea), including data cleansing and preparation, data analysis, data visualization, statistical data mining, or data science is an advantage;
    • Experience in handling diverse personalities, intercultural differences and managing challenging situations. Team spirit, personal initiative and intercultural sensitivity is necessary to interact in a global work environment;
    • Compliance with audit policies and respective standards (independence, integrity, confidentiality, truth and fairness, security, economy, system conformity);

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • Senior KYC / AML Risk Analyst

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

    To achieve our ambitious growth goals, we are currently looking for a senior KYC / AML Risk Analyst to join our KYC team. We are a growing and developing team covering many KYC/AML/DD topics in our group and cooperating with multiple departments and external business partners.

    Your tasks and responsibilities:

    • Preparing AML risk profiles;
    • Identification and evaluation of AML risks in accordance with applicable laws, regulations and internal guidelines related to fund transactions;
    • KYC processing of investors and business partners;
    • Processing of AML-relevant questions in this context;
    • Support reporting related to funds, Investors and business partners regarding AML themes;
    • Monitor and review AML/TF Alerts for business partners.
    • Communicate independently with the internal departments across UI group and the project managers in charge.
    • Assuring onboardings and business relationships maintenance.
    • Coordination of assigned projects.

     
    Your skills and experience:

    As successful candidate, you will bring the following:
    • Ideally a degree in (business) law, business administration or economics;
    • 5 years professional experience in the investment fund industry and / or credit institution or consulting firm;
    • Strong capacity for team work, motivation, reliability, resilience and service-oriented approach;
    • Strong organizational skills, initiative and ability to develop independently;
    • Good MS Office skills;
    • Fluency in English. German language would be an asset

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH

     

    Click here to check our data protection notice.

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

  • Senior Manager - HR Projects

    Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We operate in fund launch locations across Germany, Luxembourg and Ireland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success. The Senior Manager for HR Projects, will lead and manage complex HR initiatives that support the company's strategic goals. This role will involve collaborating with various departments, overseeing project teams, and ensuring the successful implementation of HR projects. The ideal candidate will possess strong leadership skills, extensive HR knowledge, and a proven track record in project management.

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH

     

    Click here to check our data protection notice.

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

  • (Senior) Regulatory Reporting Specialist

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

    To achieve our ambitious growth goals, we are looking for a Regulatory Reporting Specialist who will join our team Legal & Regulatory Reporting that provides, that provides CRR reporting, Solvency II reports and other regulatory reports to our clients.

    Your tasks and responsibilities:

    • Set up and production of reports for financial institutions covered by Capital Requirements Regulation
    • Pursuing internal checks and data validations prior to report generation
    • Distribution of reporting to clients
    • Monitoring regulatory changes to CRR regulation
    • Supporting implementation of regulatory changes in IT systems and workflows
    • Preparing written process documentation
    • Supporting clients, internal and external auditors, and other stakeholders regarding reporting-related matters
    • Supporting projects and initiatives

     
    Your skills and experience:

    As successful candidate, you will bring the following:
    • Bachelor’s degree or equivalent qualification in Finance, Economics, Business Administration, or related subject
    • First working experience in area of asset management or accounting for investment funds, preferably gained at an investment management company, asset management firm, custodian bank or advisory firm
    • Very good analytical skills
    • High commitment, flexibility, and motivation
    • Hands-on mentality and proactive approach
    • Fluent English skills
    • German language skills would be an asset
    • Ability to manage and prioritize multiple tasks
    • Very good MS Office skills

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH

     

    Click here to check our data protection notice.

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

  • (Senior) Risk & Performance Analyst

    Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We operate in fund launch locations across Germany, Luxembourg and Ireland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.

    Your tasks and responsibilities:

    Within the framework of our Risk and Performance Analysis Services offered to our clients, you will be asked to do the following tasks:
    • Establish and maintain a robust risk management framework which complies with regulatory (UCITS/AIF) risk requirements
    • Manage various advanced risk measures including but not limited to market risk, counterparty risk, liquidity risk, stress testing and back-testing
    • Investigation and resolution of data/analytics issues in calculation processes
    • Ensure production of added value reports: risk, performance measurement, attribution, and contribution reports
    • Manage the relationships with clients to ensure client satisfaction
    • Participate actively in the implementation, set-up, and review of services

     
    Your skills and experience:

    • Master’s degree in economics or finance (or equivalent) with a first experience in a similar position
    • Good understanding of European regulatory frameworks in risk management
    • Good understanding of a wide variety of financial instruments and related risk factors in the context of portfolio and risk management
    • Experience of VaR models and performance analysis (attribution/contribution) would be an advantage
    • Problem solving skills and ability to explain complicated concepts clearly

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • Spontaneous Application

    Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Luxembourg, Ireland, and Germany. From here and from our offices in London, Krakow, and Hamburg, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.

    Potential future opportunities:

    • Fund Operations – including Alternative Investments Fund Accounting, Valuation, Middle Office, Data Management & Reporting teams
    • Compliance and Risk – 1st, 2nd and 3rd line of defense
    • Contract management and investor onboarding teams
    • Internal finance – Accounting & Controlling

     
    Your skills and experience:

    • University degree in Accounting or Finance
    • Previous relevant experience in the above areas
    • Experience in working within Fund Industry
    • Excellent time and self-management skills, ability to prioritize
    • Strong analytical and communication skills
    • Fluent in English. German and French are assets

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment-Gesellschaft mbH

     

    Click here to check our data protection notice.

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

  • Transfer Agency - Dealing Officer

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

    Your tasks and responsibilities:

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

     
    Your skills and experience:

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

     
    What we offer:

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

     
    Apply now!

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

     

    The recruiting entity here is UI efa S.A.

     

    Click here to check our data protection notice.

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

  • Valuation Analyst / Senior - Direct Assets

    Grow with us! By joining this team, you will be a part of Valuation function of AIFM. With responsibility for the investment administration and day-to-day management of Private Debt, Infrastructure, Private Equity funds portfolios for which Universal Investment acts as AIFM and/or Investment Manager/Advisor with a specific involvement on the valuation framework and the approval of asset pricing.

    Your tasks and responsibilities:

    • Carrying out valuations internally, while calling on the assistance of a third party for specific issues (e.g., assistance in defining the valuation process and policy, setting up valuation models, collecting and reprocessing market data, independent review of valuations)
    • Secure and validate asset pricing and valuation input for liquid equity and debt positions from external and internal sources, including market databases and brokers
    • Supervision of the valuation function when delegated to a third party
    • Reception, collection and recording of the documents required for the valuation of investments
    • Creation of valuation memos (fair values and impaired assets)
    • Assessment of impairment needs for Direct Debt Assets
    • Communication with internal and external Portfolio Managers
    • Communication and collaboration with internal and external auditors and answer to regulatory requests
    • Supporting your manager to implement changes within the team to gain efficiency
    • Support Manager and Head of AI Operations with regards to new funds set up and products
    • Participate in projects to strengthen company’s processes/business/initiatives

     
    Your skills and experience:

    • Bachelor's degree in mathematics, finance, physics, or other business-related areas and/or studying financial professional qualification (CFA, FMVA, CVA, CAIA etc.)
    • Minimum of 3-5 years of relevant work experience (e.g., working for an AIFM, valuation agent, auditor or asset management company)
    • Very good knowledge on valuation concepts (IPEV guidelines, international valuation standards, etc.), methodologies (market approach, income approach, net assets approach) and techniques used to value the alternative asset classes (private equity, private debt, venture capital, infrastructure)
    • In depth knowledge of characteristics of private equity/debt and infrastructure investments especially experienced in valuating such illiquid assets
    • Experiences in setting up and implementing valuation models and being aware of risk assessment is a big plus
    • Experience in impairment testing and review of valuation reports is a plus
    • Excellent analytical and problem-solving skills
    • Ability to work independently and proactively
    • Excellent communication skills and proficiency in English (both written and verbal)
    • Advanced skills in MS Excel

     
    What we offer:

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

     
    Apply now!

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

     

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

     

    Click here to check our data protection notice.

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

Vacancies in Ireland
  • Head of Compliance

    Grow with us! We are currently looking for a colleague to join our company as a Head of Compliance.

    Your tasks and responsibilities:

    • Supporting both the Board and Executive Leadership team in managing the Company’s compliance obligations
    • Monitoring and advising on Universal Ireland’s principal business activities and reporting to the Board on Compliance areas
    • Keeping up to date with the latest industry developments around regulation and best practices, to support the Company and its funds under management in an ever-changing environment
    • MLRO duties including the reporting of any reported suspicious transactions
    • Running the Compliance area with one senior Compliance professional direct report
    • Working closely with other Compliance departments in the Group
    • Act as interface to internal and external auditors and supervisory authorities regarding test management
    • Overseeing planning, designing, execution and reporting of tests to ensure that software meets quality standards and is free from errors of defects
    • Fill the role as ambassador for testing and increase the usage of testing processes and tools throughout the IT estate

     
    Your skills and experience:

    • Prior experience of acting in a PCF role in the area of Compliance
    • Prior experience of working in a ManCo
    • In-depth knowledge of the industry's standards and regulations.
    • Strong leadership and personnel management skills
    • Excellent analytical, problem-solving, and decision-making abilities
    • Exceptional communication and interpersonal skills, with the ability to engage effectively at all levels of the organization and with external partners
    • Proven track record in developing and implementing compliance programs that have successfully mitigated risks
    • Ability to handle high-stress situations and complex compliance issues with a calm and strategic approach.
    • Fill the role as ambassador for testing and increase the usage of testing processes and tools throughout the IT estate

     
    What we offer:

    • A performance-related salary
    • Pension plan
    • Health insurance
    • Life insurance
    • Additional annual leave
    • Travel allowance or tax saver ticket
    • Flexible working hours
    • Hybrid working model

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment Ireland Fund Management LIMITED

     

    Click here to check our data protection notice.

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

  • Intern Fund Reporting and Administration

    Grow with us! We are currently looking for a colleague to join our company as an Intern 

    Your tasks and responsibilities:

    • Supporting the Administration team in ensuring timely provision of all deliverables
    • Ensure, at all times, tasks and processes are compliant with regulatory requirements
    • Ensure appropriate documentation accompanies all departmental processes and kept current
    • Continually look at improving departmental performance and efficiencies by enhancing existing processes and suggesting new innovative ideas for the department
    • Participate in the planning and implementation of client projects and product developments
    • Participate in the onboarding of new clients, funds, OSP’s and delegates within the Administration function, both from a fund launch and fund migration perspective

     
    Your skills and experience:

    • High level of accuracy and attention to detail
    • Ability to engage constructively with clients, internal and external parties
    • Good communication and writing skills
    • Natural curiosity
    • Interest in financial services industry
    • Ambition to develop oneself
    • Basic knowledge of Excel

     
    What we offer:

    • 12 months contract
    • Travel allowance
    • Opportunities to gain understanding and experience working with multiple teams of fund service professionals
    • Hands-on experience in a fast-paced work environment
    • Opportunity to attend weekly meetings and occasional networking events

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment Ireland Fund Management LIMITED

     

    Click here to check our data protection notice.

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

  • Spontaneous Application

    Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Luxembourg, Ireland and Germany. From here and from our offices in London, Krakow and Hamburg, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.

    Profiles we are interested in:

    • We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..
    • As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success


    What we offer:

    • A performance-related salary
    • Flexible working hours
    •  Hybrid working model
    •  Modern workplace in a conveniently situated location
    • Additional annual leave
    • Travel allowance or tax saver ticket
    • Pension plan
    • Health insurance
    • Life insurance
    • Bike to work scheme

     
    Apply now!

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

     

    The recruiting entity here is Universal-Investment Ireland Fund Management LIMITED

     

    Click here to check our data protection notice.

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

Security information

Emails are currently circulating which purport to be from Universal Investment and are being sent to potential applicants worldwide. Please be advised that Universal Investment will always contact you via established jobboards or Linkedin profiles of our recruiters. Should you receive any emails, please ensure that they originate from the @universal-investment.com domain.