Open positons
Vacancies at
Universal Investment
Open positions at Universal Investment
Our company is growing steadily - for that reason we are searching for motivated, performance oriented and entrepreneurial-minded employees, who are ready to actively create the success of our company together with us.
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Business Development Manager
Grow with us! We are currently looking for a colleague to join the Business Development Team that is a part of our Sales and Relationship Management Department under the Chief Commercial Officer. We are responsible for driving growth in alternatives, focusing primarily on Infrastructure, Private Equity and Private Debt.
You will be primarily accountable for increasing overall sales in the Private Asset segment, with no regional limitation. You will participate in shaping efa’s Private Assets business development strategy and actively contribute to its success by building out a network of contacts with key decision makers, including fund managers and asset owners, but also with key institutional partners such as depositary banks, management companies, as well as centers of influence such as auditors, lawyers, and independent directors.
Your tasks and responsibilities:
- Identify and target potential clients within the private debt, private equity, and infrastructure spaces through market research, networking, and cold outreach.
- Develop and nurture relationships with key decision makers, including fund managers, asset owners, and other stakeholders, to understand their needs and position our services effectively.
- Present and demonstrate our fund administration services in a compelling manner, highlighting key features, benefits, and competitive advantages.
- Lead negotiation efforts to secure new mandates, including pricing, terms, and service level agreements, while ensuring alignment with company objectives and profitability targets.
- Maintain a robust sales pipeline, accurately tracking leads, opportunities, and client interactions, and prioritize activities to maximize conversion rates.
Your skills and experience:- Extensive experience in sales and business development within the alternative investment space, particularly in the private debt, private equity, and infrastructure asset classes.
- Proven track record of success in selling fund administration services to top tier alternative asset managers and investors.
- In-depth understanding of the alternative investment landscape, including market trends, regulatory frameworks (such as AIFMD), fund structures (e.g., limited partnerships, SICARs), and operational complexities unique to alternative assets.
- Established network and relationships with key players in the alternative investment industry, including fund managers, institutional investors, family offices, and industry associations.
- Result driven with ability to leverage industry connections to identify business opportunities, source new clients, and build strategic partnerships.
- Outstanding communication and presentation skills
- Fluency in English. Proficiency in French, German, or any other European language may also be beneficial.
- Bachelor's degree in finance, business, economics, or a relatedfield is typically required. Advanced degrees (e.g., MBA) or professional certifications (e.g., CAIA) with a focus on alternative investments can be advantageous.
What we offer:- An exciting working environment and challenging tasks
- Extensive insight into the European fund industry
- Friendly, international and goal-oriented working environment
- High degree of independent work
- Varied work as part of a dynamic and ambitious company that has been established in the Grand Duchy of Luxembourg for 28 years
- An attractive remuneration scheme: Company Agreement, min. 34.5 days’ leave, meal vouchers, life and disability insurance, pension scheme, interest subsidies.
Apply now!Send your CV to career@universal-investment.com.
The recruiting entity here is Universal-Investment efa.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
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. -
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. -
Spontaneous Application
Universal-Investment is the largest independent investment company in the German-speaking world and market leader in Master KVGs and private label funds.
With its administration, insourcing and risk management services, the company focuses on the administration and structuring of funds, securities and alternative asset classes and offers complex risk management solutions.
Universal-Investment Luxembourg S.A., as a subsidiary of Universal Investment Gesellschaft mbH, is the leader among the licensed Luxembourg AIFM management companies (or AIFM ManCos) in terms of assets under management and ranks second in the field of so-called "Third Party ManCos”.
We owe our great success above all to the high level of commitment and enormous dedication of our employees.
Profiles we are interested in:
We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..
As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success.How to apply:
Please send your application and certificate of enrolment: career-lux@universal-investment.com
The recruiting entity here is Universal-Investment-Luxembourg S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email career-lux@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
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Accounts Payable Accountant - German Speaker / Senior
Grow with us! We are seeking a detail-oriented and proactive AP Accounting Specialist to join our team. In this role, you will play a key part in managing fund accounting processes, payment operations, and reconciliation tasks. Additionally, you will be responsible for receiving and implementing knowledge transition from another location, ensuring a smooth integration of processes into our team.
Your tasks and responsibilities:
- Manage and oversee the booking of invoices in SAP or XENTIS systems, ensuring accuracy and timeliness.
- Lead the proactive and independent processing of incoming invoices, payment instructions, approvals, tracking, bookings, and payment runs.
- Address and resolve complex inquiries and complaints related to payment processes, acting as an escalation point for the team.
- Supervise and ensure accuracy in payment processing, supporting fund accountants in their day-to-day responsibilities.
- Oversee reconciliation activities with custodians and monitor budgets and liquidity, providing actionable insights.
- Collaborate on and lead the professional and technical development of the team and assigned tasks.
- Propose and implement process improvements to enhance efficiency and accuracy in fund accounting operations.
- Mentor junior team members, fostering skill development and knowledge sharing within the team.
- Drive the knowledge transition process, including:
- Leading training sessions with the outgoing team at the originating location.
- Developing detailed process documentation and best practices for the local team.
- Ensuring a seamless transfer of responsibilities, tools, and systems.
- Acting as the primary point of contact for process clarifications, system issues, and troubleshooting during and after the transition phase.
Your skills and experience:- Previous experience in accounting, particularly in fund accounting or accounts payable, preferably on senior position
- Strong expertise in German VAT law and accounting regulations is highly preferred.
- Advanced MS Office skills, with proficiency in SAP or similar ERP systems is a strong advantage.
- Very good English & German language skills.
- Proven experience in leading knowledge transitions or process migrations is a strong advantage.
- Exceptional problem-solving and decision-making skills, with the ability to handle complex situations independently.
- Excellent communication skills, with a track record of guiding team members.
- A proactive mindset with the ability to identify opportunities for process improvement and lead change initiatives.
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. -
Application Analyst
Grow with us! We are currently looking for a colleague to join our company as a Application Analyst.
Your tasks and responsibilities:
- Understanding of the applications functionality
- Complete understanding of business and operational processes and services delivered through the platform
- Parameterization of the platform during the life cycle of the funds/products
- Upstream data collection and feed into system
- Preparation, execution and testing of the applications for new system releases
- First point of contact for technical support for ops teams
- Documentation maintenance on applications’ functional specificities and validation with stakeholders, quality service to the operational department with regards to technical maintenance and support tasks
- Regular data sanity check and quality check on the platforms.
Your skills and experience:- Experience in a similar position (application/data management environment) or candidate with accounting background interested in applications and process design;
- Robust understanding of Private Equity/Real Estate investment vehicles and their structure (fund, portfolio, investors);
- Understanding of relevant fund documents during live cycle of the fund;
- Excellent time and self management skills, ability to prioritize in multitask environment to meet deadlines;
- Strong analytical and communication skills;
- Self motivated to work on improvements and process efficiency;
- Experience with FIS Private Capital Suite ( fka Investran ) or eFront would be an
- asset;
- IT skills for data management will be considered as advantage (advance
- Excel/Power Query, SQL commands/SSRS Reporting/Tableau);
- Fluent in English. German/French is an asset.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is 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. -
Data Architect
Grow with us! We are currently looking for a colleague to join our company as a Data Architect.
Your tasks and responsibilities:
- Support the digital evolution towards data solutions platform
- Conception of modern analytics platform architectures - from the first discussions about functional definitions to the technological implementation on premise and in the cloud
- Identification of data use cases and classification of suitable technologies considering customer specifics
- Transfer of on-premise analytics landscapes into modern cloud analytics platforms
- Ability to support data governance approach
- Supervision of internal analytics projects and guidance of motivated data engineers
Your skills and experience:- You have a Bachelor's or Master's degree in computer science or similar
- You have a deep understanding of analytics landscapes to select the right best practice technology to a use case
- Due to your many years of experience, you can look back on a wealth of experience and a deep understanding of the Big Data ecosystem (Kafka, Hive, Flume, Spark, etc.) or Cloud Analytics Services (Azure, AWS, GCP, Snowflake)
- Your knowledge of cloud software engineering enables you to provision native cloud landscapes efficiently and automatically to develop use cases with PaaS components
- You coordinate teams and you are happy to transfer your knowledge to motivated colleagues
- You are interested in project business through regional and international projects
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Compliance Analyst / Senior
Grow with us! We are currently looking for a colleague to join our Corporate Compliance Team that is a part of our Risk Operations.
Your tasks and responsibilities:
- Supporting in executing cross-divisional risk analysis in the areas of AML, OCA and Sanctions. Thereby conducting comprehensive, ongoing and forward-looking assessments of the firm´s AML, OCA and Sanctions risks.
- Support in establishing and conducting AML, OCA and Sanctions monitoring plans. Ensuring an on-time plan execution throughout the year.
- Conducting, independently, detailed audit-like testing activities (monitoring activities) on the internal control system. Thereby, evaluating the design and operating effectiveness of key controls in the control environment and detailed analysis of completeness/ accuracy / quality of data.
- Coordination of activities/tasks to defend against and deal with white-collar crime, including procedures to ensure risk-bearing capacity and the establishment of internal control procedures.
- Responsibility for internal projects and workshops on fraud prevention and the implementation of new fraud regulations.
- Carrying out regular training measures and updating the training documents and, if necessary, the content of web-based fraud prevention training.
- Cooperation and contact maintenance with internal audit and other control units (e.g. Data Protection Officer, Information Security Officer, Corporate Risk).
Your skills and experience:- Proofed first professional experience in the field of compliance or Audit, preferably in a capital management company
- Completed bachelor's and/or master's degree in economics, finance or comparable subjects
- Confident handling of MS Office
- Very good knowledge of English, other European languages an advantage
- Strategic, conceptual and independent way of working
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 Security Officer
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Your tasks and responsibilities:
- Perform controls and reviews to ensure and validate conformity with defined security standards and framework NIST, ISO 27001
- Manage or participate in technical projects to improve IT security
- Perform IT security assessments and recommendations related to technical and functional IT projects
- Ensure risks are identified, assessed, mitigated and controlled,
- Ensure control preparedness and effectiveness as part of the external audit (ISAE 3402, SOC 1 report) ensuring IS programs are audit ready,
- Appropriately assess risk when business decisions are made and drive compliance with applicable regulations,
- Lead security investigations and coordinate the security incident management process
- Participate to oversight and due diligence processes,
- Coordinate the DRP testing and manage BCMS improvement,
- Lead internal communication and awareness regarding IT security and risk mitigation
- Maintain IT security solutions such as, but not limited to: IAM; PAM, DLP, Vulnerability scanner etc.
Your skills and experience:- Bachelor’s or master’s degree in computer sciences
- 10+ years of relevant experience in the area of IT Security, Risk Management etc.
- Have a solid understanding of Information Security, Risk Management processes ISO 27005,
- Proactive, independent and pragmatic team-player with a solution-oriented mindset;
- Excellent communication and analytical skills, high ability to provide timely and accurate Information
- Ability to focus on information value and make complex data understandable for a non-technical audience.
- Good knowledge of risk analysis framework
- Fluent English speaking skills. French would be an asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - Corporate Actions & Income / Senior
Grow with us! We are currently looking for a colleague to join our Corporate Actions & Income Team that is a part of our Core Fund Accounting Department within Operations.
Your tasks and responsibilities:
- recording and posting of income payments (including dividends, coupons, interest, withholding tax refunds and payments in connection with term loans and class action)
- processing, controlling, and booking of existing commissions as well as monitoring of the corresponding incoming payments
- contacting with clients, custodians, and our Asset Managers for operational issues
- reconciliation of internal and external positions of bank accounts
- processing of SWIFT deliveries MT940 / 950
- taking part in process improvement initiatives and implementation of new processing services
- booking and controlling of share subscriptions/redemptions, transfers, and conversions
- responsibility for other daily processing services
- taking responsibility for receiving and integrating knowledge, tasks, and responsibilities being transitioned
- actively participating in training sessions, documentation reviews, and knowledge-sharing workshops to ensure full understanding of processes.
- ensuring all transferred knowledge is documented thoroughly for future reference and operational continuity.
- providing feedback on transition effectiveness and raising concerns to ensure smooth onboarding and minimal disruption to operations.
Your skills and experience:- experience in fund accounting area ideally from investment management company or custodian and/or in the securities accounting / income department of a bank
- previous experience with Asset Managers, different contracting parties, brokers,
- third party banks, transfer agents, etc.
- knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.);
- very good knowledge of MS Office and its applications
- very good English skills
- university degree in finance, economics or business management would be advantageous
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - Derivatives Senior
Grow with us! The objective of the Senior Fund Accountant for Derivatives and FX is to provide expert-level accounting support for derivatives ETD and foreign exchange transactions within investment funds. This role aims to ensure accurate and timely recording, reconciliation, and validation of highly complex financial instruments and transactions while driving process efficiency and operational improvements.
Your tasks and responsibilities:
- Full ownership of the control, processing, and booking of bilateral derivative and FX transactions across insourcing, outsourcing, and ETD processes, including oversight of junior team members’ work to ensure accuracy and adherence to deadlines. Mentoring and developing junior team members by providing technical expertise, feedback, and training to enhance overall team performance and technical competence.
- Supervising the entry, loading, and control of all transactions, including resolving discrepancies and managing exceptions. This includes overseeing the creation of derivative series, post-processing complex transactions, and ensuring system integrity in all interfaces.
- Comprehensive management of lifecycle business transactions (expiry, exercise of options, dividends, resets, fixings, defaults) with responsibility for identifying and mitigating operational risks.
- Advanced quality assurance, including reconciliation of fund accounts, ensuring compliance with EMIR and other regulatory requirements, and driving initiatives to enhance audit readiness.
- Taking a leading role in the knowledge transition process, including receiving and integrating new tasks, processes, and workflows from FRA to ensure a seamless handover. This involves creating documentation, refining processes, and ensuring proper alignment with local teams.
- Acting as a point of escalation for complex issues related to depositories and clearers, managing high-level complaints, and facilitating resolutions involving multiple stakeholders. Establishing and maintaining regular contact with advisors, asset managers, and external auditors to address escalated complaints and ensure delivery formats meet evolving market standards.
- Proactively driving process improvements, including the implementation of automation tools, streamlining workflows, and minimizing manual interventions. Providing expert guidance to internal teams, resolving advanced SP queries, and ensuring seamless communication between departments.
- Managing the onboarding of new processes and tasks as part of the transition, ensuring operational continuity, identifying gaps, and proposing solutions to optimize efficiency.
Your skills and experience:- University degree in Finance, Economics, Business Administration, or a related subject is advantageous, or relevant work experience will be considered.
- Solid understanding of accounting principles and standards, particularly in relation to derivatives and FX transactions
- Proven experience in fund accounting or investment operations, with a focus on derivatives and FX
- Previous experience with Asset Managers, different contracting parties, brokers, third party banks, transfer agents, clearers, etc.
- Knowledge of different investment products/ finance instruments (derivatives, swaps, securities, loans, funds, fixed deposits, etc.)
- Excellent attention to detail and organizational skills, with the ability to prioritize tasks and meet deadlines.
- Very good knowledge of MS Office and its applications
- Very good English skills, German would be advantageous
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - Fees / Senior
Grow with us! Join a dynamic and collaborative team in our Fees Processing Team, a key part of our Fund Accounting Department. As a senior team member, you will take on greater responsibility, overseeing critical tasks, mentoring team members, and playing a significant role in process migrations and optimization.
Your tasks and responsibilities:
- Manage and oversee the comprehensive processing of invoices related to custody fees, audit invoices, and other fund-related costs, ensuring accuracy and compliance.
- Supervise the review and monitoring of individual transactions and fund accounts, providing actionable insights and recommendations.
- Act as a point of escalation for resolving complex complaints and queries in collaboration with custodians, asset managers, and internal units.
- Lead the implementation of new projects, ensuring alignment with company goals and successful execution.
- Drive the design and optimization of processes, participate in working groups, and spearhead initiatives to improve operational efficiency.
- Provide mentorship to junior team members, fostering knowledge sharing and professional development.
- Ensure timely and accurate delivery of reports, tax-related tasks, and annual financial statements in collaboration with internal departments.
- Proactively identify and implement opportunities for continuous improvement across all accounting processes.
- Take a part in knowledge transition from another location:
- Coordinate training sessions with the outgoing team to understand and document processes.
- Develop comprehensive workflows and best practices to ensure seamless knowledge transfer.
- Oversee the integration and stabilization of transferred processes, ensuring continuity and quality.
- Act as the primary point of contact for system setups, troubleshooting, and process clarifications during and after the migration phase.
Your skills and experience:- Previous professional experience in fund accounting, accounts payable, or a similar role, with a track record of taking on increasing responsibilities.
- Proven expertise in working with third parties, e.g. custodians, vendors, and auditors.
- Knowledge of investment products and financial instruments, such as securities, loans, funds, and fixed deposits.
- Experience in payment instructions and payment verification processes.
- Advanced proficiency in MS Office, particularly Excel, and familiarity with accounting systems like SAP or similar tools.
- Demonstrated experience in knowledge transfers or process migrations, including training and integration phases.
- Strong problem-solving, decision-making, and leadership skills, with the ability to handle complex situations independently.
- Exceptional communication skills in English (written and spoken); knowledge of additional languages is an asset (German).
- A proactive and innovative mindset, with the ability to drive change and optimize processes effectively.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - NAV
Grow with us! We are currently 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 (good French language skills will be an asset)
- 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. -
Fund Accountant - Private Equity
Grow with us! We are currently looking for a colleague to join our Private Assets Accounting Team.
Your tasks and responsibilities:
- Preparation of various calculations e.g. expenses, waterfalls and others
- Preparation of NAV calculations and NAV reporting package, tax reporting and regulatory reporting when required
- Investigating discrepancies and ensuring strong internal controls
- Reconciliation of cash, portfolio and other balances
- Preparation of audit files and support external audit requirements
- Primary contact for clients on operational topics and NAV sign-off
- Interaction with internal departments within Private Assets Services and other internal stakeholders
- Participate in training of more junior team members on operational topics
- Other project related responsibilities, including process development and improvements
Your skills and experience:- Previous professional experience in the fund industry with experience in NAV process. Experience in private equity or real estate funds would be desirable.
- University degree in Finance, Economics, or equivalent would be an asset
- Very good English language skills
- Excellent communication and interpersonal skills
- Very good time management and analytical skills
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is UI efa S.A.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accountant - Securities / Senior
Grow with us! We are currently looking for a colleague to join our Securities Processing Team that is a part of our Core Fund Accounting Department within Operations.
Your tasks and responsibilities:
- Comprehensive processing and booking of securities transactions, loans, securities lending transactions as well as overnight and time deposits
- Review and monitoring of individual transactions as well as quality assurance through control of bank accounts
- Processing of complaints and their clarification with custodians, asset managers and internal units
- Support in the processing of new fund projects as well as in the implementation of new products
- Collaboration in the design and implementation of new processes as well as their optimization and participation in internal projects and working groups
- Collaboration in the professional and technical development of the assigned tasks
- Taking responsibility for receiving and integrating knowledge, tasks, and responsibilities being transitioned
- Actively participating in training sessions, documentation reviews, and knowledge-sharing workshops to ensure full understanding of processes.
- Ensuring all transferred knowledge is documented thoroughly for future reference and operational continuity.
- Providing feedback on transition effectiveness and raising concerns to ensure smooth onboarding and minimal disruption to operations.
Your skills and experience:- Bank officer training or comparable training, supplemented where applicable by a university degree in banking studies or business management;
- Previous professional experience in the fund accounting department of an investment management company or custodian and/or in the securities accounting department of a bank;
- Knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.);
- Proficient in MS Office (in particular Excel) and conventional information systems;
- Very good knowledge of English (in writing and speaking);
- Very good knowledge of German (in writing and speaking).
- Very good communication skills, team oriented attitude
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accounting Supervisor - Securities
Grow with us! As a Team Supervisor, you will play a pivotal role in ensuring operational excellence, team collaboration, and the successful execution of tasks within the department. Acting as a strategic partner to both the team and leadership, you will oversee processes, maintain quality standards, and drive innovation in a fast-paced, results-oriented environment. Additionally, you will manage knowledge transition and lead the integration of new processes to support team development and adaptability.
Your tasks and responsibilities:
- Operational Excellence:
- Ensure all tasks within the group are completed accurately, on time, and economically.
- Guarantee adherence to organizational policies, work instructions, and job descriptions.
- Maintain smooth information flow within the department and across other business units to ensure seamless operations and strong collaboration.
- Leadership & Oversight:
- Provide clear direction and maintain a comprehensive understanding of team activities, priorities, and challenges.
- Monitor the quality of work, taking ownership to ensure standards are consistently met.
- Conduct regular reviews of team performance and output to maintain accountability and foster continuous improvement.
- Knowledge Transition & Process Integration:
- Facilitate the knowledge transition for new and existing team members, ensuring smooth onboarding and continuous learning.
- Lead the team in receiving and implementing new processes, ensuring proper documentation, training, and adaptation to changes.
- Collaborate with stakeholders to ensure new processes align with business goals and team capabilities.
- Issue Management & Escalation::
- Ensure timely escalation of critical issues to the team leader or relevant stakeholders.
- Handle complaints and ensure resolution through collaboration with custodians, asset managers, and internal units.
- Specialized Functions:
- Manage the processing and booking of securities transactions, loans, securities lending, overnight transactions, and time deposits.
- Oversee and ensure quality assurance in bank account controls and individual transactions.
- Support the launch and implementation of new fund projects and products.
- Process Optimization & Development:
- Collaborate on designing, implementing, and optimizing new processes to enhance efficiency.
- Participate in internal projects, working groups, and strategic planning initiatives.
Your skills and experience:- At least 5 years of professional experience in fund accounting at a capital management company or custodian and/or in securities processing at a bank
- Previous leadership experience
- Bank officer training or comparable training, supplemented where applicable by a university degree in banking studies or business management;
- Knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.);
- Proficient in MS Office (in particular Excel) and conventional information systems;
- Very good knowledge of English (in writing and speaking);
- Very good knowledge of German (in writing and speaking).
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised. -
Fund Accounting Team Leader - German Speaker
Grow with us! WTo realize our ambitious goals we are currently looking for a Team Leader to join the Corporate & Actions Team, part of the Operations Division (Core Fund Accounting). The exciting position combines hands-on daily business and building up team structure to cope with huge growth.
Your tasks and responsibilities:
- Lead, motivate and develop team members
- Build up team structure incl. capacity management, responsibilities
- Recording and posting of voluntary and obligated corporate action
- Processing & Instructions of subscriptions and redemptions of shares
- Processing and reconciliation of rebates, distributions, accounting interests, tax
- Quality assurance by checking and matching the internal and external items on the bank accounts and the internal accounts
- Processing and resolving complaints with the custodians, asset managers and internal units
- Processing and reconciliation of alternative investments (e.g. Loans, project finance, commitment based instruments)
- Support in processing new fund projects and implementing new products
- Cooperation in structuring, implementing and optimizing new processes
- Participation in internal projects and working groups
- Involvement in the specialist and technical development of the assigned tasks (incl. submitting proposals for improvement, concepts, carrying out tests and implementation measures in the systems, interfaces)
- Point of contact for custodians, asset managers, loan servicer, transfer agent, ManCo’s, insourcing clients, direct contact partner for internal and external auditors
Your skills and experience:- Bank officer training or comparable training, supplemented where applicable by a university degree in financial economics, business related areas
- Several years' professional experience in the fund accounting department of an investment management company or custodian and/or in the securities accounting department of a bank;
- Experience in Supervisor/Team Leader role in operations
- Strong management skills, ability to delegate tasks and to gain commitment of team member
- Ability to build trust and strong relationship management
- Ability to maintain a positive and professional work environment
- Excellent written and verbal communications skills
- Strong analytical skillset and attention to details, solution orientation
- Knowledge of different investment products / finance instruments (securities, loans, funds, fixed deposits, etc.);
- Very good knowledge of English and German (in writing and speaking);
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 Contract Management Senior Analyst
Grow with us! We are currently looking for a colleague to join our company as a Fund Contract Management Senior Analyst.
Your tasks and responsibilities:
- Steer and monitor fund lifecycle and maintenance tasks to ensure in-time and in-quality delivery, including sales documentation
- Strong collaboration and coordination of team’s tasks with other departments across company as well as with external parties such as Asset Managers, Depositories, Custodians, Counterparties and Financial Regulatory Authorities (BaFin)
- Ensure high communication standards and high level of customer satisfaction through fast and competent response to internal and external client inquiries and requests related to fund maintenance events
- Support internal and external clients in handling non-standard requests;
- Establish and maintain efficient and well documented processes as well as challenge and improve existing tasks;
- Define and provide ideas for improvements; execute proposed improvements as well as support automatization processes and initiatives
- Train others, create training plans and update process documentation;
- Participate and lead (if required) transitions/process change projects
- Assign tasks within the team (workload allocation)
Your skills and experience:- Fluent in German (B2/C1) and English (C1)
- University degree in law, business administration, finance, economics or related field of study
- Very good organisational skills
- Strong communication skills with the ability to discuss and align with clients and external partners
- Excellent analytical and problem-solving ability
- Service orientation, paired with a solution-oriented attitude
- Dedicated team player
- Understanding of the financial industry
- Finance/fund industry/product solutions/legal documentation experience
- Workload management experience
- Leading transitions/process change experience
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
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 company as an Information Governance Expert.
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 German speaking 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 Security Management Analyst / Senior
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 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 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. -
Risk & Compliance Analyst
Grow with us! We are currently looking for a colleague to join our Corporate Compliance Team that is a part of our Risk Department.
Your tasks and responsibilities:
- Support the Compliance Officer of Universal-Investment in maintaining the regulatory inventory in the Legal Regulatory Compliance Process, thereby monitoring the regulatory environment and ensuring the correct implementation and ownership of key legal and regulatory requirements.
- Support the development, implementation, and ongoing maintenance of the cross-divisional Compliance Risk Analysis.
- Preparation and delivery of training to stakeholders on the topics of Legal Regulatory Compliance Process, Risk Control Self-assessment, and the Compliance Risk Analysis.
- Advising on the creation and further development as well as organizational establishment of control procedures to avoid breaches of regulatory obligations, particularly those of the German Capital Investment Code (KAGB).
- Performing initial control assessment. Evaluation of the design and operating effectiveness of key controls in the control environment.
- Conducting, independently, detailed audit-like testing activities (monitoring activities and measures) on the internal control system. Thereby, evaluating the design and operating effectiveness of key controls in the control environment and detailed analysis of completeness / accuracy / quality of data.
Your skills and experience:- Proofed first professional experience in the field of compliance or audit, preferably in a capital management company or a bank
- Completed bachelor's and/or master's degree in law, economics, finance or comparable subjects
- Confident handling of MS Office
- Very good knowledge of English, other European languages an advantage
- Strategic, conceptual and independent way of working
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. -
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. -
Securities Valuation Specialist
Grow with us! We are currently looking for a colleague to join our Securities Valuation / Pricing Team.
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. -
Talent Acquisition Specialist - German Speaker
Grow with us! We are looking for a Talent Acquisition Specialist to join our Talent Management team and help us attract and recruit the best talent. In this role you will be responsible for full-cycle recruiting, ensuring that our hiring process runs smoothly and that we identify top candidates aligned with our company culture and objectives.
Your tasks and responsibilities:
- Taking responsibility for end-to-end recruitment processes: attracting, selecting, interviewing and hiring top talent in the market (from liaising with Hiring Managers for understanding the hiring needs until extending job offers);
- Develop and implement sourcing strategies to identify and engage passive candidates though different channels
- Ensure a positive and engaging candidate experience throughout the recruitment process
- Liaising with different recruitment service providers when needed (recruitment agencies, job boards, etc.)
- Reviewing job applications and referrals and creating a sustainable talent pipeline
- Ensure all hiring practices adhere to relevant employment laws and regulations
Your skills and experience:- Previous experience acquired in a similar position within in-house recruitment or recruitment agency (ideally recruiting for positions in the financial services area);
- A Bachelor’s Degree or equivalent qualification in Human Resources, Psychology Business Administration or related subject would be an asset
- Fluent English & German language skills
- Excellent hands-on experience in conducting end-to-end recruitment processes
- Outstanding communication and interpersonal skills
- Creative thinker and proactive problem solver
- A positive, “can do” attitude
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
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Spontaneous Application
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Luxembourg, Ireland and Germany. From here and from our offices in London, Krakow and Hamburg, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Profiles we are interested in:
- We are always looking for motivated, performance-oriented and entrepreneurial employees with focus on the investment fund market who will work with us to further shape the success of Universal Investment..
- As an investment company with a successful name and considerable growth potential, we have a lot to offer: a performance-related income including social benefits as well as a modern workplace. Personal development opportunities are directly influenced by your commitment and success
What we offer:
- A performance-related salary
- Flexible working hours
- Hybrid working model
- Modern workplace in a conveniently situated location
- Additional annual leave
- Travel allowance or tax saver ticket
- Pension plan
- Health insurance
- Life insurance
- Bike to work scheme
Apply now!Send your CV to careers_irl@universal-investment.com.
The recruiting entity here is Universal-Investment Ireland Fund Management LIMITED
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_irl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
Emails are currently circulating which purport to be from Universal Investment and are being sent to potential applicants worldwide. Please be advised that Universal Investment will always contact you via established jobboards or Linkedin profiles of our recruiters. Should you receive any emails, please ensure that they originate from the @universal-investment.com domain.