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. -
Operational and ICT Risk Manager
Grow with us! We are currently looking for a colleague to join our Risk Controlling Department in Luxembourg.
Your tasks and responsibilities:
- Maintain the Operational Risk Management Framework in collaboration with the Group Enterprise Risk Management Function
- Analyze incidents/loss events occurred at operational processes together with the incident/loss originator
- Perform lessons learned with the incident/loss originator to avoid re-occurrence of loss events
- Assist the departments in performing the Risk & Control Self Assessments (RCSAs) and in defining risk mitigating controls and measures
- Review the results of the Risk & Control Self Assessments (RCSAs)
- Advising internal stakeholders in Operational Risk related questions
- Maintain the ICT Risk Management Framework in collaboration with the Group ICT Risk Management Function
- Analyze operational ICT processes in relation to DORA and CSSF ICT risk related requirements
- Perform ICT risk assessments on the ICT assets
- Setting up and maintaining the ICT risk inventory
- Advising internal stakeholders in DORA and CSSF ICT risk requirements related questions
Your skills and experience:- Adequate professional training or university degree in Mathematics, Economics, or comparable studies
- Good knowledge of the entire fund business
- IT and process affinity
- Interest in dealing with the regulatory framework regarding operational risk and ICT risk
- Analytical and persistent with the eye for the detail
- Strong communication and collaboration skills
- Ability to work independently as well as team orientated
- Fluency in English and German is essential
What we offer:- Performance-related salary
- Flexible working hours
- Modern workplace in a conveniently-situated location
- Various personal development opportunities
- 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. -
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. -
Client Onboarding and Fund Lifecycle Coordinator
Grow with us! We are currently looking for a colleague to join our company as a Client Onboarding and Fund Lifecycle Coordinator.
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.
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
- Client oriented, solid communication skills
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is 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. -
CMDB Manager
Grow with us! We are currently looking for a colleague to join our company as a CMDB Manager.
Your tasks and responsibilities:
- Define goals, processes, and resources for the CMDB
- Design and update the CMDB data model
- Ensure accurate representation of IT resources and their relationships – you need to link it to other IT services
- Integrate the CMDB with other IT management tools and data sources
- Monitor the quality of data in the CMDB
- Conduct regular audits and data cleansing to maintain accuracy, currency, and reliability
- Create reports and perform analyses on IT configurations
Your skills and experience:- Experience in IT Service Management (ITSM) - vast experience in ITSM roles (configuration management, asset management, or change management).
- Experience with CMDB Tools: Hands-on experience with CMDB tools such as USU, or other similar platforms.
- Experience in Data Management: Proven experience in data modelling, data integration, and data quality management.
- Understanding of ITIL Framework: Comprehensive knowledge of ITIL practices, particularly around configuration management and service asset management.
- Ability to analyse complex data sets and derive meaningful insights
- Proficiency in identifying issues and implementing effective solutions
- Ability to work effectively with cross-functional teams, including IT operations, development, and business units.
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. -
Custodian Relationship Management Senior Analyst
Grow with us! We are currently looking for a colleague to join our company as a Custodian Relationship Management Senior Analyst.
Your tasks and responsibilities:
- Relationship management with depositories and other external partners
- Organization and conducting bilateral meetings with business partners
- Negotiating of Service Level Agreements
- Observation and analysis of daily business issues and support in finding solutions
- Supportng clients and internal departments in handling non-standard requests (e.g. commissions, new processes) and escalations
- Providing support for Class Actions
- Ensuring timely and qualified enquiry handling
- Establishing and maintaining efficient and well documented processes as well as challenge and improve existing tasks
- Supporting the Documentary Market Team
Your skills and experience:- Minimum 5 years of experience in the financial industry, either in a project management or an operational role
- Understanding of the investment fund business in Germany, Luxembourg and further fund domiciles
- Strong communication skills with the ability to discuss and align with clients and external partners in English and German
- Organizational and project management skills, incl. proven experience in project management and/or contract management is of advantage
- Excellent analytical and problem-solving ability
- Service orientation, paired with a solution-oriented attitude
- Dedicated team player
- Fluent in English and German language; any additional language is considered as 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/H/
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. -
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 - 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 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 Officer
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. -
Information Governance Officer - Data Protection
Grow with us! We are currently looking for a colleague to join our company as an Information Governance Officer - Data Protection.
Your tasks and responsibilities:
- Coordination of aspects regarding data protection processes together with the internal data protection coordinator, for the
- Maintenance of method register within the overall data protection organization
- Maintenance of data protection processes dealing with requests of consumers
- Supporting the data protection officer within the communication with the business units
- Continuous assessment and improvement of processes and tools for data protection
- Collaboration with functional units within the 1st-line-of-defense-organisation
- Preparation of data protection audits
Your skills and experience:- Master's degree or comparable qualification in economics or computer science related topics
- Vocational training as a Data Protection Analyst or comparable vocational training, supplemented where appropriate by corresponding course of studies
- Minimum 3 years of experience in 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. -
Infrastructure Test Specialist
Grow with us! We are currently looking for a colleague to join our company as an Infrastructure Test Specialist.
Your tasks and responsibilities:
- Planning, preparing and executing non-functional tests (performance, capacity, availability and failover) for critical infrastructure areas (Client/workspace solutions, data center infrastructure
- Designing and preparing infrastructure test scenarios and defining reusable test plans
- Supporting tests of End-user computing applications in terms of planning, preparing and organizing the tests with the actual business users
- Setting up, configuring and customizing test infrastructure based on Test Management demands
- Maintaining test infrastructure including shakedown tests after changes
- Preparing, executing and tracking testing activities for infrastructure-related changes (i.e. Patches, Vulnerability fixes)
- Maintaining and improved the test environment strategy, especially towards availability, completeness and cost efficiency
- Ensuring availability through coordination of requirements, conflicts and incidents together with the test management team and all infrastructure teams
Your skills and experience:- A Bachelor / Master degree (preferably in the area of Computer Science or related
- At least 3-5 years of experience in setting up and maintaining test infrastructure (MS Client/Server, database systems (MS SQL/Oracle), Microsoft Azure / hybrid data centers, ideally also knowledge of storage and server hardware)
- At least 3-5 years of experience in testing (functional test and non-functional test) within the Infrastructure or Application maintenance domain, preferably in the area of test coordination or test planning
- Knowledge of code repositories (Gitlab, Intune) and pipeline/deployment mechanisms
- Understanding of project management and reporting practices
- Good knowledge of regulatory requirements (BSI, KAIT, DORA, GDPR etc.)
- Fluency in English - both written and spoken
- Command of German language would be preferred
- Excellent communication and critical thinking skills.
- Good organizational skills and detail-oriented mindset
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. -
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. -
Lawyer
Grow with us! We are currently looking for a colleague to join our company as a Lawyer in Legal Governance Team.
Your tasks and responsibilities:
- You will be responsible for complex transactions of our funds. Your main tasks will be legal support for transactions in the areas of fund of funds including hedge fund strategies, debt, private equity, real estate and other real assets investments.
- Review of the corresponding contracts and the target documentation as well as the negotiations of side letters.
- Monitoring and reviewing transactions made by delegated portfolio managers.
- Ensuring a successful transaction you will coordinate and be the contact for our clients, external service providers and various regulatory authorities.
- Steering of legal and project topics
Your skills and experience:- You have successfully completed your legal studies.
- Three to five years’ professional experience in the investment fund industry, law or consulting firm.
- Strong capacity for team work, motivation, reliability, resilience and service-oriented approach.
- Organizational talent, personal initiative and ability to develop solutions independently.
- Fluency in English and German.
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH/H/
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. -
Tax Manager - Transfer Pricing / Senior
Grow with us! We are currently looking for a colleague to join our Corporate Tax Team that is a part of our Tax Department.
Your tasks and responsibilities:
- Ensure compliance with transfer pricing documentation requirements across all relevant jurisdictions
- Prepare and maintain transfer pricing documentations for all Ul Group entities in Germany and abroad
- Monitor transfer pricing-related legal and regulatory changes and support the implementation of any new reporting obligations such as CbCR and Pillar 2
- Develop and optimize Ul Group's transfer pricing system, including the creation of internal guidelines and the digitalization of relevant processes
- Oversee compliance in the day-to-day business, e.g., ensure that intercompany contracts are in place and intercompany services are correctly invoiced
- Act as the central contact for internal and external stakeholders and provide advice to other departments on all transfer pricing related matters
- Provide tax-related support for interdisciplinary projects, such as establishing new branches or managing cross-border restructurings
Your skills and experience:- 4-5 years of professional experience in transfer pricing and international tax, ideally in a tax consultancy, auditing firm, or corporate tax department
- University degree in business administration or law, preferably with a focus on tax
- Strong knowledge of relevant tax laws, in particular OECD transfer pricing regulations
- High level of commitment, motivation, communication skills, and a team-oriented mindset
- Fluent in English, German skills would be an asset
What we offer:- Private health care and travel insurance
- Life insurance
- Cafeteria Platform and sports package
- Company Pension Benefits – Employee Savings Plan
- Attractive Employee Referral Bonus Program
- Additional day off for charity
- Holiday subsidy („wczasy pod gruszą”)
- Internal German language lessons
- Possibility of working from home
Apply now!Send your CV to careers_pl@universal-investment.com.
The recruiting entity here is Universal-Investment-Gesellschaft mbH.
Click here to check our data protection notice.
Disclaimer for Recruitment Agencies: Universal Investment does not accept any CV’s received from recruitment agencies with whom terms and conditions have not been agreed and will not consider unsolicited CV’s or agree to pay any recruitment fee for them. This is applicable also for any CV that is submitted directly to our Hiring Managers.
If you are interested in becoming one of our preferred recruitment suppliers in the future, please email careers_pl@universal-investment.com, and we will be glad to keep your details under consideration once our PSL is revised.
-
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.