Transaction Manager AIS

Universal-Investment; Frankfurt; Vor Ort; EUR 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

Exciting working environment

Flexible working time

Home office arrangements

Friendly international team

Zusammenfassung

A leading fund services platform in Frankfurt seeks an experienced professional for project lead roles in Alternative Investments. The ideal candidate will have at least two years of experience within fund institutions and must hold a relevant bachelor's degree. Strong skills in project management, as well as fluency in both German and English, are essential. This position promises a challenging environment with opportunities for independent work and flexibility in working arrangements.

Qualifikationen

• At least two years’ professional experience in Alternative Investments or funds institution.
• Experience in project management and process efficiencies.
• Good interpersonal skills to network and communicate effectively.

Aufgaben

• Lead transactions in Alternative Investments.
• Coordinate due diligence and transaction activities.
• Manage transaction tools and ensure data integrity.

Kenntnisse

Project management

Process efficiencies

Automation & standardization

Fluency in German

Fluency in English

Interpersonal skills

Ausbildung

Bachelor's degree or equivalent qualification in Finance, Economics, Business Administration

Tools

SharePoint

Jobbeschreibung

Overview

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, London, Paris, Stockholm and Singapore we continue to expand internationally.

Responsibilities

• Project lead for transactions in Alternative Investments
• Coordination of due diligence and transaction activities across all involved internal departments and external parties
• Coordinating projects with multiple transfers, restructurings and contributions-in-kind or distributions-in-kind
• Managing of the transaction tools (SharePoint System), including configuration, documentation upload, ensuring data integrity and audit readiness
• Proactively identify control gaps and efficiency opportunities; design and implement cross-functional process improvements
• Create and maintain comprehensive documentation and policies describing the transaction process within the scope of the transaction team

Qualifications

• At least two years’ professional experience in the Alternative Investments and / or funds institution
• Successfully completed degree (1st and 2nd state examinations bachelors’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject)
• Experience in project management, process efficiencies, automation & standardization
• Quick learner with very good communication skills
• Ability to work independently
• Good interpersonal skills to network, communicate and interact with people internally and externally, solution oriented
• Client centric mindset and superior customer service focus SharePoint knowledge
• Fluency in German and English.

Benefits

• 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
• Attractive home office arrangements and working time flexibility