Client Onboarding & Fund Lifecycle Lead

Universal-Investment; Kraków; On-site; PLN 120,000 - 180,000; Full time

Benefits offered by this job

Private health care

Life insurance

Cafeteria Platform and sports package

Company Pension Benefits – EmployeeSav

Job summary

Universal Investment in Kraków seeks an experienced operations professional to manage investment vehicle lifecycle events. You will coordinate onboarding/offboarding, liaise with management companies, banks, and clients, and drive timely, accurate event execution across internal teams.

The role requires a master’s degree in economics or finance and at least 5 years’ fund industry experience. English fluency is essential; French, Swedish, and German are a plus.

Qualifications

• Master degree in economics or finance (or equivalent).
• At least 5 years’ experience in fund industry; accounting, transfer agency functions are an asset.
• Knowledge of Private Asset fund industry is an asset.
• Good knowledge of Luxembourgish investment vehicle types and their operating mode; knowledge of Swedish and Irish markets is a plus.
• Fluency in English; French, Swedish and German are an asset.

Responsibilities

• Coordinate onboarding and offboarding with internal teams and external stakeholders.
• Participate in client calls and workshops to assess operational needs and provide guidance.
• Share updates in internal meetings and collect required information from stakeholders.
• Identify specifics of investment vehicle events and gather information to manage them.
• Review investment vehicle documentation (Prospectus, Articles of Incorporation, Board resolutions).
• Coordinate information gathering with external parties and liaise with other departments to ensure timely event integration.

Skills

Analytical thinking

Communication skills

Organised

Autonomous

Client oriented

Innovative thinking

Education

Master degree in economics or finance

Job description

Universal Investment in Kraków seeks an experienced operations professional to manage investment vehicle lifecycle events. You will coordinate onboarding/offboarding, liaise with management companies, banks, and clients, and drive timely, accurate event execution across internal teams.

The role requires a master’s degree in economics or finance and at least 5 years’ fund industry experience. English fluency is essential; French, Swedish, and German are a plus.