FX & Derivatives Middle Office Expert

Universal-Investment; Kraków; On-site; PLN 80,000 - 120,000; Full time

Benefits offered by this job

Private health care

Travel insurance

Pension benefits

Referral bonus

Job summary

Universal Investment in Kraków is expanding its team to support fund services and ManCo operations. The role focuses on middle-office tasks, settlement, and trade verification within an international team.

We seek candidates with a strong background in investment operations, fund accounting, and fluent English. Proficiency with Bloomberg and MS Excel is highly regarded; teams work on process optimization and project implementations.

Qualifications

• Several years of professional experience in investment management operations or banking operations, preferably in Middle Office or Fund Accounting.
• University degree in economics, accounting, or finance is preferred.
• Knowledge of investment products and financial instruments (securities, loans, funds, deposits).
• Proficient with MS Office, especially Excel, and common information systems.

Responsibilities

• Settlement of OTC and FX transactions.
• Verify trade confirmations and handle Contract Management.
• Investigate and resolve discrepancies.
• Coordinate instructions for Advisory & Outsourcing - Middle Office tasks (OTC, FX, money market).
• Manage accounting up to formation of a legal position within order matching framework.
• Support new fund projects and implementation of new products.

Skills

Middle Office Experience

Fund Accounting

MS Office (Excel)

Bloomberg

English Proficient

Team Player

Attention to Detail

Education

University degree in economics/finance

Tools

Bloomberg Terminal

Job description

Universal Investment in Kraków is expanding its team to support fund services and ManCo operations. The role focuses on middle-office tasks, settlement, and trade verification within an international team.

We seek candidates with a strong background in investment operations, fund accounting, and fluent English. Proficiency with Bloomberg and MS Excel is highly regarded; teams work on process optimization and project implementations.