Principal, Fund Life Cycle Management(German speaker)

Universal-Investment; Kraków; On-site; PLN 140,000 - 210,000; Full time

Benefits offered by this job

Private health care

Travel insurance

Life insurance

Cafeteria Platform and sports package

Company Pension Benefits - Employee

Referral Bonus Program

Job summary

Universal Investment Group, a leading fund services provider, seeks an experienced professional in Kraków to steer team projects for institutional and retail funds. You will collaborate across departments and external parties to manage fund events, negotiate agreements, and drive process improvements while maintaining high client satisfaction.

Applicants should have a university degree in a related field, at least 3 years in finance, and fluency in German and English, with strong organizational

Qualifications

• University degree in law, business administration, finance, economics or related field.
• Minimum 3 years' experience in the financial industry.
• Fluency in German and English.
• Strong organizational and project management skills.
• Excellent communication and analytical abilities.
• Service orientation and a solution-minded attitude.
• Dedicated team player.

Responsibilities

• Steer and monitor team processes and projects for fund lifecycle events to ensure timely, high-quality delivery.
• Coordinate within the department and with external parties (Asset Managers, Depositories, Custodians).
• Prepare and negotiate contracts for fund events (Master Agreements, SLAs, Third Party Agreements).
• Provide fast, competent responses to client inquiries and requests related to team tasks.
• Support internal and external clients with non-standard requests.
• Establish and maintain efficient, well-documented processes and drive improvements.
• Identify improvement areas and support automation initiatives.

Skills

Project management

Contract management

Client coordination

Communication skills

Analytical thinking

German language

English language

Organizational skills

Team player

Education

Bachelor's degree or equivalent in law, business, finance, economics

Job description

Grow with us! Universal Investment Group is the leading third-party Super ManCo and fund services provider in Europe. For nearly 60 years, we have been providing innovative fund solutions for institutional investors and asset managers across all asset classes. With around EUR 1.5 trillion in assets under administration, we are the market leader in the DACH region and the largest AIFM in Luxembourg. From our core fund domiciles in Luxembourg, Ireland, and Germany, as well as our offices across Europe and Singapore, we are driving international growth and delivering technology-enabled fund services. To achieve this, we are looking for entrepreneurial-minded individuals who want to grow with us and benefit from it.

Your tasks and responsibilities:

• Steering and monitoring of team related process and projects for institutional and retail funds in order to ensure in-time and in-quality delivery for fund lifecycle projects: Asset Manager/Berater/Custodian/ Management Company change, Mergers, Changes of BAB/AAB (Terms and Conditions of Investment), Custodian and Management Company changes
• Strong collaboration and coordination of team related tasks within the department and across company as well as with external parties (Asset Managers, Depositories, Custodians);
• Preparing and negotiating all relevant contracts for fund events (e.g. Master Agreements for the Outsourcing of Portfolio Management Services, Service Level Agreements, Third Party Agreements)
• Ensuring a high level of customer satisfaction through a fast and competent response to internal and external client enquiries and requests with regards to team related tasks
• Support internal and external clients in handling some non-standard requests
• Establish and maintain efficient and well documented processes as well as challenge and improve existing tasks
• Define and provide areas for improvements and support their implementation as well as automatization processes and initiatives

Your skills and experience:

• University degree in law, business administration, finance, economics or related field of study
• Minimum 3 years' experience in the financial industry
• Fluency in German and English
• Organizational and project management skills, incl. proven experience in project management and/or contract management
• 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

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