Senior Fund Lifecycle & Compliance Lead

Universal-Investment; Kraków; On-site; PLN 140,000 - 200,000; Full time

Benefits offered by this job

Private health care

Travel insurance

Life insurance

Cafeteria Platform

Sports package

Pension benefits

Referral bonus

Charity day off

Job summary

Universal Investment in Kraków is seeking an experienced funds operations professional to steer and monitor fund lifecycle events, ensure timely quality delivery, and support non-standard client requests. You will collaborate across departments with asset managers, depositories and regulators, train teammates, and contribute to process improvements and automation initiatives.

This role requires German and English fluency, strong organizational and communication skills, and a client-oriented

Qualifications

• University degree in law, business administration, finance, economics or related field of study.
• Fluent in German (C1) and English (C1).
• Very good organizational skills.
• Strong communication skills with clients and external partners.
• Excellent analytical and problem-solving ability.
• Service orientation with a solution-oriented attitude.
• Dedicated team player.
• Understanding of the financial industry.
• Leading transitions/process change experience.

Responsibilities

• Steer and monitor fund lifecycle events and maintenance tasks to ensure timely and high-quality delivery.
• Coordinate with Asset Managers, Depositories and regulators to ensure compliance and smooth operations.
• Respond promptly to internal and external client inquiries and requests to maintain high satisfaction.
• Support clients in handling non-standard requests and improve processes.
• Define improvements and support automation initiatives; train others and update process documentation.
• Participate in transitions/process change projects and lead them when required.
• Assign tasks within the team and back up Team Lead for KPI reporting and escalations.

Skills

German (C1)

English (C1)

Organizational skills

Communication skills

Analytical skills

Team player

Financial industry knowledge

Leadership / transitions

Education

University degree in law, business administration, finance, economics or related field

Job description

Universal Investment in Kraków is seeking an experienced funds operations professional to steer and monitor fund lifecycle events, ensure timely quality delivery, and support non-standard client requests. You will collaborate across departments with asset managers, depositories and regulators, train teammates, and contribute to process improvements and automation initiatives.

This role requires German and English fluency, strong organizational and communication skills, and a client-oriented