Client Solutions Analyst

360° Competence 100 % Efficiency
Universal-Investment is the largest independent investment management company in the German-speaking part of Europe and the market leader in the areas of Master-KVG services and private label funds.

With its administration, insourcing and risk management services, the company focuses on the administration and structuring of funds, securities, real assets as well as alternative asset classes and offers complex risk management solutions.

To achieve our ambitious goals we are looking for you to support our “Securities Product Solutions Team”. In this role you will mediate between the Sales and Relationship Management Team and the operational units. Currently we have a vacancy for a qualified Client Solutions Analyst.

Your challenge:
  • Steering and monitoring of projects for institutional and retail funds in order to ensure in-time and in-quality delivery
  • Creation of fund related documents
  • Issuing and changing fund related investment guidelines
  • Support of on- and offboarding of Asset Managers / Advisors
  • Managing of static data changes, i.e. fee adjustments, data provider services
  • Collaboration within the department and across company
  • Support clients and internal departments in handling non-standard requests
  • Provide ideas for processes improvement, document processes if required

Your qualification:
  • Excellent university degree in business administration, finance, law, economics or
  • related field of study
  • Minimum 3 years of experience in the financial industry, either in a project management or an operational role
  • Organizational and project management skills, incl. proven experience in project management and/or contract management is of advantage
  • 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
  • Fluent in English in word and writing; German on B2/C1 level; any additional language is considered as an asset

What we offer:
Employees at our company are encouraged to work independently, show commitment and be supportive. In return, our company acknowledges performance, supports creativity and team spirit and promotes further training. As a company with a successful name and considerable growth potential, we have much to offer: a performance related salary, flexible working hours and a modern workplace in a conveniently situated location. Your personal development opportunities are directly influenced by your commitment and your success.

By pressing the ‘Apply’ button the Candidates are applying to Hays recruitment agency which provides its services to Universal investment Branch in Kraków. The applications of Candidates meeting the Universal Investment requirements will later be forwarded to Universal Investment for further recruitment. #1163801
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Rodzaj pracy
Bankowość & Usługi Finansowe
Obszar specjalizacji
Finanse i Księgowość
Nr ref.:

Skontaktuj się z konsultantem

Skontaktuj się Dorota Staniczek, Konsultant odpowiedzialny za tę rekrutację, znajduje się Kraków
Hays, al. Pokoju 5

Telefon: +48122904485

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