Investment Controller

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 growth goals we are currently looking for a Investment Controller to join our Operational Controlling, Investment Controlling team. We are responsible for all questions regarding the investment limit check of all our mandates.

Your Tasks and Responsibilities

  • Daily limit checks for all UI and assigned insourcing mandates
  • Surveillance of reduction of identified breaches incl. escalation procedure
  • Contact with asset managers, portfolio managers and custodians
  • Legal and internal reporting concerning investment limits
  • Quality assurance of ongoing processes

What you offer
As successful candidate, you will bring the following:

  • Master’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject
  • Experience on a similar position (KVG or custodian) or previous experience in Fund Accounting, Securities Operations, Compliance or similar field
  • Knowledge of European investment regulations would be an asset
  • Outstanding interpersonal skills
  • Detail-oriented with ability to work under pressure
  • Fluent in English, very good German language skills

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. #1164897
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Job Type
Bankowość & Usługi Finansowe
Finanse i Księgowość

Talk to a consultant

Talk to Katarzyna Skorupska, the specialist consultant managing this position, located in Kraków
Hays, al. Pokoju 5

Telephone: 123409460