Client Solutions Analyst - Securities
Kraków Client Solutions Analyst - Securities
Kraków
NR REF.: 1118905
Universal-Investment is the largest independent investment company in the German-spoken Europe and market leader in the areas of master-KVG 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”. The position is acting between the Sales and Relationship Management Team and the operational units. Currently we have a permanent vacancy of a qualified Client Solutions Analyst.
Your challenge:
What we offer:
Employees at our company are encouraged to work independently, show commitment and be supportive. In our company, creativity and team spirit are actively practised. We offer our employees both personal and professional training opportunities and promote the individual strengths of each individual. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary including the social benefits of the banking sector and flexible working hours. Your personal development opportunities are directly influenced by your commitment and your success
Kraków
NR REF.: 1118905
Universal-Investment is the largest independent investment company in the German-spoken Europe and market leader in the areas of master-KVG 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”. The position is acting between the Sales and Relationship Management Team and the operational units. Currently we have a permanent vacancy of a qualified Client Solutions Analyst.
Your challenge:
- Steering and monitoring of dedicated tasks within the change process of institutional and retail funds in order to ensure in-time and in-quality delivery for: - Account opening process for cash and securities accounts in interaction with Universal Investments Custodians
- Acting as central touch-point in the area of Collateral Management (incl. Contract Management and alignment with involved counterparts)
- Strong collaboration with the Securities Product Solutions Team
- Support clients and internal departments in handling non-standard requests (e.g. commissions, new processes)
- Ensuring timely and qualified enquiry handling
- Establish and maintain efficient and well documented processes as well as challenge and improve existing tasks
- The Client Solution Analyst is a key position with significant responsibility and interaction with clients, internal departments and external partners
- Managing of static data changes
- Creation of fund related documents
- Class Action support
- Proxy Voting support
- Excellent university degree in business administration, economics, or related field of study
- Minimum 2 years of experience in the financial industry, either in a project management or an operational role
- Organisational 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 - Understanding of the investment fund business in Germany, Luxembourg and further fund domiciles (e.g. EMIR regulation, securities services, etc.)
- Service orientation, paired with a solution-oriented attitude
- Dedicated team player
- Fluent in English in word and writing; German language of advantage; 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 our company, creativity and team spirit are actively practised. We offer our employees both personal and professional training opportunities and promote the individual strengths of each individual. As a company with a successful name and considerable growth potential, we have much to offer: a performance-related salary including the social benefits of the banking sector and flexible working hours. Your personal development opportunities are directly influenced by your commitment and your success
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