Investment Controlling Specialist with German
Kraków Investment Controlling Specialist with German
Kraków
NR REF.: 1112052
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.
Key Responsibilities / Accountabilities
Monitoring of compliance with investment limits and, if necessary escalation and surveillance of reduction of identified breaches
This is:
a… daily limit checks for all UI and assigned insourcing mandates
b… surveillance of reduction of identified breaches incl. escalation procedure
c… contacts with asset managers, portfolio managers and custodians
d… legal and internal reporting concerning investment limits
e… quality assurance of ongoing processes
Qualifications, Experience/ Skills and Key Competencies
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.
Kraków
NR REF.: 1112052
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.
Key Responsibilities / Accountabilities
Monitoring of compliance with investment limits and, if necessary escalation and surveillance of reduction of identified breaches
This is:
a… daily limit checks for all UI and assigned insourcing mandates
b… surveillance of reduction of identified breaches incl. escalation procedure
c… contacts with asset managers, portfolio managers and custodians
d… legal and internal reporting concerning investment limits
e… quality assurance of ongoing processes
Qualifications, Experience/ Skills and Key Competencies
- Master’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject
- Experience in a similar position (KVG or custodian)
- Excellent knowledge of European investment regulations (i.e. Germany, Luxemburg, Austria) and understanding of enabling technology typically used within a financial services organization
- Outstanding interpersonal skills to communicate
- Ability to flawless working even under high load and time pressure
- Fluent in English
- Good German language skills
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.
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