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Client Solutions Analyst

Hays Poland

Kraków, małopolskie

Hays Poland

Client Solutions Analyst

Kraków
Client Solutions Analyst
Kraków
NR REF.: 1137447

For 50 years now, Universal Investment have been one of the pioneers of the investment sector and, with € 406 billion of assets under administration and over 700 employees, are the largest independent investment company in the German-speaking countries.

For our customers, we are creating clear added value from Frankfurt am Main, Luxembourg and Cracow with around 400 asset managers worldwide.


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
    • Managing of static data changes
    • Creation of fund related documents
    • Class Action support
    • Proxy Voting support
  • Acting as central touchpoint 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

Your qualification:
  • 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
  • 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
  • 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;
  • 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 practiced. 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.


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.
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