Universal-Investment-GmbH
60486 Frankfurt am Main - Deutschland
Fachberater/in - Finanzdienstleistungen
Arbeit
Vollzeit
ab 30.12.2025
Beschreibung
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, London, Paris, Stockholm and Singapore we continue to expand internationally.
**Your tasks and responsibilities:**
- Project lead for transactions... weiter lesen
**Your tasks and responsibilities:**
- Project lead for transactions... weiter lesen
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, London, Paris, Stockholm and Singapore we continue to expand internationally.
**Your tasks and responsibilities:**
- Project lead for transactions in Alternative Investments
- Coordination of due diligence and transaction activities across all involved internal departments and external parties
- Coordinating projects with multiple transfers, restructurings and contributions-in-kind or distributions-in-kind
- Managing of the transaction tools (SharePoint System), including configuration, documentation upload, ensuring data integrity and audit readiness
- Proactively identify control gaps and efficiency opportunities; design and implement cross-functional process improvements
- Create and maintain comprehensive documentation and policies describing the transaction process within the scope of the transaction team
- Lead talent development within the team: conduct interviews and oversee onboarding; foster a culture of accountability and collaboration; act as a mentor; allocate resources; set performance expectations
**Your skills and experience:**
- At least four years of professional experience in Alternative Investments and / or fund institution
- Successfully completed degree (1st and 2nd state examinations or master’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject)
- Experience in project management, process efficiencies, automation & standardization
- Quick learner with very good communication skills
- Ability to work independently
- Good interpersonal skills to network, communicate and interact with people internally and externally, solution oriented
- Client centric mindset and superior customer service focus SharePoint knowledge
- Fluency in German and English.
**What we offer:**
- An exciting working environment and challenging tasks
- Extensive insight into the European fund industry
- Friendly, international and goal-oriented working environment
- High degree of independent work
- An attractive remuneration scheme
**Your tasks and responsibilities:**
- Project lead for transactions in Alternative Investments
- Coordination of due diligence and transaction activities across all involved internal departments and external parties
- Coordinating projects with multiple transfers, restructurings and contributions-in-kind or distributions-in-kind
- Managing of the transaction tools (SharePoint System), including configuration, documentation upload, ensuring data integrity and audit readiness
- Proactively identify control gaps and efficiency opportunities; design and implement cross-functional process improvements
- Create and maintain comprehensive documentation and policies describing the transaction process within the scope of the transaction team
- Lead talent development within the team: conduct interviews and oversee onboarding; foster a culture of accountability and collaboration; act as a mentor; allocate resources; set performance expectations
**Your skills and experience:**
- At least four years of professional experience in Alternative Investments and / or fund institution
- Successfully completed degree (1st and 2nd state examinations or master’s degree or equivalent qualification in Finance, Economics, Business Administration or related subject)
- Experience in project management, process efficiencies, automation & standardization
- Quick learner with very good communication skills
- Ability to work independently
- Good interpersonal skills to network, communicate and interact with people internally and externally, solution oriented
- Client centric mindset and superior customer service focus SharePoint knowledge
- Fluency in German and English.
**What we offer:**
- An exciting working environment and challenging tasks
- Extensive insight into the European fund industry
- Friendly, international and goal-oriented working environment
- High degree of independent work
- An attractive remuneration scheme
Ref-Nr.: 8063568
Aktualisiert:
10.01.2026
Quelle: Bundesagentur für Arbeit
weitere Infos Rechtliche Hinweise zur Nutzung
Ob die Stelle noch verfügbar ist und weitere Informationen findest du direkt auf der Website der Bundesagentur für Arbeit. Bitte beachte: OPROMA ist nicht der Anbieter dieser Stelle und kann keine Auskünfte geben.
weitere Infos Rechtliche Hinweise zur Nutzung
Ob die Stelle noch verfügbar ist und weitere Informationen findest du direkt auf der Website der Bundesagentur für Arbeit. Bitte beachte: OPROMA ist nicht der Anbieter dieser Stelle und kann keine Auskünfte geben.
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