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Universal-Investment

Data Analyst

Universal-Investment
Poland · Full-time · Mid-Senior

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, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.


The main objective of the position is to cover operational tasks around PCS and DDX platform primary parameterisation and data feed to perform further tasks by downstream teams. The person will also participate in various projects related to alternative platform development and automation of upstream/downstream processes.



Your tasks and responsibilities:


  • Work with data and data analysis required for services operated via Private Asset platform Investran;
  • Collecting data from various sources for investors, funds and portfolios;
  • Digitalizing and normalizing data collected and injection to Investran;
  • Management of supporting documents and storage in Investran;
  • Close working with BA and IT in PAS Design team for data management process efficiencies.


Your skills and experience:


  • Experience in a similar position (data management environment); experience with Investran or eFront would be an asset;
  • Robust understanding of investment vehicles and their structure (fund, portfolio, investors);
  • Understanding of relevant fund documents during live cycle of the fund;
  • Excellent time and self-management skills, ability to prioritize and multitask to meet deadlines;
  • Strong analytical and communication skills;
  • Self-motivated to work on improvements and process efficiency; IT skills for data management will be considered as advantage (advance Excel/Power Query, SQL commands/SSRS Reporting);
  • Fluent in English. German/French is an asset.


What we offer:


  • Private health care and travel insurance
  • Life insurance
  • Cafeteria Platform and sports package
  • Company Pension Benefits – Employee Savings Plan
  • Attractive Employee Referral Bonus Program
  • Additional day off for charity
  • Holiday subsidy („wczasy pod gruszą”)
  • Internal German language lessons
  • Possibility of working from home


The recruiting entity here is UI efa S.A.

Key Skills

Ranked by relevance

data analysis storage sql ui
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Posted
Jun 01, 2025
Type
Full-time
Level
Mid-Senior
Location
Cracow

Industries

Financial Services

Categories

Finance Analyst

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