Portfolio Manager (m|f|x) Frankfurt

Universal Investment is a pioneer in the investment industry and has been successful in the market since 1968. Our DNA is rooted in one-stop fund services—independent and forward-thinking. This enables us to create reliable opportunities for institutional investors and fund sponsors.

What sets us apart? We have always been independent of corporate groups, standing for a high degree of transparency and expertise, as well as compelling, innovative business models.

As the market leader in private-label funds and as a master asset management company (KVG), we operate in the three most important European fund jurisdictions: Germany, Luxembourg, and Ireland. We offer our clients the full spectrum of investment vehicles across all asset classes. We manage over one trillion euros in fund assets.

Our goal: To become the leading European fund service platform and Super ManCo for all asset classes. More than 1,700 employees are working toward this goal at our offices in Frankfurt am Main, Luxembourg, Dublin, London, Paris, Stockholm, and Kraków.

We continue to expand and are actively seeking new colleagues. Simply get in touch with us and become part of our success story!

Tasks

• Effectively and responsibly manage investment portfolios to achieve the specified objectives and goals while ensuring compliance with the investment strategy of the mandate.
• Conduct pre-investment due diligence on target alternative investments (review of investment documentation, decision-making, communication with relevant counterparties, and record retention).
• Monitor investments throughout their life cycle: manage liquidity and track their status and performance.
• Conduct initial and periodic due diligence on investment advisors, asset managers, and fund managers.
• Contribute to portfolio management-related projects and perform mandate-specific tasks (reporting, planning).
• Support changes to processes and procedures; collaborate on projects and new products.

Profile / Your qualification / Your personality

• Two or more years of experience in alternative investments is an advantage. Prior experience with direct investments (investment management, valuation, audit) is appreciated.
• Master’s degree or equivalent qualification in finance, economics, or business administration. CFA or CAIA certification is a plus.
• Good understanding of financial markets and knowledge of financial instruments.
• Highly competitive, quick learner with strong communication skills. Client-focused and team-oriented mindset, able to work independently and with a solution-oriented approach.
• Experience in project management, process optimization, automation, and standardization.
• Fluency in English. German is a plus.

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Location

Europa Allee 92, DE-60486 Frankfurt