Grow with us! We are currently looking for a motivated colleague to join our AIS Fund Management Team, part of our Alternative Investments & Structuring Department within Alternative Investment – Real Assets. In this dynamic front office role, you will engage directly with clients, discussing their investments and leading Alternative Investment transactions. You will manage various projects — including managing subscriptions to target funds, direct investments, restructurings, and transfers — while driving process improvements and ensuring compliance with our high standards. Your contributions will be essential in building strong client relationships and navigating complex investment scenarios.
Your tasks and responsibilities:
- Lead Client Engagement: Act as a key point of contact in the front office, engaging directly with clients to discuss their investments and tailor solutions to meet their needs.
- Manage Investment Transactions: Oversee and coordinate Alternative Investment transactions, including direct investments, restructurings, and contributions-in-kind, ensuring effective execution and compliance.
- Project Management: Manage various projects related to alternative investments, maintaining clear communication with internal teams and external partners throughout the process.
- Conduct Due Diligence: Collaborate with internal departments and external stakeholders to facilitate comprehensive due diligence efforts for all transactions.
- Drive Process Improvements: Analyze and recommend enhancements to existing processes, focusing on efficiency and effectiveness in transaction management.
- Prepare Documentation: Develop and maintain the necessary documentation related to transactions, ensuring clarity and compliance with regulatory requirements.
- Support Relationship Building: Foster and strengthen relationships with clients and stakeholders, providing exceptional service and support throughout the investment lifecycle.
Your skills and experience:
- At least 3 years of professional experience in Alternative Investments, at a Big Four firm or fund institution.
- Degree in Finance, Economics, Business Administration, or a related subject.
- Experience in project management and process structuring. ,
- Strong analytical skills and attention to detail in assessing investment opportunities and risks, with valuation experience considered a plus.
- Excellent negotiation skills to facilitate discussions with stakeholders and achieve optimal outcomes.
- Quick learner with excellent communication skills, able to present complex information clearly.
- Ability to work independently while also collaborating effectively with cross-functional teams.
- Strong interpersonal skills for networking, communication, and interaction with internal and external parties; solution-oriented and proactive.
- Client-centric mindset with a commitment to delivering high-quality service.
- Fluency in German and English.
What we offer:
- Performance-related salary
- Flexible working hours
- Modern workplace in a conveniently situated location
- Various personal development opportunities
- Pension scheme
- Lunch vouchers
- Corporate Benefits Program
About us
We are pioneers in the investment industry and market leaders for fund services and white label funds. Our clients, institutional investors and asset managers value our independence and the expertise we have gained from more than 50 years in the industry. Today we offer the full range of investment vehicles for all asset classes across international borders.
Universal-Investment aims to become the leading European fund service platform and Super ManCo for all asset classes and we are looking for individuals who share our core values: Trust & Engagement, Excellence & Expertise and Change
& Innovation.
Universal-Investment-Luxembourg S.A. is the leader among the licensed Luxembourg AIFM management companies (or AIFM ManCos) in terms of assets under management and is equally successful in the field of Third Party ManCos
Demo
Frankfurt,
Full Time