Senior Portfolio Analyst (m/f)
RéférenceA3Y34Z7HUM3I
LocalisationLuxembourg
Type de contratCDI
Description de l'entreprise
Description de l'offre
- Assist the Conducting Officer in charge of Portfolio Management in managing the portfolio activities of the AIFM for a wide range of investment strategies (private equity / real estate / infrastructure / debt / fund of fund / other type of investment strategies) in collaboration with the investment advisors
- Assist in the organization and participate in the AIFM investment committees
- Review the profile and business plan for potential investment opportunities, in compliance with the AIF’s risk profile and investment restrictions
- Perform ongoing monitoring of investments’ compliance with applicable regulations and AIF’s legal documents
- Perform ongoing monitoring on the portfolio management activities performed by investment managers, in case of delegation
- Perform initial and periodic due diligence on the delegated portfolio managers and investment advisors
- Prepare quarterly portfolio management reports for the Board meetings of the AIFs under management
- Assist in the preparation of the reports for the senior management and Board meetings
- Assist in drafting and reviewing of internal policies and procedures in relation with the portfolio management of the AIFM
- Support in the daily oversight of the marketing & distribution activities (including performing due diligence for the distribution delegates and marketing intermediaries, etc)
- Support in maintaining the marketing & distribution activities oversight and marketing related policies, procedures, processes, SLAs, etc. to ensure the compliance with the applicable regulations and the internal processes
- Perform ad-hoc tasks related to the portfolio management department of the AIFM
- Perform ad-hoc tasks to assist the growth of the business and ensure smooth running of daily activities
Profil recherché
- Degree educated in Economics, Finance, or equivalent
- Professional qualifications (CFA, CAIA…) would be considered as an asset
- At least 3 years of relevant working experience within a private equity / real estate asset manager or an AIFM
- Good knowledge and understanding of the Luxembourg fund industry and AIFM regulations
- Strong knowledge of private equity & real estate transactions
- Fluency in English is a must – French and/or German would be a plus
- Excellent communication and organizational skills
- Ability to multi-task
- Ability to work on own initiative and to be highly disciplined
Postuler à cette offre
¹ Les informations collectées par TRANSMAN International Consulting via ce formulaire font l’objet d’un traitement informatisé ayant pour finalité la gestion des fichiers de candidatures et du recrutement. Les informations marquées d’un astérisque sont obligatoires – leur non renseignement entraîne l’impossibilité de traiter la demande. Ces informations sont à destination exclusive des services de TRANSMAN International Consulting, de ses clients et éventuels sous-traitants agissant dans le cadre de la prestation. Les données seront conservées pendant les durées nécessaires aux finalités pour lesquelles elles seront traitées, précisées dans notre Politique de protection des données.
Conformément au Règlement (UE) 2016/679 relatif à la protection des données à caractère personnel, vous disposez d’un droit d’accès, de rectification, de suppression et d’opposition pour motifs légitimes, en adressant votre courriel avec pièce d’identité à rgpd@transman-consulting.com.
