Trainee - Portfolio Management (6 Months)

il y a 2 semaines


Luxembourg Apex Group Temps plein

Trainee - Portfolio Management (6 months)

Location: Luxembourg city, Luxembourg
Date Posted: May 2, 2023

**Description**

**Key responsibilities**
- Support of the Investment Management team in the day-to-day-business which includes:

- Deal review;
- Monitoring of deal metrics and participating in calls with asset/portfolio management teams and service providers;
- Transaction settlement;
- Transaction related data collection;
- Work on company-wide projects including automation and efficiency projects;
- Record transaction activity into systems and solutions, including organizing investment committee meetings and minutes;
- Reconcile investment approvals to legal transaction documents;
- Filing, scanning and archiving of all relevant transaction documents of the fund and collecting signatures if and where necessary;
- Any other assignment or initiative originating from the Investment Management team or other business lines of the company, including regulatory and compliance initiatives;
- Any other duties in the scope of the role that the company requires.

**Skills / Experience**
- You are pursuing or finishing a university degree, preferably in Finance or Economics at Bachelor or Masters level from a reputable university;
- You are fluent in English (Knowledge of French and/or German will be considered an asset together with any other EU languages);
- Excellent verbal and numerical skills, coupled with the ability to prioritize tasks is required;
- Excellent writing skills and attention to detail is a must;
- Ability to read, understand and interpret legal agreements, investment fund documentation, company data including financials and any other business/fund related documentation;
- Ability to synthesize information;
- Hands-on approach and can-do attitude required and expected, coupled with the wish to learn on the spot and in real-life scenarios;
- Stress resilience and ability to question the status-quo;
- Knowledge of Private Equity and Real Estate strategies and industry required;
- Perfect command of Word and Excel with coding skills being a plus;
- Ability and wish to work in full autonomy while also being also to interact with/preform in team and in project related work.

**What you can expect**:

- An innovative, modern business environment;
- Highly motivated and experienced team;
- Growth & development opportunities;
- Introduction to AIFM core business with a focus on Private Equity and Real Estate strategies.



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