Senior Portfolio Manager

il y a 6 jours

Munsbach, Luxembourg Apex Group Luxembourg Temps plein

**Senior Portfolio Manager (M/F)**:
**Job description**

**Role summary**

Sanne LIS is a successful third-party UCITS management company and AIFM, delivering fund solutions to renowned investment managers and fund initiators.

Due to our continued successful expansion, we are looking for a Portfolio Manager / Senior Manager.

**Key responsibilities**
- Review offering documents and fund documentation and ensure company and regulatory compliance of AIFs managed by SANNE LIS;
- Review investment opportunities and related analysis received by SANNE LIS’ advisors;
- Understand and review complex financial models projecting future earnings and profits’ potential and use this to form a judgement;
- Maintain knowledge of a wide range of investment and financial products held in portfolio of AIFs managed by SANNE LIS;
- Work closely with investment advisors to assess financial information and investment opportunities submitted to the AIFM, review and admit/dispose and maintain investments in the funds where SANNE LIS is acting as AIFM;
- Liaise with investment teams, including analysts and other managers, to stay up-to-date about market situations and company decisions that may impact one another;
- Maintain current knowledge about financial and fund products available to clients in the following asset classes:

- Real-Estate;
- Private Equity;
- Debt and Infrastructure.
- Engage in regular research and reading to stay apprised about the state of the economy, global financial markets, but also the Luxembourg/Irish and investment fund regulatory environment;
- Any other duties in the scope of the role that the company requires.

**Requirements**:
Skills / experience
- Postgraduate level qualification in Business Administration, Statistics, Economics, Mathematics or Accounting;
- Industry recognized certification program or equivalent 3-7 years of experience;
- Must be fluent in English and German (written and spoken). This is a mandatory requirement;
- Verbal and written communication skills;
- Solid research skills. Ability to read and understand professional agreements, fund agreements and economical briefs;
- Ability to think constructively and work independently while interacting with the team in project related tasks;
- Problem solving and analytical thinking;
- High level of numeracy;
- Attention to detail and good time management;
- Develop relationships with clients and expand client network in professional and settings;
- Integrity;
- Committed to continuous professional development;
- Self-motivated who can demonstrate adaptability/flexibility.

As Sanne LIS S.A. is a financial organisation, all new employees will be required to undergo a criminal record check.

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