Branch Investment Oversight Analyst Asset

il y a 1 semaine


Luxembourg Funds Talent Temps plein

**Summary**:
In this role as a Branch Oversight Analyst, you will be involved in the day to day life of a complex portfolio of UCITS and AIF funds, looking at Distribution, but also Investments activities. You will report to the Head of Distribution and to a Conducting Officer and work closely with other team members (board of Directors, Portfolio Managers, etc ).

**Some of the duties include**:

- Oversight of 5 branches distributing funds;
- Participate to the creation of the oversight function for the 6th new branch;
- Review the branches and investment activities;
- Oversight of distribution: making sure it is compliant with the regulation, still within the scope of the CSSF license, ensuring risk assessments are being performed;
- Maintain procedures for new activities;
- Oversee the activity looking at the license scope (for Asset and Portfolio management for Real Assets, as well as Portfolio Management for Liquid market);
- Review and challenge the answers to the annual due diligence questionnaires;
- Work on various projects within the company.

**Key requirements**:

- Minimum of 4 years in similar functions;
- **Fluent in English, **French is a plus;
- Experience working with UCITS/AIF funds;
- Ideally CFA qualified;
- Take initiatives, possesses great communication skills, hands-on.

**Package and benefits**:

- Great work-life balance;
- Young and dynamic team, working with people based in different countries;
- Well established and recognized international Asset Manager;
- Flexitime and work from home;
- Bonus and health insurance;
- Located near the train station;
- Mid-size company.


  • Investment Oversight Analyst

    il y a 2 semaines


    Luxembourg Aviva Temps plein

    Investment Oversight Analyst - Luxembourg This is a great job for someone who has broad knowledge and understanding of the Investment industry. A bit about the job: The Purpose of the role is to play a key part in the building of Aviva Investors Luxembourg IM Oversight Framework in line with local regulatory requirements. Within the role, you will perform...

  • Portfolio Analyst

    il y a 3 jours


    Luxembourg Waystone Governance Ltd. Temps plein

    Waystone is looking for a **Portfolio Analyst** to join the Investment Oversight team **ESSENTIAL DUTIES AND RESPONSIBILITIES** Primary focus: - Oversight of the delegate investment managers, for all types of funds: - Identifies and monitors the funds' investment strategies; - Develops a clear understanding of the portfolios composition and evolution; -...


  • Luxembourg Funds Talent Temps plein

    Location: Luxembourg City-Center A well-reputed Management Company is currently looking for an Investment Oversight analyst to be part of a team of 3 in Luxembourg. The company is located in the city-center, with a diversified portfolio of UCITs and AIFs and has been ranked among the best places to work for several years in a row. You will work mainly on...


  • Luxembourg Invesco Temps plein

    As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work,...


  • Luxembourg Aviva Temps plein

    Investment Management Oversight Analyst This is a great job for someone who has knowledge of legal and regulatory provisions applicable to the UCITS/AIF fund industry and especially of the CSSF Circular 18/698 are essential part of the role A bit about the job: Skills and experience we’re looking for: - Either a relevant degree (economics, finance,...


  • Luxembourg abrdn Temps plein

    Job Description Role Context abrdn (‘Group’) invests in a full range of asset classes across a number of geographies, including Edinburgh, London, Philadelphia, Boston and Singapore. In addition, the business has operations in Japan, India, China, and other locations globally. With AuM of approximately €247bn (1), the Group manages a wide range of...


  • Luxembourg Schroders Temps plein

    **Investment Oversight Manager** *** **Who we’re looking for** We are looking for an Investment Oversight Manager who will report to the Head of product Support and Investment Oversight. **About Schroders** We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals,...


  • Luxembourg GAM Investments Temps plein

    AMBITIOUS? - BRIGHT? - RIGHT? - GAM is one of the world’s leading independent asset managers. We provide differentiated active investment solutions and products for institutions, financial intermediaries and private investors. - Our core investment business is complemented by fund management services, which include fund administration and other support...


  • Luxembourg KR International Recruitment Temps plein

    Our client is an international Asset Manager in Luxembourg City Centre. Due to developments in strategy and activity, they are currently seeking a Distribution & Regulatory Oversight Analyst This may be a good opportunity for someone who is looking to leave Audit and work inhouse with a leading human-sized Asset Manager. The role would initially be for a...


  • Luxembourg UBS Temps plein

    Luxembourg - Fund Services - Global Wealth Management **Job Reference #** - 317841BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Do you possess extensive knowledge of AIFMD & UCITS regulations with a focus on the investment compliance? Do you demonstrate problem-solving skills and can-do attitude? As a Depositary Investment Compliance...