Investment Compliance Intern

**About Lombard International Group**

Lombard International Group is a leading provider of global wealth and succession planning solutions with 30 years’ experience. We have the strength and expertise to help high net worth and ultra-high net worth individuals, their families and institutions to protect, preserve and pass on their legacy to future generations.

As 2021 marks our 30 year anniversary, it is in our nature to constantly innovate We love what we do, quickly adapt, and we are agile, as well as being committed to serve our partners and clients across the globe with Best in Class wealth solutions and tailored services.

The Group serves over 20 markets across Asia, Europe, Latin America and the United States, providing multi-jurisdictional, unit linked life insurance and annuities on a global basis, with a deep understanding of local regulations, cultures and attitudes.

Global assets under administration are in excess of €54.7bn as of 30 June 2021. Our global team of almost 600 includes more than 60 technical experts specializing in multiple jurisdictions.

Funds managed by Blackstone own Lombard International. Blackstone Group L.P. is one of the world’s leading investment firms with $684 billion in assets under management as of 30 June 2021.

**At Lombard, it is in our nature to innovate**

**We love what we do, quickly adapt, and we are agile, to bring out the very best in what we do**

**Your role - Are you ready for a challenge?**

Your responsibilities will be as follows:
Service delivery and standards
- Setup, update and review of eligible assets according to the legal and regulatory restrictions as issued by applicable CAA (“Commissariat aux Assurances”) regulations and European legislation as well as the alignment with the defined investment strategy
- Analyse new portfolio investments in accordance with home and host country regulations
- Review of the contractual documentation: investment profile, investment strategy and indemnity letter.
- Suitability check between the investment strategy signed by the client and his/her risk investment profile at on-boarding and during the whole life of a policy.
- Setup of rules and investment strategies in the system
- Provide monthly and quarterly reporting to partners, clients & other departments on regulatory and investment strategy breaches and follow-up and implementation of mitigation actions with external investment managers in case of deviation of investment regulations
- Deal with day-to-day queries from Sales and Client services regarding investment compliance and monitoring

Relationships and influencing
- Adopt a professional and ethical attitude
- Ensure a professional and reliable service to clients and internal and external services

**Your profile - Have you got what it takes to become our Investment Compliance Intern?**

Functional / Technical Skills
- In a Master degree in Finance, Economics or equivalent
- Good knowledge on investment instruments and financial environment
- Good knowledge of MS Office, especially Excel

Other Skills
- Fluent in English
- Able to deal, with facts, figures and adherence to systems
- Well organized with a methodical approach to work
- Able to gather and process information efficiently

**We offer you**

An exciting opportunity to build a network of contacts across the organization in a collaborative and diverse workplace. At Lombard International we have a diverse team of over 40 nationalities. We are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy recognition and rewarding packages. We also offer you the possibility to shape your professional career in line with your own goals and the opportunity to work with the top talent in the industry. The work can be challenging but Lombard International is always a great place to work. We are committed to extending equal employment opportunities to all individuals.

Be a part of our community

Lombard is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.-
- Lombard International Assurance is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently._
- Our Recruitment privacy notice is in line with GDPR and provides more information with regards to the types of data that we collect and hold on you as a job applicant, including for the performance of Background Checks. It also sets out how we use that information, how long we keep it for and other relevant information about your data. For full details please click here_ _Recruitment Privacy Statement_

**LinkedIn**: #LI-MB1