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Asset Oversight Analyst
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**About Lombard International Assurance**
Lombard International Assurance is a leading Luxembourg-based provider of insurance-based wealth solutions across Europe. A part of Utmost Group, Lombard International’s solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.
**_On 30 December 2024, Utmost Group announced it had completed the acquisition of Lombard International Assurance Holdings Sarl and the company will be fully rebranded to Utmost Luxembourg S.A. by the end of 2025.
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**About Utmost Group plc**
**About Utmost International**
Utmost International is a leading provider of insurance-based wealth solutions. Utmost international operates across the UK, Europe Latin America; Asia, and the Middle East. Its solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.
On a proforma basis at HY 2024 following the acquisition of Lombard International Assurance Holdings Sarl, Utmost International would have managed £103bn of assets under administration on behalf of approximately 210,000 policyholders.
**Your role - Are you ready for a challenge?**
The Asset Oversight Analyst is responsible to review the eligibility of the financial instruments underlying our insurance contract and ensure external asset managers are respecting the investment rules defined by our regulator.
Your responsibilities will be as follows:
- Making sure regulatory requirements set by our regulators (the Commissariat Aux Assurance) are respected;
- Analysing new portfolio in accordance with home and host country regulations;
- Reviewing contractual documentation: investment profile, investment strategy and indemnity letters;
- Performing suitability check between client risk profile and the selected strategy;
- Making sure we comply with European regulations linked to investments (e.g. PRIIPS, EMIR, MAR, Sanctions, Major Shareholding reporting, );
- Providing monthly and quarterly reporting to partners, clients & other departments on regulatory and investment strategy breaches. Ensure appropriate follow-up and implementation of mitigation actions with external asset managers in case of deviation;
- Dealing with day-to-day queries from Sales and Client services regarding investment compliance and monitoring tasks;
- Having a positive atmosphere and collaboration within the team.
**Your profile - Have you got what it takes to become our Asset Oversight Analyst?**
- Master in Finance, Economics or similar field;
- Relevant experience in the field of Investment Compliance would be highly appreciated;
- Good knowledge on investment instruments and financial environment;
- Excellent analytical and communication skills - team collaboration;
- Team spirit, self-motivation, with a proactive and committed working style;
- Well-developed interpersonal skills in a team-oriented environment;
- Excellent organizational skills, ability to work under pressure and to prioritize workload;
- Ability to work independently in a structured and analytical way;
- Accuracy and attention to detail in daily routine;
- Ability to quickly integrate new concepts, procedures, modifications in the organisation or methodologies;
- Good knowledge of MS Office (Excel, Word and Power point);
- Fluent in English;
- Ability to work in a fast-changing environment with multiple priorities.
**We offer you**
Sitting at the crossroads of private banking, asset management and insurance, we operate in a well-established and fast-growing segment of the financial services industry. We offer a thriving and entrepreneurial work environment, with the opportunity to work across multiple geographies, learn valuable new skills, develop great expertise, and establish long-lasting relationships. It is an exciting opportunity to build a network of contacts across the organisation in a collaborative and diverse workplace. Our Luxembourg office is home to a diverse team of over 50 nationalities and we are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy reward and recognition 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. We are committed to extending equal employment opportunities to all individuals.
Be a part of our community
As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to gender, colour, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.-
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