Senior Officer

**JOB TITLE: Senior Officer - Client Integration**

**DEPARTMENT: Client Services**

**Employing Company: Gen II Luxembourg Services SARL**

**THE GROUP**

Gen II Fund Services is one of the largest global independent private equity fund administrators, with $900 billion of private capital under administration. Gen II services 6,500+ fund entities with a 99% client retention rate. The group has over 900 employees, with several offices across the United States (New York, Stanford, Boston, San Francisco, Dallas and Denver) and in Luxembourg.

The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail and managed accounts.

**THE LUXEMBOURG BUSINESS**

Gen II Luxembourg Services offers Private Equity and Real Estate administration services, providing Gen II US clients, and new US and European sponsors with the capability to have a Luxembourg base of operations and trusted partner in Europe.

The business offers a fully customizable service plan for sponsors seeking to establish a Luxembourg-based structure.
- Fund launch consultation and guidance
- Domiciliation, governance, and secretarial support
- Complete fund accounting and administration
- Registrar and transfer agency
- Comprehensive financial, regulatory and investor reporting
- Regulatory/compliance support: AML/KYC, CRS, FATCA and AIFMD reporting
- Depositary services
- Directorship services
- Data analytics and integration
- Coordination with other service providers

**THE ROLE**

This is an exciting opportunity to be involved in creating the operational future of the Luxembourg entity, become the central point of contact for Gen II Luxembourg Services operations teams, our wider business and client integrations.

The role sits within the operations team, and reports directly to the Manager of Operations Change Management and Client Integration

**EXAMPLE YEAR ONE OBJECTIVES**
- Become an internal expert on the Gen II core systems used in operations.
- Support the client integration of new and organic business growth
- Lead initiatives to develop the client integration workflow within Gen II
- Participate in internal & external trainings and development opportunities to broaden industry specific knowledge. Utilize comprehensive understanding of the fund-governing document, industry guides, regulations, and other private equity compliance requirements.
- Develop relationships with all operations and business teams, gaining deep understanding and knowledge of process and systems.
- Collaborate with the Technology team to lead business partnership for shared initiatives.

**SPECIFIC RESPONSIBILITIES**

Business Focus
- Participate in client integration project design and implementation as an active and hands on partner to both operations and IT.
- Demonstrate an understanding of the client service operating model and opportunities to gain efficiency within the scope of services.
- Demonstrate expertise in fund administration operations and automation by researching & resolving friction points and proposing possible process and technology solutions.

Projects
- Support the Manager to develop proposals and recommendations, to prepare and present the client integration to relevant senior managers across Gen II
- Translate business objectives into project step plans towards delivery, assess training needs and act as a central point of contact for advice and support
- Drive execution of approved initiatives through to delivery, including day-to-day hands on execution.
- Create post-delivery ongoing client integration life-cycle support framework for the business to maintain with appropriate IT support.

Process and control
- Understand system design and how it is applied. Seek opportunities for others to best utilize the technology effectively, and implement and share best practices for client integration.
- Continuously improve the efficiency, control, and client service impact of each process
- Support compliance with local laws & regulations as well as alignment with appropriate market practices
- Review, recommend, and implement agreed changes to business procedures in close coordination with the Quality Control function and our ISAE3402 standards.

People
- Actively encourage a culture that supports employee development and retention, through personal development including coaching and training courses as appropriate, and celebrating successes

General
- Reporting to the Manger of Operations Change Management and Client Integration
- Become an internal expert on the Gen II core systems used in operations.
- Support the roll out of client integration process’ within Gen II
- Develop relationships with all operations and business teams, gaining deep understanding and knowledge of US process and systems.
- Collaborate with the client t