Junior) Portfolio and Distribution Analyst
il y a 2 jours
**(Junior) Portfolio Management and Distribution Analyst**
**AIFM Services**
**#Luxembourg**
**Monday to Friday (40 hours)**
**Full time, permanent**
**#Hybride**
This is a great opportunity to join a fast-growing AIFM and contribute actively to its development and evolution. The **(Junior) Portfolio Management and Distribution Analyst**will assist with managing the portfolio activities of the AIFM for a wide range of investment strategies (private equity / real estate / infrastructure / debt / fund of fund / other type of investment strategies) in collaboration with the investment advisors and will support on the day to day distribution activities oversight. The role will report into the Conducting Officer in charge of Portfolio Management & Distribution Oversight.
**Some of the things you’ll be doing**:
- Assist the Conducting Officer in charge of Portfolio Management & Distribution Oversight in managing the portfolio activities of the AIFM for a wide range of investment strategies (private equity / real estate / infrastructure / debt / fund of fund / other type of investment strategies) in collaboration with the investment advisors
- Assist in the organization and participate on the AIFM investment committees
- Review the profile and business plan for potential investment opportunities, in compliance with the AIF’s risk profile and investment restrictions
- Perform ongoing monitoring of investments’ compliance with applicable regulations and AIF’s legal documents
- Perform ongoing monitoring on the portfolio management activities performed by investment managers, in case of delegation
- Perform initial and periodic due diligence on the delegated portfolio managers and investment advisors
- Prepare quarterly portfolio management reports for the board meetings of the AIFs under management
- Assist in the preparation of the reports for the senior management and board meetings
- Assist in drafting and reviewing of internal policies and procedures in relation with the portfolio management of the AIFM
- Support in the daily oversight of the marketing & distribution activities (including performing due diligence for the distribution delegates and marketing intermediaries, etc.)
- Support in maintaining the marketing & distribution activities oversight and marketing related policies, procedures, processes, SLAs, etc. to ensure the compliance with the applicable regulations and the internal processes
- Perform ad-hoc tasks related to the portfolio management department of the AIFMPerform ad-hoc tasks to assist the growth of the business and ensure smooth running of daily activities
**What technical skills, experience, and qualifications do you need?**
**Required qualifications**:
- Have a university degree in Economics, Finance or similar fields
- Professional qualifications (CFA, CAIA ) would be considered as an asset
- Have at least 2-3 years of relevant experience within a private equity / real estate asset manager or an AIFM
- In depth knowledge of private equity & real estate transactions (knowledge on other investment strategies would be considered an asset)
- Have a good knowledge and understanding of the Luxembourg fund industry and AIFM regulations
- Accuracy and a high degree of attention to data details
- Have proven ability to work autonomously and demonstrate initiative
- Are a team player with good communication skills
- Have analytical approach and strong MS Excel skills
- Are fluent in English. Any additional language would be considered as an advantage (French, German)
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