Associate - Portfolio Management
Il y a 11 heures
Luxembourg
Langham Hall
Temps plein
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Department: AIFM
Location:
Luxembourg Description We are looking for an Associate to join our Portfolio Management team. The role involves reviewing and ongoing monitoring of investments, preparing AIFM and Portfolio Management reporting, and working directly with Fund Sponsors, Investment Advisers and Delegated Portfolio Managers. The successful candidate will progressively take greater ownership of assigned funds and investments and develop the technical expertise required to assess investment risks and resolve fund-specific matters.
Key Responsibilities
• Investment review: Review proposed investments and supporting documentation, identify significant risks and ensure investments are appropriately recorded in our internal tools.
• Portfolio monitoring: Maintain and update of our internal tools based on quarterly financial information and other relevant developments.
• Stakeholder management: Communicate with Fund Sponsors on investment matters and participate in, and progressively lead, investment-process calls with Fund Sponsors.
• Documentation: Maintain complete investment files and ensure closing packs/deal bibles and other relevant documentation are obtained and appropriately stored.
• Team contribution: Contribute to the team's knowledge base, document processes and participate in projects and initiatives beyond core responsibilities.
• Problem solving: Develop the ability to address fund-specific characteristics and propose practical solutions to new issues arising through relationships with Fund Sponsors. Skills, Knowledge And Expertise
• Up to two years of experience in portfolio management, investment oversight, alternative investments, fund management, audit or financial services.
• University degree in Finance or Economics.
• Good analytical skills with an ability to understand financial and investment information.
• Strong attention to detail and ability to manage multiple investments and deadlines.
• Clear and professional written and verbal communication skills.
• Proactive, curious and comfortable taking increasing ownership of responsibilities.
• Ability to work independently while collaborating effectively within the wider AIFM team.
• Strong Microsoft Excel skills and willingness to continuously develop technical knowledge.
• Working or willing to work towards a certification.
Location:
Luxembourg Description We are looking for an Associate to join our Portfolio Management team. The role involves reviewing and ongoing monitoring of investments, preparing AIFM and Portfolio Management reporting, and working directly with Fund Sponsors, Investment Advisers and Delegated Portfolio Managers. The successful candidate will progressively take greater ownership of assigned funds and investments and develop the technical expertise required to assess investment risks and resolve fund-specific matters.
Key Responsibilities
• Investment review: Review proposed investments and supporting documentation, identify significant risks and ensure investments are appropriately recorded in our internal tools.
• Portfolio monitoring: Maintain and update of our internal tools based on quarterly financial information and other relevant developments.
• Stakeholder management: Communicate with Fund Sponsors on investment matters and participate in, and progressively lead, investment-process calls with Fund Sponsors.
• Documentation: Maintain complete investment files and ensure closing packs/deal bibles and other relevant documentation are obtained and appropriately stored.
• Team contribution: Contribute to the team's knowledge base, document processes and participate in projects and initiatives beyond core responsibilities.
• Problem solving: Develop the ability to address fund-specific characteristics and propose practical solutions to new issues arising through relationships with Fund Sponsors. Skills, Knowledge And Expertise
• Up to two years of experience in portfolio management, investment oversight, alternative investments, fund management, audit or financial services.
• University degree in Finance or Economics.
• Good analytical skills with an ability to understand financial and investment information.
• Strong attention to detail and ability to manage multiple investments and deadlines.
• Clear and professional written and verbal communication skills.
• Proactive, curious and comfortable taking increasing ownership of responsibilities.
• Ability to work independently while collaborating effectively within the wider AIFM team.
• Strong Microsoft Excel skills and willingness to continuously develop technical knowledge.
• Working or willing to work towards a certification.