About this role
Job Description: Department: Responsibilities (how we will measure success) > Perform Due Diligence on Investments and Investment Delegates > Monitor External Investment Managers and Advisors > Lead mandates and related client communication > Collaborate with the Team and support training of new joiners > Support Portfolio Management IQEQ AIFM in project implementation > Support commercial team Tasks (what does the role do on a day-to-day basis): • Analyse investment proposals according to framework • Monitor the development of portfolio investments • Be a key point of contact for clients and business partners for the AIFM and other related entities • Escalate your findings to the Conducting Officer • Ensure our due diligence complies • Monitor executed trades by delegated investment manager • Ensure accurate position tracking of portfolios • Preparing and attending stakeholder meetings • Ensure appropriate documentation of portfolio management and investment related activities • Perform on-boarding of clients, support acceptance process • Support IT and BCP matters and audit requests • Support implementation and maintenance of our AIFM system Key competencies for position and level (see Group Competency model): • Strong analytical and interpersonal skills • Customer oriented • Self-organized • Solution driven • Convincing personality Key behaviours we expect to see: In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following: • Open mind-set • Respectful behaviour • Balanced personality • Personal interest in finance • Positive attitude Requirements: • Master/Bachelor in Finance or an equivalent degree • A minimum of 3 years of relevant working experience in a similar position in a management company or an AIFM in Luxembourg • Excellent knowledge of the Luxembourg regulatory environment for investment funds • Experience of portfolio review and working with investment managers • Exposure of working with third party delegates and service providers • Fluent in English; additional language would be considered an asset