AIFM Portfolio Management, Senior Officer
External
Iqeq · Luxembourg City, SwitzerlandFull-timeOn-site1d ago
ComplianceDocumentation
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Responsibilities
- You'll perform due diligence on investments and delegates, monitor external managers/advisors, and ensure compliance with portfolio management standards while escalating findings appropriately.
- You'll analyse investment proposals, track portfolio developments and executed trades, and maintain accurate documentation and position reporting across all investment activities.
- You'll lead mandates, manage client communication, and act as a key point of contact for stakeholders, ensuring onboarding processes and acceptance procedures run smoothly.
- You'll collaborate with the team, support training of new joiners, assist in project implementation for IQEQ AIFM, and contribute to IT, BCP, audit, and system maintenance initiatives.
- You'll demonstrate strong analytical and interpersonal skills, customer orientation, self-organization, solution-driven thinking, and a convincing personality-while embodying an open mindset, respectful behaviour, balanced personality, and a genuine interest in finance with a positive attitude
Benefits
Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profileWellbeing: additional social benefitsFlexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangemenYou hold a Master's or Bachelor's degree in Finance or an equivalent field.You have at least 3 years of relevant experience in a similar role within a management company or AIFM in Luxembourg.You possess excellent knowledge of the Luxembourg regulatory environment for investment funds.You bring experience in portfolio review and collaboration with investment managers.You are fluent in English, with additional languages considered an asset, and have exposure to working with third-party delegates and service providers.Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on our natural environment.We're committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We're emotionally invested in our clients right from the beginning.Flexible scheduleEquity / stock options
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