Corporate Governance Assistant

For a family-size (10 people) Anglo-Saxon Private Equity investment company ideally located in the city centre, we are looking for a Corporate Governance Assistant to join a talented team in a dynamic and fast-growing investment firm.

Currently the Luxembourg team consists of three Conducting Officers (one of whom is the Head of Governance), a Compliance Officer, and other administrative, regulatory and accounting staff.

In this exciting opportunity, you will have the possibility to expand your skills in a friendly, professional and flexible environment.

Your responsibilities:

You will work closely with the Company Secretary and Head of Governance and assist in all Luxembourg based board meetings and supporting all company secretarial activities in the jurisdiction:

• Providing the Head of Governance, Conducting Officers and Company Secretary with general day to day assistance on company secretarial matters.
• Organising quarterly and ad hoc board meetings for the companies and funds
• Collating quarterly board information packs.
• Interacting with key stakeholders across the group and providing support on company secretarial and governance matters.
• Drafting agendas, minutes for board meetings, circular resolutions, shareholder resolutions and following up on action points.
• Ensuring good order and filing of signed minutes and documents.
• Maintaining and updating the Minute Registers for all the Luxembourg companies.
• Carrying out corporate filings for various legal entity types.
• Other domiciliary or management company administrative assistance as required from time to time

Your profile:

• This role could correspond to somebody who just completed an internship or who gained already one year of experience as a corporate administrator, fund administrator, paralegal, or corporate assistant in Luxembourg.
• A strong team player, flexible and highly motivated with fantastic attention to detail.
• Very good communication and time management skills, multitasking,
• An interest in pursuing a career in a company secretary type role with study support available.
• Fluent in English. Any additional language could be an asset
• Experience in a fund administrator would be an advantage, as would be experience in “Diligent” Entities (or similar entity management software).

Could this be the right opportunity for you? Please do not hesitate to send your CV to Valerie Potier valerie.potier@andersonwise.com to be considered for this recruitment process.

Your application will be treated with the utmost discretion.  We take your privacy as our utmost concern and we manage your data with highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

On occasion, an offer of employment may be subject to a verification check. In this case a potential employer may ask you to provide documentation to support your application, this can include copies of educational achievements, international criminal record checks, reference checks, employment history etc.

We are an equal opportunity employer and welcome candidates from all backgrounds to apply.

Corporate and Operations Associate

For our client, a private investment company, we are currently looking for a Corporate Administrator / Operations Associate who will join a team of 2.

The current team consists of an Investment Director and a Financial Controller. The Corporate and Operations Associate will take care of a wide range of corporate governance and administration–related tasks. We are looking for someone with approximately 2 - 3 years of experience in a similar position and who would like to learn and develop his/her skills further.

The office is located in Kirchberg and offers a very nice and modern work environment.

Your responsibilities:

Assist with day-to-day corporate administration tasks:

• Filing/archiving all legal documents, contracts, invoices, notices, etc.
• Managing key corporate records e.g., constitutional documents
• Support regulatory and legal compliance
• Liaise with paralegal and notarial service providers, as needed
• Support KYC/AML responses for new investments and banking relationships
• Request pre-trade compliance checks via portal and submit for approval as needed

Organise board meetings and draft related agendas, minutes and supporting documents:

• Schedule board meetings, calendar invitations, meeting spaces, etc.
• Act as secretary during board meetings
• Draft board resolutions (usually with DocuSign) and maintain records of decisions
• Execute updates of corporate documents following Board decisions

Handle official publications and filings:

• Submit RCS/eCDF filings
• Order RCS extracts and review/update filings

Other tasks:

• Input data on team calendar (holidays, key meeting dates, deliverables, etc.)
• Liaise with asset custodian on proxy voting issues
• Occasionally assist with audit-related tasks
• Any other ad hoc duties

Your profile:

• An academic background in business, administration, law or investments/finance (and eager to cultivate those skills/learn more).
• Three or more years of experience in handling activities such as the tasks listed, ideally in a corporate officer/ fund administrator function
• Speak fluent English (French or German is a plus)
• Dynamic and flexible to evolve into new roles and assume new responsibilities in time.
• Good organisational skills required.
• Conscientious and committed to delivering the objectives and knowing how to circumvent obstacles to facilitate successful outcomes.

Could this be the right opportunity for you? Please do not hesitate to send your CV to Agnieszka Parisse agnieszka.parisse@andersonwise.com to be considered for this recruitment process.

Your application will be treated with the utmost discretion.  We take your privacy as our utmost concern and we manage your data with highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

On occasion, an offer of employment may be subject to a verification check. In this case a potential employer may ask you to provide documentation to support your application, this can include copies of educational achievements, international criminal record checks, reference checks, employment history etc.

We are an equal opportunity employer and welcome candidates from all backgrounds to apply.

Financial Controller – Private Equity / Venture Capital

This is an excellent and rare opportunity to join a premium Private Equity house with local roots, global impact and successful investments. We are looking for a Financial Controller who will work closely with the CFO. S/he will provide quarterly and yearly closings of the funds and prepare the various reporting to the investors. The Financial Controller with perform analysis, re-valuation and simulations on portfolio companies in order to provide the investors with all the information they request. 

As a member of the Finance Team, you will also ensure timely accounting and reporting as well as associated documentation and communication. The position offers long-term perspectives and possibilities to take further responsibilities. 

Your responsibilities:

• coordinate portfolio company reporting and analyze of their performance
• ensure timely and complete documentation of portfolio and fund related transactions
• establish quarterly accounting and reporting of the company investment funds;
• analyze Fund performance and reporting to management;
• assist in the year-end closing process for the company investment funds
• support for the annual audit and tax filing;
• support the digitalization process and implementation of IT solutions
• participate in compliance related activities;
• perform other administrative and operations tasks.

Your profile:

• University degree in Audit, Accounting, Finance or equivalent

• You have approximately 2+ years of experience in audit / accounting and preparation of annual accounts, principally under Luxembourg GAAP
• You have some previous experience in private equity/alternative investment companies, or alternative investment fund administration; or in a service provider or audit
• The knowledge of Luxembourg tax, Fatca, CRS and IFRS would be an asset
• You are fluent in English; the knowledge of other languages is an asset;
• You have a very good command of Microsoft Office (Word, Excel; PowerPoint)
• You are well-organized, responsible and committed and you are able to work without constant supervision;
• You enjoy working within a small international team in a dynamic environment and be ready to acquire new skills.
• You are professional and can handle confidential information

Could this be the right opportunity for you? Please do not hesitate to send your CV to Valerie Potier Valerie.potier@andersonwise.com to be considered for this recruitment process. Your application will be treated with the utmost discretion.  

We take your privacy as our utmost concern and we manage your data with highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

On occasion, an offer of employment may be subject to a verification check. In this case a potential employer may ask you to provide documentation to support your application, this can include copies of educational achievements, international criminal record checks, reference checks, employment history etc.

We are an equal opportunity employer and welcome candidates from all backgrounds to apply.

Portfolio Management Associate

Anderson Wise is glad to assist this independent management company active in Private Equity Funds investments and based in Luxembourg.

Within an international Finance team and reporting to the Head of Valuation, the Portfolio Assessment Associate will be involved in the valuation and financial modelling of the investments.

This is a rare and exciting opportunity to work closely to the investment team, which is also located in Luxembourg.

Your Responsibilities

• Valuation of the investments held by the funds in coordination with the investment team and independent experts;
• Review of the financial models and participation in the setting-up / review of the financial models of newly acquired investments;
• Update of fund models, including preparation of consolidated key performance metrics;
• Support in the determination of the risk profile of each investment and of each fund managed;
• Preparation of financial communication and reporting on the investments
• Monitor the evolution of the Net Asset Value of the funds based on the Investment Portfolio’s performance.

Your profile

• Strong academic background, with an Audit/Finance/Accounting degree from a Business or Engineering School
• A professional qualification such as the CFA or CAIA would be an asset
• From 2 years of experience in Financial Advisory / Investment Management / Corporate Finance
• Strong financial modelling (Excel) and analytical skills;
• Fluency in English is essential (French would be a strong asset)
• Problem solving oriented with strong focus on detail;
• Hardworking and motivated to deliver high quality products (reports, presentations, etc…);
• Ability to track deliverables in a dynamic environment.

Could this be the right opportunity for you? Please do not hesitate to send your CV to Agnieszka Parisse agnieszka.parisse@andersonwise.com to be considered for this recruitment process.

Your application will be treated with the utmost discretion. We take your privacy as our utmost concern and we manage your data with highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

On occasion, an offer of employment may be subject to a verification check. In this case a potential employer may ask you to provide documentation to support your application, this can include copies of educational achievements, international criminal record checks, reference checks, employment history etc.

We are an equal opportunity recruitment firm and welcome candidates from all backgrounds to apply.

Junior Receptionist & Administrative Assistant

Our client, a dynamic alternative investment firm, is seeking a Junior Receptionist & Administrative Assistant to join their team!

In this multitasking role, you'll be the face of the company, providing top-notch customer service to both your colleagues and outside visitors. Your self-assured, can-do attitude will shine through as you work in a beautiful, modern office space, reporting directly to the highly respected Office Manager.

This is the perfect opportunity for a bright individual to start their career in a dynamic and multicultural working environment where good atmosphere and work-life balance prevail.

Your responsibilities:

• Support the office local Leader as needed
• Maintenance of office equipment and ordering stationery supplies
• Manage the relationship with office suppliers
• Manage daily mail and dispatch
• Answer and forward incoming phone calls
• Welcoming visitors and making them comfortable
• Arrange travel and accommodation plans when required

• Organisation and planning of office meetings, events and appointments (complex agenda management)

• Coordinate with IT department and any other parties
• Assisting in some basic legal administration tasks (e.g: organising documents for signing, coordinating with the notary, sorting and archiving documentation)

Your profile:

• A first experience as an Administrative Assistant, Team Assistant, Receptionist, or Customer service within an internship in the hotel or finance industry would be an asset.

• Fluent in both English and French is a must 
• Strong communication skills, an enthusiasm for working with people and a committed approach to work.
• Good understanding of Microsoft tools
• Proactive, independent, and a team player;
• Enthusiastic about delivering outstanding service to customers.
• Good time management abilities, including the capacity to multitask and prioritize tasks;

Could this be the right opportunity for you? Please do not hesitate to send your CV to Valerie Potier valerie.potier@andersonwise.com to be considered for this recruitment process.

Your application will be treated with the utmost discretion.  We take your privacy as our utmost concern and we manage your data with highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

On occasion, an offer of employment may be subject to a verification check. In this case a potential employer may ask you to provide documentation to support your application, this can include copies of educational achievements, international criminal record checks, reference checks, employment history etc.

We are an equal opportunity employer and welcome candidates from all backgrounds to apply.

Corporate and Administrative Assistant

Our client, a dynamic and truly entrepreneurial pan-European Real Estate Investment and Asset Management Company located in city-centre in Luxembourg, is currently looking for a motivated Corporate and Administrative Assistant for their office composed of less than 5 people.

As their Team Assistant, you will provide corporate administration support as well as general administrative support and you will be involved in a wide scope of tasks.

The company offers a nice and flexible family atmosphere and the possibility to work part-time. This is a great opportunity if you are looking for a good work-life balance in a positive and professional environment.

Your responsibilities:

• Corporate - General

• Collecting signatures of Board Members
• BOM preparation
• Preparation signature list
• Agenda and Email to BoM
• Minutes
• Overall coordination and preparation
• Business update preparation and support in Minutes
• Set up entity/structure (if required)
• Bank account opening
• RCE and RBE update etc.

• Corporate - Invoice process

• Preparation Tracker, Approval Request, Call Back Procedures, Implementing and Monitoring Payment
• Luxembourg domiciled entities
• UK Office structures
• General involvement in the payment tracker/approval process

• AIFMD AML procedures

• • Monitoring the current laws and regulation
  • Support in these task above
  • Coordination with servicer (e.g. For AML training)
  • Weekly KYC name screening
  • Additional predefined support (when required)

• KYC procedures

• Request from bank/servicer for KYC requests
• Lux entities

• Office Management

• Collection of Post and action response/allocation to team
• Coordination with office (facility) related servicer
• Other office tasks as required
• WHTax declaration

Your profile:

• Min. 2-4 years’ experience in office management/team assistant roles with corporate administration/legal assistant experience
• Fluent in English. French or German language would be an asset
• Experience in the finance sector would be an advantage
• Common sense and willingness to do what is required to ensure smooth running of the office
• Discretion and strong work ethic
• Interpersonal skills, including ability to manage third party service providers
• Attention to detail
• Superior organisational skills, able to prioritise and manage own time efficiently
• Team player comfortable working autonomously in a small international environment
• Competent with Microsoft Office suite (Excel, PowerPoint, and Word)

Could this be the right opportunity for you? Please do not hesitate to send your CV to Valerie Potier valerie.potier@andersonwise.com to be considered for this recruitment process.

Your application will be treated with the utmost discretion.  We take your privacy as our utmost concern and we manage your data with highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

On occasion, an offer of employment may be subject to a verification check. In this case a potential employer may ask you to provide documentation to support your application, this can include copies of educational achievements, international criminal record checks, reference checks, employment history etc.

We are an equal opportunity employer and welcome candidates from all backgrounds to apply.

Senior Private Banking Assistant

Client: International Private Banking group with EU HQ based in Luxembourg

Reporting to: Team/Branch Head

We are currently seeking a highly skilled and experienced Senior Private Banking Assistant to join our esteemed international private banking group. With our headquarters based in Luxembourg, we provide exceptional services to our prestigious clientele. If you have a minimum of 5 years of experience in a similar role, possess a strong command of English and French, and have a deep understanding of the Private Banking industry, we invite you to apply.

Responsibilities:

• Collaborate closely with a team of Private Bankers to deliver unparalleled service and support to our clients.
• Efficiently handle transaction input, processing, and follow-up tasks.
• Place orders in the system and diligently verify all post-transaction details.
• Execute credit transactions on behalf of clients.
• Foster and maintain exceptional levels of service and communication with clients.
• Assist with client onboarding, ensuring checklists are completed and necessary KYC information is gathered.
• Coordinate and complete client account opening and due diligence reviews for existing clients.
• Cultivate and nurture positive client relationships to ensure their satisfaction.
• Effectively address and resolve client inquiries, providing prompt assistance and accurate information.
• Provide valuable assistance with Investment Advisory services for clients.
• Execute regular and ad-hoc tasks and assignments as set by the Head of the Department.
• Coordinate activities with all relevant departments within our organization.

Your Profile:

• Fluent in English and French. Proficiency in other European languages is an advantage.
• Hold a university degree in Business Administration, Economics, Management, or a related field.
• Possess a minimum of 5 years of experience in the Private Banking industry.
• Demonstrated strong understanding of Private Banking, Asset Management, and Global Markets products.
• Familiarity with relevant rules and regulations such as AML/CTF, MiFID II, MAR, PRIIPs, etc.
• Exceptional personality with a can-do attitude and the confidence to proactively engage with high-net-worth clients.
• Excellent communication skills, both written and verbal.
• Detail-oriented with a keen focus on accuracy and exceptional listening/comprehension abilities.
• Proficient in Excel, Word, PowerPoint, and experienced with Bloomberg.

Please apply by sending your up-to-date CV to Michael Mandic at michael.mandic@andersonwise.com to be considered for this recruitment process. Your application will be treated with the utmost discretion.

We take your privacy as our utmost concern, and we manage your data with the highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.