For the newly established and now growing office of a renowned UK PE firm in Luxembourg centre we are searching for an experienced Compliance Officer. This opportunity will allow you to enter the foreseen growth of the firm in an early stage.

Compliance Officer

Your responsibilities:

• Assisting with the establishment of all regulatory compliance requirements and procedures as it relates to an AIFM licence for a buyout Private Equity Fund manager.
• To support the Senior Risk and Compliance Officer in implementation of a Group-wide Compliance programme, with initial focus on AML / CTF, specific and relevant to business needs.
• Understand how the fund structure operates, including deal process, cash flow, due diligence, taxation and regulatory reporting;
• Assist with the general operation of the firm and management companies in Luxembourg;
• Regulatory information and reporting preparation;
• Any other ad-hoc responsibilities as required by the team in Luxembourg, London and Bermuda.

Your competencies:

• Strong technical understanding of global AML / CTF requirements, alternative investments regulation, and due diligence on investors and transactions.
• Exceptional aptitude to critically assess, develop, implement and document new systems, processes and policies;
• Exceptional writing and communication skills in English, with proven verbal and written conclusion on due diligence findings.
• Keenness to learn and self-develop into new areas of the private equity business model in Luxembourg with the aim to become an AIFM Conducting Officer over time;
• Advanced knowledge of Microsoft Office products (Excel, PowerPoint, Word, Outlook).
• Proven ability to implement detail-oriented task-driven checklists and software.

Your qualifications and experience:

• University degree and 3-7 years’ experience in financial services related to alternative investment funds / private equity funds in Luxembourg
• Compliance related experience, specifically as it relates to AML / CTF and customer due diligence.

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

Anderson Wise is pleased to assist a well-established Super Management Company in Luxembourg. For their team we seek to find a local Head of Legal.

Located in the city center, your office is composed of a multicultural and dynamic team.

Your responsibilities:

• Supporting the business from a legal and regulatory perspective (Compliance and AML) in Luxembourg
• Responsible for all legal aspects regarding the structuring (AIFM / set-up of investment funds )
• Drafting and negotiating various agreements (including AIFM and investment management agreements, review of prospectus, dealing and terms of business agreements, contract in relation to investments).
• Assisting the business generally on all Management Company issues, Oversight and Conducting Officers, Compliance, AML, Data Protection, and all related regulatory and transactional matters.
• Advise and assist the Directors, MLRO, Conducting Officers and Compliance Officers.

Your experience and required skills:

• Bachelor’s / Master’s degree in Law / Finance Law
• At least 2-5 years of professional experience in asset management and funds legal role (of which at least 1 year in Luxembourg)
• General knowledge of laws and regulations impacting financial service providers and investment management business with familiarity of AIFMD
• Experience in corporate governance and compliance
• Proven ability to multi-task
• Flexible, proactive and thorough

Fluency in English AND Spanish, French would be strong asset

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

Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

Senior Banking Accountant (& Regulatory Reporting)

An exciting, new opportunity, in an International Bank with diversified business channels and a strong market presence in Luxembourg.

Your benefits: Competitive package. Banking convention. Pension insurance. Diversified tasks and responsibilities.

Reporting : The position will report to the Head of Accounting & Regulatory Reporting.
Your responsibilities

• Timely preparation and submission of financial and prudential reporting (FINREP/COREP/Statistical/ad hoc) as well as Group financial reporting, including IFRS.
• Support the Bank's annual account preparation under IFRS including cooperation with Auditors.
• Support the yearly budgeting and forecasting process.
• Support all Bank's tax matters (Bank's annual tax return, monthly and yearly VAT returns, new tax requirements and their implementation).
• Support all kind of test activities in conjunction with the core banking system; identification of system improvements and taking lead on documenting, implementing and training of these changes.
• Interactive participation covering Accounting and Regulatory aspects in "New product initiatives" and other bank-wide products and initiatives
• Keeping track of new guidelines and regulations related to the Accounting and Regulatory Reporting domain and monitor changes
  (e.g. EBA <European Banking Authority> and ECB <European Central Bank>, IFRS ("International Financial Reporting Standards"), Tax issues, BCBS < Basel Committee on Banking Supervision>)

Your profile:

• University degree or equivalent in Finance, Economics or a related field. Any additional qualification (ACCA, CFA, etc.) is considered as an advantage.
• 3-5 + years of professional experience in a similar position at Banking/Financial institution. Professional experience in one of the Big Four Audit Firms is considered as an advantage.
• Strong knowledge of Microsoft Office (specific knowledge of Access and VBA programming is a distinct advantage); knowledge of XBRL.
• Expertise in relevant core banking applications; specific knowledge of Avaloq is a distinct advantage.
• Strong communication and interpersonal skills with the ability to work in a fast-paced environment.
• Strong analytical skills.
• Accuracy and details orientation.
• Fluent in English, strong knowledge of French. Luxembourgish and German skills will be considered as a distinct advantage.

If you believe that this could be the right opportunity for your career advancement and you possess the necessary qualifications and experience. Please send your CV to michael.mandic@andersonwise.com to be considered for this opportunity. Your application will be treated with the utmost discretion. Applications without relevant experience will not be answered.

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.

Deputy Head of Corporate Banking

International Bank, with European market coverage, based in Luxembourg, is looking to hire a Senior Banking professional with experience and expertise in Corporate Banking and team management.

The bank is catering to top tier client’s with multiple multimillion credit deals and highly competitive offering. This position would offer you a friendly business environment, numerous benefits and a competitive package.

Your Responsibilities

• Deputy Head of Corporate Banking - support and deputise the Head of Corporate Banking
• Manage and lead the team of Senior Relationship Managers covering large corporate business
• Execute a high level of customer satisfaction during the achieving business plan
• Manage existing and develop via acquisition new corporate client business, while maintaining the strategic objectives e.g. client size, international presence, the volume of revenue etc.
• Exercise professional leadership of the team of Corporate Relationship Managers & support staff
• Maintain Bank’s strategy and further develop a long-term market position in the coverage of large-volume corporate business in Western Europe
• Build a network of contacts in the market, exploring opportunities for new business development and improving existing business relationships
• Recognize and manage all emerging risks and foster risk awareness
• Represent the team and all files in front of the Bank’s credit committee
• Coordinate and actively contribute to the client onboarding process & transaction execution
• Actively share experience and foster a collaborative culture within the team and stakeholders

Your profile

• Minimum 7 years of Corporate Banking experience
• Minimum 3 years of Managerial experience
• Degree in Bachelor of Business Administration, MBA or Finance & Economics
• Proven track record in Corporate Banking with large loan exposures
• Strong experience in risk management, sales and negotiation skills
• Proven expertise in the execution of cross-border syndicated and bilateral loans
• Results-oriented approach with the capacity to manage and prioritise objectives
• Proven ability to manage multiple transactions and processes simultaneously
• Excellent client relationship management and business development skills
• Strong analytical and problem-solving skills
• Existing client network in Europe would be considered an advantage
• Fluency in English, while German & other European languages would be considered an advantage
  
  

To be considered in this recruitment process, please send your application, CV, to Michael Mandic at michael.mandic@andersonwise.com. Your application will be treated with the utmost discretion.

Applications without relevant experience will not be answered.

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.

For the AIFM Management Company of a globally renowned and in Luxembourg well-established PE house we are searching for an experienced and broadly versed (quantitative and qualitative (regulatory)) Risk Manager.

The inhouse Risk Management function is responsible for looking at the risks of the AIF as well as the risks at portfolio companies level and of the AIFM. The Risk & Regulatory Manager role is to support the Conducting Officer Risk Management and Manager Risk & Valuation in meeting the objectives of the Risk Management function. The role is reporting to the Manager of Risk & Valuation.

Your responsibilities:

Risk Policies and Governance

• Support the Manager of Risk & Valuation in the implementation and execution of the risk management reporting and relevant governance measures as required by the CSSF
• Assist the periodic updating of the AIFM’s and the AIFs’ risk and liquidity management policy and implementing procedures, processes, techniques and measurement
• Assist with the review and update of the AIFs’ risk profiles
• Interact with relevant service providers (e.g. third-party internal auditors)
• Preparation and drafting of monthly risk report and update for the Management Committee (details below)
• Preparation and drafting of quarterly risk report and update for the AIFM board (details below)
• Contribute to the preparation of annual risk report for the AIFM board (details below) and for the CSSF
• Maintain the AIFM risk register including additions and updates

Risk Monitoring & Reporting

• Production of materials used in the risk reporting including risk measurement and benchmark against risk limits
• Contribute to the risk-related components of the annual reporting required by the CSSF
• Assist the Manager of Risk & Valuation in monitoring and ensuring that assets of the AIF remain in the thresholds from the constitutive documents and applicable legal provisions
• Support the Manager of Risk & Valuation in obtaining relevant financial and other metrics, required for the production of risk reporting at the level of the AIFM
• Assist in updating key metrics generated by other departments used in quarterly risk reporting for the AIFs (GPE IX-A, GPE IX-D, GPE IX-E, GPE IX Strategic Investors, AGT-A, LAPEF VII, LAPEF VII-A, LAPEF VII-B & LAPEF VII-C):

• Market risk metrics

• Credit risk metrics
• Funding risk analysis
• Liquidity risk analysis
• Operational risk analysis
• Regulatory and legal risk analysis

• Support the Manager of Risk & Valuation in preparing of the annual risk report for the AIFM board

Investment Approval Process:

• Ensure that investment restrictions are properly captured and documented in the risk criteria and dedicated tracking spreadsheet

New Product Process:

• Support in the review and update detailed risk profiles and risk appetite for the AIFs under management
• Assist in establishment and monitoring of risk profiles and risk appetite for the AIFs under management

General Support

• Ad hoc support to the team

Your profile:

• Fluent English speaker
• Good quantitative skills
• Good listening skills
• Excellent verbal and written communication skills, with the ability to build relationships across the business, operating with all levels of management
• Team player with a positive attitude, able to build effective working relationships
• Highly organized, with good personal time management
• Prior experience in similar role would be welcomed
• Dependable and discreet
• Ability to deliver high quality work, on time, each time
• Ability to work autonomously on own tasks, whilst working in a team environment
• Ability to work under pressure with flexibility to adapt to shifting expectations
• Familiarity and experience with MS Office (Outlook, Excel, Word and Power Point)
• 5-7 years of experience

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

Anderson Wise is pleased to support its client, an internationally renowned and well-established RE Investment Manager in the continuous growth of their Luxembourg office. In this context, the internal, strategically important role of a Director Onboarding & Projects – RE Investments has been created who is responsible for coordinating the process of onboarding new RE acquisitions, restructuring and disposal on the finance & accounting platform.

Director Onboarding & Projects – RE Investments

Your Responsibilities:

• When required, define the scope, coordinate and review the Financial Due diligence of new acquisitions including
  • Ensuring proper coordination between internal / external teams, Service Providers etc.
  • Acting as a liaison between internal and external parties when required and
  • Organizing and attending meetings: take minutes and ensure follow up
• With the involvement of the CFO Europe (UK Based), coordinate and assess the onboarding of the JV Partner / Manager Financial Due Diligence covering as main areas
  • Authorizing and processing transactions
  • Maintaining financial and other records
  • Compliance with Standard Reporting Requirements
  • Cash management and segregation of assets
  • Information Technology and
  • Monitoring compliance
• Liaise with 3rd party providers and assist them to produce the quarterly reporting in line with group requirements (first two quarters) and helping the team in charge of that deal. Including the Reconciliation of Reporting with investment Memo
• As part of the acquisitions, review of operational transaction documents (incl. purchase, sale, financing, engagement letters,…), follow-up / review financing structures and documentation and liaise with Legal/Tax teams as appropriate and validation of the Summary files.
• Coordination of  the Non-Luxembourg Audit process (UK, DE,...) including scoping and actual vs. planning tracker. Key point of contact for the Management of the audit for non-lux companies - including USA auditors inquiries
• Develop your leadership
  • Invest time and effort in developing colleagues, and focus on coaching / monitoring the tasks under your supervision.
  • To continue to develop their accounting skills by better assimilating the tax, legal and financing aspect of the deals structure.
  • Develop the team spirit and ensure proper cohesion of the team
• Global Assistance, coordination and review of external pack (non-Lux) – in case of restructuring, refinancing and disposals
  • Identify risks and manage issues
  • Monitor the progression of the deal
  • Ensuring proper coordination between internal / external teams, Property Managers, Service Providers etc.
  • Sharing expertise and providing the required information linked to the set-up and on boarding of new real estate acquisitions onto the ERP system (Due Diligence, Tax Memo, accounting data, funds flows etc.);
  • Participating to the completion of deal acquisitions:
  • Acting as a liaison between internal and external parties when required;
  • Organizing and attending meetings: take minutes and ensure follow up
  • Supervise accounting team resources as needed to execute the planning and delivery of responsibilities

Your profile:

• University Degree in Finance, Accounting, Economics or equivalent
• Excellent verbal and written communication skills in English, any other language would be an advantage
• Finance background with good knowledge of accounting and ability to navigate through an ERP system
• Knowledge of Real Estate investments
• Proficiency with MS Office standard applications
• Sense of ownership, solution-oriented approach/ problem-solving aptitude
• High sense of organization and detail-orientation
• Prior experience leading/supervising a team is preferred
• Good knowledge in reporting and consolidation
• Has a professional manner and a high energy level; exhibits positive attitude and flexibility
• Ability to handle and prioritize a wide variety of situations and challenges
• Curious and enthusiasm for business related matters
• Manages stress well and uses it as a positive motivator
• Excellent management skills and interaction with team members
• Knowledge of Yardi 7S and/or BOB 50 Expert is an advantage
• A minimum of 8-10 years of experience

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

Team Assistant – Administrative and Corporate

For this small office composed of less than 10 people and ideally located in the city center, we are looking for a dynamic and creative Team Assistant who will bring his/her energy to the office. In this newly created position, you will contribute to the success of the team and be given new responsibilities. Our client is a well-established office where team-spirit and good work-life balance prevail.

Your Responsibilities

Administration

• Day-to day administration of the office including ensuring all equipment in the office is working properly and maintenance of the equipment planned ahead and performed on timely basis. All necessary stationery as well as any other office related supplies are ordered in a timely manner and available to the team members when required.
• Acting as the main contact person for the banks: preparing the necessary documents for the opening and closing bank accounts; Ensuring the bank accounts are open in a timely manner and are operational prior to any major transaction; Assisting with the payment process; Ensuring the payment ledger is up-to-date and invoices are settled on time;
• Answering phones and routing calls to the correct person or taking messages.
• Filing and retrieving corporate records, documents, and reports.
• Helping prepare for meetings.
• Greeting visitors and deciding if they should be able to meet with executives.
• Making travel arrangements as required by the management.
• Opening, sorting and distributing incoming faxes, emails, and other correspondence.
• Provide general administrative support.

Legal:

• Day-to-day administration of a portfolio of Luxembourg resident companies under the supervision of the legal officers, including: coordinating the execution and legalization of various corporate documents and agreements; convening of shareholders' and board meetings; researching and collecting data to prepare documents for review and presentation by boards of directors and executives
• Keeping corporate records and registers; corresponding with local authorities; assisting with the preparation of the forms and documents required for publication with the relevant authorities; assisting with the approval process of the annual accounts and preparation of the relevant documents; organizing files and updating folders and online database on regular basis.
• Assisting with incorporation, changes to the bylaws and liquidation of companies.
• Assisting with registration of changes into bylaws with the relevant Luxembourg authorities.
• Assisting the legal team with certain corporate aspects of the projects (e.g. acquisitions, disposals)

Your profile:

• You have at least one year of experience working as a Team Assistant, Administrative or Corporate Assistant
• Perfectly fluent in English. Any other languages would  be an asset
• You are service-oriented
• Excellent knowledge of MS Office standard applications
• Excellent presentation & confident telephone manners
• Highly organized with the ability to manage priorities
• Strong attention to detail and the ability to multi task is essential
• Self-motivated and ability to work autonomously
• High level of energy, enthusiasm and commitment
• Previous experience in the hospitality industry would be a strong advantage

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

Treasury Administrator

The candidate will work alongside the Treasury Manager based in Luxembourg to ensure segregation of duties and dual-control of the treasury activity of this Real Estate firm.

The position requires a strong organization and time management skills along with the ability to multi-task in a small department setting.

Your Responsibilities

Cash Management Operations

• Maintain balance and transaction reporting, perform reconciliation with TMS
• Daily wire entry
• Stage wires for subsequent approval authority review and release
• Liaise with wire transfer requesters
• Cash Positioning (funds and management)

Wire Transfer Templates Coordination

• Maintain format and changes as requested.
• Repetitive Transfer Template Creation in TMS.
• Ensure call back and verification on new wire setups and changes.
• Identify failed wires and follow-up on correction.

Wire Transfer Live Initiations

• Liaise with wire transfer requestors and accounts payable.
• Stage and monitor wires requests to meet proper value date.
• Provide SWIFT reference numbers or confirms if requested.
• Correspond with bank on intraday or un-realized items.
• Correspond with requestor/banks on delays/issues/returns

Bank Administration

• Maintain internal records and histories on bank account openings, changes and closings.
• Maintain static data information on TMS.
• Publish weekly reports to treasury and accounting detailing additions and changes to bank accounts for inclusion on TMS.
• Daily management of received bank statements

Your profile

• University degree in Finance, Economics or similar
• Fluent in English 
• Proficient in the use of MS Office, especially Excel
• First experience of 1-3 years in Treasury, Accounts Payable, Cash, Payments
• Strong motivation to work in a challenging and dynamic environment
• Methodical, attentive to detail and accurate
• Flexibility, proactivity and a “can do” attitude
• Good analytical, organizational & prioritization skills
• Ability to work to tight deadlines under pressure, while maintaining close attention to detail
• Knowledge of e-banking platform and/or Sungard TMS is an advantage

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.