Finance & Business Operations Officer

Join a growing international Luxembourg-based investment management firm that invests in a great variety of sectors.

Our client is seeking a “Finance & Business Operations Officer” to join strengthen the Finance team in Luxembourg.

The ideal candidate would have both the knowledge in finance and at the same time have a technology friendly mindset, somebody that is familiar with ERP, dashboards and VBA.

Become part of a professional, international team and contribute to the ongoing success and growth of the firm.

Your areas of responsibility:

• Cash flow and liquidity management
• Operational support on transactions
• Regulatory reporting
• Coordination of information flow within wider finance department;
• Project management for implementation of software solutions, including ERP;
• Liaise with investee private equity funds on capital calls, distributions and quarterly / annual reporting. Monitoring performance of PE funds.
• Support day to day finance operations, including, but not limited to approving payments, FX hedging and other treasury functions
• Prepare presentations for the Board of Directors and various group committees;
• Ad-hoc projects

Your profile:

• Minimum of 4 years’ experience in a Finance position within Private equity, Industrial companies and/or Big4 advisory .
• Technology friendly mindset, with hands-on experience in process automation
• Familiarity with ERPs, dashboards (PowerBI, Tableau etc) and VBA
• Basic understanding of Private Fund structures and operations
• Basic understanding of cash management functions and payments systems
• Fluent in English with excellent communication and presentation skills.
• Highly organised with a keen eye for detail.
• Independent and proactive in resolving issues.
• Motivated to improve processes and optimise deliverables
• Team player who integrates well within an international team.

Could this be the right opportunity for you? Please do not hesitate to send your CV to David Kitzinger at david.kitzinger@andersonwise.com to be considered for this recruitment process.

Your application will be treated with the utmost discretion.

When using our services, our clients require that we introduce candidates already in possession of a valid Luxembourg work permit. If this is not your case, we regret to inform you we will not be able to consider your application.

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.

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

We are currently assisting a stable and successful Swiss Management Company in Luxembourg with the recruitment of a Distribution Oversight and Due Diligence Officer .

If you are fluent in English and with a good level in German, with at least 3 years’ experience within a similar position focused on distribution oversight and due diligence within a Management Company or in a Big 4 in Luxembourg, this could be the right position for you. 

You will play a key role in onboarding distributors, conducting due diligence controls, monitoring Key Performance Indicators and overseeing distribution activities. 

This position suites very well a person that is able to adapt in a small and dynamic working environment. Somebody that has a flexible mindset and is looking for a balanced working environment.

Please contact me directly for detailed information

Your Responsibilities

The Distribution Oversight and Due Diligence Officer will work closely together with several internal departments such as sales, compliance, legal, risk and product management.

Some of the day-to-day responsibilities will be:

• Lead the onboarding process for new distributors in coordination with sales, ensuring compliance with regulatory requirements and Company policies.
• Manage and maintain the distribution oversight and marketing related policies, procedures, processes, SLAs and due diligence questionnaires and their periodic review to ensure the compliance with the applicable regulations and the internal processes.
• Develop, manage, and execute the due diligence plan for the distribution delegates, marketing intermediaries and other fund service providers.
• Perform and manage the initial and on-going due diligence process regarding distribution delegates, marketing intermediaries and other fund service providers, covering Know Your Distributor (“KYD”), Anti-Money Laundering (“AML”) and/or Know Your Customer (“KYC”) documentation in conjunction with the Compliance/ Money Laundering Reporting Officer (“MLRO”)
• Ensure comprehensive documentation and record-keeping for all due diligence processes, including audits and reviews of distributors, marketing intermediaries, and other fund service providers.
• Perform comprehensive risk assessments of the distribution network in line with the Company’s risk-based approach, identifying and mitigating potential risks.
• Monitor the list of countries in which the funds are intended to be distributed.
• Ensure marketing materials are compliant with the local marketing requirements and perform oversight on the marketing materials via reviews conducted on a regular basis.
• Stay updated on regulatory changes, particularly in the areas of distribution and marketing, and assess their impact on the Company’s operations.
• Prepare various reports to the senior management on distribution and due diligence activities.
• Keep abreast of external and internal regulatory bodies local and Group-wide distribution standards and business changes; assess any potential impact for the Company.
• Collaborate with internal departments such as sales, compliance, legal, risk and product management to ensure a seamless and coordinated approach to distribution, product governance and marketing activities.
• Effectively engage in ESG related developments within the Company and contribute to the successful implementation of the new rules and regulations arising from the ESG related aspects in regard to distribution and marketing.
• Carry out additional duties as assigned.

Your profile

• Degree in Business or Law
• You have at least 3 - 5 years working experience in a similar position in the Luxembourg investment fund industry within a Management Company/AIFM, investment firm or a Big 4
• Good knowledge of laws and regulations, such as UCITs, AIFMD, MIFID, AML/CTF.
• Fluent written and spoken English and a good knowledge of German required, other European languages (e.g. Italian, Spanish) are an advantage.
• Talent in identifying and implementing process improvement opportunities.
• Excellent business awareness and ability to offer advice and provide solutions within the business context.
• Solution-driven and service-oriented and diplomatic approach
• Excellent team player and able to communicate at all levels in- and outside of the company

Could this be the right opportunity for you?

Please do not hesitate to send your CV to saskia.vanrijswijk@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.

Job Title: Legal Counsel - Private Family Office

Location: Luxembourg

We are selecting a highly experienced and dynamic Legal Counsel joining our client's prestigious Private Family Office based in Luxembourg.

You will play a pivotal role in providing strategic legal counsel and overseeing all legal matters across our diverse portfolio.

Key Responsibilities:

• Oversee company-wide legal initiatives and projects, providing insightful counsel to drive strategic decision-making.
• Offer expert guidance on corporate structuring and organization, ensuring compliance with legal requirements.
• Manage the establishment, management, and dissolution of companies and funds across multiple jurisdictions.
• Draft, review, and evaluate a variety of legal documents to support business objectives, including contracts, agreements, and memoranda.
• Conduct thorough reviews of contracts and paperwork related to private equity and real estate transactions, ensuring regulatory compliance.
• Analyze documentation associated with investments undertaken by various entities within the organization.
• Manage trademark affairs at the group level, safeguarding intellectual property rights.
• Coordinate with regulatory authorities and external stakeholders to ensure adherence to legal and compliance standards.
• Proactively monitor legal and regulatory developments, providing timely updates and recommendations to senior management.
• Deliver comprehensive reports summarizing key legal insights and implications for strategic decision-making.
• Collaborate closely with all stakeholders

Qualifications:

• Fluency in Russian and English is required, with knowledge of French as a plus.
• Bachelor’s degree in law or a related field. Additional qualifications in corporate law are an advantage.
• Minimum 3+ years of experience in legal roles, preferably within a Banking & Capital Markets, or Corporate speciality, from a Bank, BIG 4, Law Firm or private family office or similar environment.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders.
• Expertise in corporate structuring, organizational governance, and regulatory compliance.
• Proven ability to provide strategic legal counsel and drive decision-making processes.
• Thorough understanding of private equity and real estate transactions.
• Strong analytical skills with the ability to conduct comprehensive legal research.
• A proactive approach to monitoring legal and regulatory developments.

If you are a seasoned legal professional looking to take on a leadership role in a prestigious family office environment, we encourage you to apply. Join us in shaping the future of our organization and making a meaningful impact on our success.

Please apply by sending your CV to michael.mandic@andersonwise.com 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. We are an equal opportunity employer and welcome candidates from all backgrounds to apply.

Job Title: Senior Legal Counsel - Private Family Office

Location: Luxembourg

We are selecting a highly experienced and dynamic Senior Legal Counsel to co-work with another Senior Legal Counsel, joining our client's prestigious Private Family Office based in Luxembourg.

You will play a pivotal role in providing strategic legal counsel and overseeing all legal matters across our diverse portfolio.

Key Responsibilities:

• Lead and oversee company-wide legal initiatives and projects, providing insightful counsel to drive strategic decision-making.
• Offer expert guidance on corporate structuring and organization, ensuring compliance with legal requirements.
• Manage the establishment, management, and dissolution of companies and funds across multiple jurisdictions.
• Draft, review, and evaluate a variety of legal documents to support business objectives, including contracts, agreements, and memoranda.
• Conduct thorough reviews of contracts and paperwork related to private equity and real estate transactions, ensuring regulatory compliance.
• Analyze documentation associated with investments undertaken by various entities within the organization.
• Manage trademark affairs at the group level, safeguarding intellectual property rights.
• Coordinate with regulatory authorities and external stakeholders to ensure adherence to legal and compliance standards.
• Proactively monitor legal and regulatory developments, providing timely updates and recommendations to senior management.
• Deliver comprehensive reports summarizing key legal insights and implications for strategic decision-making.
• Collaborate closely with all stakeholders

Qualifications:

• Fluency in Russian and English is required, with knowledge of French as a plus.
• Bachelor’s degree in law or a related field. Additional qualifications in corporate law are an advantage.
• Minimum 7+ years of experience in legal roles, preferably within a Banking & Capital Markets, or Corporate speciality, from a Bank, BIG 4, Law Firm or private family office or similar environment.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders.
• Expertise in corporate structuring, organizational governance, and regulatory compliance.
• Proven ability to provide strategic legal counsel and drive decision-making processes.
• Thorough understanding of private equity and real estate transactions.
• Strong analytical skills with the ability to conduct comprehensive legal research.
• A proactive approach to monitoring legal and regulatory developments.

If you are a seasoned legal professional looking to take on a leadership role in a prestigious family office environment, we encourage you to apply. Join us in shaping the future of our organization and making a meaningful impact on our success.

Please apply by sending your CV to michael.mandic@andersonwise.com 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. We are an equal opportunity employer and welcome candidates from all backgrounds to apply.

One of our clients, an international Bank, based in Luxembourg, is looking for an Operational Risk Associate to join the Risk Management Department.

You will take part in the development and implementation of the Operational Risk Management Framework.

The position is suitable for a candidate that has at least 3 years’ experience within an Operational Risk, Enterprise Risk, Internal Control position either in the Banking or Fund industry in Luxembourg.

Our client offers a professional and stable international working environment with a long-term perspective.

Your Responsibilities

• Analyse the operational risk incidents
• Reporting on the status of the operational risk of the bank
• Support in the preparation of the ICAAP report
• Take part in projects related to the Risk department

Your profile

• Degree in Finance / Economics
• At least 4 years’ experience within an Operational Risk, Enterprise Risk, Internal Control position either in the Banking or Fund industry in Luxembourg.
• Fluent in English, written and spoken
• You have good analytical and reporting skills
• Good knowledge MS Office applications
• You have excellent written and verbal communication skills
• You have the ability to work in an international professional team, looking for a long-term commitment in a stable environment

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.

Could this be the right opportunity for you? Please do not hesitate to send your CV to Saskia van Rijswijk at saskia.vanrijswijk@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.