Sophisticated investment analysis and oversight role as In-house Analyst Corporate Finance (Commercial Manager) in the front office of a major investment group headquartered in Luxembourg

For the head office of an international privately-owned investment group we are looking to recruit an In-house Analyst Corporate Finance (Commercial Manager) reporting to the Director of Corporate Development with significant exposure to the COO and CEO of the Group. Across a broader spectrum of geographies our client invest in the following sectors: energy, telecom and technology, health, retail, PE and public markets.

Your responsibilities:

1. Group-wide head office oversight:

• Risk management framework;
• Monitoring and control over business units and portfolio companies and ensuring the quality of board materials including business unit performance and benchmarking reporting;
• Preparation of investment monitoring slides for quarterly Board meetings;
• Critical review, challenge, and approval of year end valuations of portfolio companies (impacts incentives);
• Quarterly Group Board meeting coordination;
• Act as a Corporate Secretary and/or minute taker on different boards and committees of different entities within the Group;

2. Incentive programs design and monitoring:

• Structuring, modelling and negotiation of long-term and short-term compensation arrangements for deal executives and Advisory Boards;
• Critical review and approval of financial models for calculation of carried interest, long-term incentives and annual bonuses for deal executives and advisory boards;
• Critical review and approval of calculation of carried interest for third party Private Equity funds in which we are significant LP;
• Interacting with external consultants, legal counsels and tax advisers;
• Oversee process for employee co-investment in portfolio companies, with associated loans

3. Group-wide cash/FX oversight:

2. • Creation of Fund Flow Memorandums, project plans, and co-ordination/oversight of cash moving through group (e.g. at deal closing);
   • Monitor group FX exposure (including investments in portfolio companies);
   • Co-ordinating cash requirement calls between treasury department and deal teams;

4. Other special projects and ad-hoc requests: commercial input on group structure/re-structuring, reviews of potential deals, valuation, analysis, modelling, developing presentations, info memos, minutes and notes etc.

Requirements:

• +3 years of PQE in Big 4 or similar consulting/PE/IB in Transaction Services domain (up to max 8 years)
• Accounting skills, knowledge of transactions, PE world, incentives, top class excel skills, bright & personable
• High achiever, willingness and ability to learn and develop quickly
• Excellent problem-solving skills, solid judgement and pragmatic approach
• Project management skills: ability to work independently, produce quality results and meet deadlines
• Results oriented, drive and motivation for personal and team result

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.

This growing Asset Manager based in Luxembourg, with offices located all over the world is looking to strengthen their Global Distribution Team. This is a position that is a combination of business support, project management, business analyses and reporting.

You will work closely together with the different internal departments such as product development, sales, transfer agency, fund accounting and compliance.

Your Responsibilities

Some of the responsibilities are:

• Assess the fund data management processes
• Build analytical models and assist in the process improvement of the department
• Evaluation of Fund and regulatory reporting
• Assist in preparing monthly and quarterly management reporting.
• Oversee the business assessment of share class registration

For more detailed information about this position please contact me directly.

Your profile

• You have 3 to 5 years’ experience within a position in the fund industry in Luxembourg, with the focus on data management and regulatory reporting. Either in an in-house position or Big4 environment.
• Good understanding of Fund Distribution and Asset Management in general.
• Excellent knowledge of the European fund regulations, such as MiFID II and PRIIPs   
• You speak and write fluently ENGLISH.
• You are well organized and able to work independently with a high degree of quality
• You have strong analytical skills with knowledge working with business analytical tools such as MS Power BI or Microstrategy
• You have excellent knowledge of MS Office, especially Excel  
• You have the ability to integrate in a professional growing existing team

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

Our client is a world-leading boutique private bank with a plan to expand its current coverage of Luxembourg Market and focused solely on Private Banking with UHNWI & Families

Hiring:  Relationship Manager / Private Banker - Luxembourg Market Coverage - UHNWI

We are searching for a Hunter – with a sophisticated approach, sense of style and impeccable communication skills.

• To work with our Clients in partnership, take the time to listen to them, understand their life and financial goals.
• To present a portfolio of investment solutions based on our Client’s needs, not by pushing our products or solutions.
• Work with our Clients as a true financial advisor making sure that they achieve their financial goals. 
• Partner with our clients in order to protect, grow and control their wealth and preserve it for future generations.
• To work in synergy with all internal stakeholders, collaborate to provide a truly unique, personal client centric approach

Your profile

• Minimum 7 years in Private Banking industry with expertise as a Private Banker – Client Advisor, Relationship Manager Hunter/Business Development Manager
• MBA, BBA, Finance, Legal, Tax or Economics, University Educational Background is preferable but not mandatory.
• Private Banker professional background – no other professions would suffice.
• In-depth knowledge of Luxembourg wealth management key client’s market
• An exceptional network of contacts with Luxembourg Ultra High Net Worth Individuals and Families
• Significant self-acquired portfolio with a proven track record 

Please contact michael.mandic@andersonwise.com in order to discuss this exclusive opportunity. Your application will be treated with the utmost discretion. Only senior professionals with a proven track record will be considered.

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 our client - International Private Bank

Relationship Manager / Private Banker – UK Market Coverage - UHNWI

Expanding the coverage of the UK market- focused solely on Private Banking with UHNWI & Families.

We are searching for a Hunter – with a sophisticated approach, sense of style and impeccable communication skills.

• To work with our Clients in partnership, take the time to listen to them, understand their life and financial goals.
• To present a portfolio of investment solutions based on our Client’s needs, not by pushing our products or solutions.
• Work with our Clients as a true financial advisor making sure that they achieve their financial goals. 
• Partner with our clients in order to protect, grow and control their wealth and preserve it for future generations.
• To work in synergy with all internal stakeholders, collaborate to provide a truly unique, personal client centric approach.

Your profile

• Minimum 7 years in Private Banking industry with expertise as a Private Banker – Client Advisor, Relationship Manager, Hunter/Business Development Manager
• MBA, BBA, Finance, Legal, Tax or Economics, University Educational Background is preferable but not mandatory.

• Private Banker professional background – no other professions would suffice.
• In-depth knowledge of UK or RNDs wealth management key client’s market
• An exceptional network of contacts with Ultra High Net Worth Individuals and Families
• Significant self-acquired portfolio with a proven track record 

Please contact michael.mandic@andersonwise.com to discuss this exclusive opportunity. Your application will be treated with the utmost discretion. Only senior professionals with a proven track record will be considered.

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.

Company Secretary

This role is responsible for the corporate legal administration and corporate governance for a well known Real Estate investor.

The selected candidate will work as part of a team of five and be given a high degree of autonomy over a number of Luxembourg SPVs. 

Your Responsibilities

• Conducting board meetings, in a capacity of board secretary, preparing minutes  
• Preparing, reviewing and amending board packs
• In charge of the different filing obligations to ensure that each company within the framework of the Fund complies with all legal and statutory requirements.
• Incorporation and liquidation and general management of SPVs, including maintaining a business register and conducting both the RCS and the CSSF filings
• In charge of issuing of all board meeting and attendance documentation.
• In charge of acquisitions liquidations, and financing of the Fund; liaising with the investment management and finance departments along with the third party legal advisors 
• Document monitoring and tracing (legalization, apostle, analysis, signature, authentication, etc.) and numerous requests for KYC records.

Your profile

• Experience of minimum 3-5 years working as Company Secretary / Corporate Administrator / Fund Administrator
• Good knowledge of Luxembourg laws and regulations
• Fluent in English. French is considered a strong advantage
• Good organisational skills with excellent attention to detail
• Excellent communication skills
• A good team player but also happy to work autonomously

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.

Fund Manager – Real Assets (Renewable Energies)

Reports to Head of Fund Management

International Alternative Investment company present across the world with 14 offices and strong strategic partnership is expanding their Real Assets AIFM Team in Luxembourg. In this exclusive mandate, we are looking for Fund Managers with the following experience:

Your responsibilities

• Act as a Manager of real asset vehicles under management
• Follow-up of the day-to-day management of real asset funds under management, etc.
• Liaise with the Investment Advisors, Investment Management teams in the different countries and the local Asset Managers for all real asset transactions linked to the real asset vehicles under management
• Prepare and monitor investment limitations, distribution calculations, NAV calculations, the plausibility of valuation results etc.
• Attend risk management activities: risk identification, risk strategy, analyses etc.
• Optimise contract management and coordinate new contracts close together with our legal department
• Monitor internal reporting to committees and external reporting e.g. quarterly reports
• Implement asset strategies, capital-, revenue- and cash-flow planning and -management, KPIs etc.
• Support relevant departments in the deal structuring process 

Your qualifications

• Fluent German and English
• Graduate in business, economics, law or similar
• Solid knowledge of tax and/or corporate law, AIFMD law and the Luxembourgish regulatory environment
• 3-5 years of professional experience, ideally in the portfolio management of real assets at an AIFM, Bank, or as an auditor of alternative investments (Preferably knowledge in accounting and asset valuation)
• Strong analytical and conceptual abilities
• Project delivery ownership and prioritisation capabilities
• High-quality standards and strong communication skills
• The ability to work in a team, take initiative and an outstanding ability to learn

Benefits:

Our client is a future-oriented company with team spirit and an outstanding corporate climate. With it, they combine focus, far-sightedness, ambition and independent entrepreneurial responsibility to create synergies.

• Company events for cross-functional team exchange e.g. Welcome Day (Early Bird), regular after-work, summer and Christmas parties as well as team offsite training.
• Internal training opportunities (e.g. Brownbag sessions and language courses)
• Employee benefits: Free drinks, fresh fruits, free parking, lunch vouchers and more

If you believe that this could be the right opportunity for your career advancement, please apply by sending your CV to michael.mandic@andersonwise.com to be considered for in 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.

• Summary
• Terms and Benefits

 Exciting opportunity as Legal Director for a boutique RE Asset Management firm in Luxembourg

Our client, a dynamic and truly entrepreneurial pan-European Real Estate Investment and Asset Management Company, is currently looking for a motivated, confident and experienced German-speaking Lawyer to join its exciting, positive and highly competent team and actively support its business development in Germany as a Legal Director (German-speaking).

Your responsibilities:

• Acting as an internal legal adviser;
• Drafting and reviewing corporate legal documents e.g. agreements, loans, SPAs, share registers, POA’s, convening notices, shareholders and board resolutions, appointments / resignation of Managers, change of registered office, , distributions, amendments of AoA;
• Taking primary responsibility for drafting of intragroup financing documentation;
• Coordinate the necessary steps for company incorporation, registration, capitalisation and liquidation;
• Performing ad hoc legal tasks such as drafting of employment agreements and its addenda, reviewing commercial agreements, letters and correspondence;
• Maintaining a proper data room/ ensuring all company records and statutory registers are properly maintained and updated on a timely basis;
• Arranging relevant filings with the local trade registers, notarization and apostilling of documents where needed;
• Holding board member mandates in the HoldCos and SPVs under management;
• Prepare, convene and hold shareholders and board meetings;
• Take part in quarterly board meetings in Luxembourg and abroad, using experience and drawing on others experience to make decisions at these meetings and prepare the minutes on a timely basis;
• Ensure compliance with corporate and regulatory requirements;
• Acting as a data protection officer for the group;
• Dealing with compliance and KYC queries / ensuring good corporate governance and awareness of staff on compliance matters;
• Reviewing financial statements, ensuring prompt execution of engagement letters, preparing documents for the approval of annual accounts;
• Reviewing tax returns, preparing and filing of the WHT returns;
• Reviewing and approving investment memorandums and financing /refinancing activities;
• Being responsible over opening of bank accounts and bank authorities / signatory powers;
• Reviewing and authorizing payments on a daily basis;
• Liaising with accounting teams, external lawyers, banks,  notaries and administration;
• Monitoring changes in company and business law in Luxembourg and main European jurisdictions;

Your Profile:

• Master degree in law with bar registration preferably in Germany
• At least 5 years of experience in corporate law, M&A with a strong understanding of the Luxembourg legal framework and Real Estate
• Highly skilled communicator in German and English with excellent interpersonal skills; possesses the ability to forge trusted relationships at all levels
• Driven, hard-working, available and fully dedicated
• Naturally highly organised and methodical, with the ability to learn very quickly
• Highly motivated, able to work under pressure and manage deadlines, flexible attitude, prepared to go the extra mile to deliver
• Excellent attention to detail

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.