Our client, a solid and leading Swiss Asset Management firm seeks to find a senior and well-experienced Head of Risk Management / Conducting Officer (liquid assets only) for their Luxembourg office.

Your responsibilities:

Risk Management

• Risk Monitoring
  • Define and ensure the compliance with the risk management framework (risk management policy) as well as with laws and regulations
  • Conduct forward-looking risk management for investment funds, including definition of risk profiles and regular monitoring of all risk exposures
  • Ensure that implementation of investment controls is in line with prospectus & regulations, participate in pre-trade eligibility process and act as point of escalation for investment restriction topics
  • Monitor breach handling process
  • Provide risk and governance driven input for product definition and changes
  • Support risk monitoring of branches
  • Own the Risk Management Procedure documentation
• Collaborate as required with the wider Risk Team, as well as other teams in CH and other locations, including Investment Control and Product.
• Monitor, manage and improve service provider’s risk-relevant service quality and offering. Ensure delivery of accurate and timely risk data (4Cs reports, Value-at-Risk and other reports)

Conducting Officer

• As part of the Executive Management team, contribute to the overall strategy, structure and development of the Management Company
• Collaborate actively and positively with the Management team and take ownership of the risk related activities
• Reporting to Management Company and Fund Boards as well as to Executive Committee and other relevant Committees.
• Team Management

Your profile:   

• Industry experience: at least 10 years’ experience of funds and investment risk management preferably in a global asset management firm (liquid assets)
• Previous Conducting Officer experience
• Funds knowledge: expert-level (based on hands-on experience) of all aspects of fund operations (TA, accounting, administration, valuation, distribution) and of investor types (institutional, retail) and service-providers (TAs, custodians, administrators)
• Regulatory knowledge: experience of the Luxembourg regulatory framework for investment managers (UCITS, AIFMD etc). Additionally knowledge of Swiss, UK, Irish and US collective investments would be an advantage
• Risk or finance-relevant education: a degree in economics, finance, statistics, science or engineering. A CFA, FRM or other industry qualification would be an advantage
• Asset class and financial instrument knowledge: a good cross-asset class understanding, including that of the risks and pricing of derivative instruments
• Excellent communication: be able to communicate effectively at all levels, with both internal and external stakeholders (including investors, board members and regulators)
• Ability to work closely with colleagues in the CH-based Risk team, as well as colleagues in other teams and locations
• Ability to work independently and be effective in leading a collaborative effort
• Be motivated be a desire to solve problems, taking the initiative to obtain the required information where necessary, innovating where appropriate and following issues through to resolution or hand-over to suitable responsible parties
• Languages: fluent written and spoken communication in English, with German and French in addition being an advantage.

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.

Treasury Assistant

The candidate will report directly to the Treasury Manager (based in Luxembourg) and work alongside one other treasury professional. Previous treasury experience is not essential but an ability and desire to learn quickly and become an integral member of a small treasury team and the wider Luxembourg office is.

Within this well-established Real Estate investor, the role offers a very varied role; you will deal with sensitive data within a challenging and international environment.

 Your Responsibilities:

 Wire Transfer Templates Co-ordination (25%)

• Maintain format and changes as requested.
• Repetitive Transfer Template Creation in TMS.
• Ensure call back and verification on new wire setups and changes.

Wire Transfer Live Preparation (30%)

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

Cash Position Reconciliation (30%)

• Set and reconcile daily cash positions.
• Ensure mobilization of funds to ensure completion of disbursements.
• Identify failed wires and follow-up on correction.
• Monitor daily cash movements across fund bank accounts, as well as interface with various fund accounting and asset management groups to verify their daily cash transaction movements.

Perform administrative functions to support the Corporate Treasury Group (15%)

• Management of received bank statements
• Maintain internal records and histories on bank account openings, changes and closings.
• Correspond with appropriate internal departments on bank account openings, changes and closings
• Manage various Treasury tables
• Special Projects support to Treasury Manager.

Your profile:

• Bachelor’s degree (BAC+3) in Finance or Economics with finance module (numerical subject)
• A first experience in Accounts Payable, Treasury or Accounting assistance is preferable but the role is also open to junior applicants
• Fluency in English is essential. French would be ideal.
• Proficient in the use of MS Office (Word, Excel, PowerPoint Outlook)
• 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

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 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.

We are currently recruiting an Oversight Officer to join a growing Alternative Investment Company based in Luxembourg. This is a newly created position.

This role fits to a person with experience in managing Third Party oversight, such as Fund Administration, Transfer Agent, Depositary etc.

A good understanding of Alternative Investment Fund such as Private Debt, Infrastructure, Private Equity and Real Estate would be an assist. You need to be able to work independently and in close collaboration with Senior Management and build internal and external relationships.

Your Responsibilities

The Oversight officer position reports to the Conducting Officer. Your main responsibility will be to monitor all services provided by Third party providers. Such as Fund administration, Transfer Agent, Depositary, and other entities in the group. Furthermore, you will assist the conducting officers within the operational support.

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

• Manage meetings with the service providers
• Manage the due diligence of the service providers
• Collect and review of reports
• Draft report for senior management  

Your profile

• You have a Degree in Finance / Accounting / Economics 
• You have at least 2 years’ experience in a position within the Investment Fund industry. Either coming for Big 4 or in-house operational position.
• Knowledge of AML/CFT
• Experience within Alternative Investment Fund sector would be an asset.
• Experience with operations and processes improvement
• Strong problem solving and analytical mind-set.
• You are able to set priorities and work with tight deadlines.
• You are fluent in English both written and spoken.  Any other European languages would be considered an asset.
• You are a strong team player and have the ability to communicate and build relationships at all levels in /outside the organisation.
• You are ready to join an international growing structure.  

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.

we are looking for:

Desk Head/Relationship Manager / Private Banker - UK and Ireland

our client is an International Private Bank keen to expand their current coverage of English Speaking markets - UK & Ireland

We are searching for a Hunter –  Private Banker with a sophisticated yet entrepreneurial approach, sense of style and impeccable communication skills

Responsibilities:

• S/he will 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

Ideal profile:

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

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.

Head of International Markets - Private Banking 

For our client - International Private Bank - based in Luxembourg 

We are searching for a Senior Relationship Manager - Team Head of International clients

Ideal candidate would have an entrepreneurial approach, management skills and strong network of UHNWI and VHNWI clients.

Responsibilities:

• Manage the team of Senior Relationship Managers, Portfolio Managers and Assistants 
• Run strategic marketing in International client's segment 
• S/he will work with our Clients in partnership, take the time to listen to them, understand their life goals and anticipate their financial needs.
  
• 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

Ideal profile:

• Minimum 10 years in the Private Banking industry with expertise as a Private Banker – Client Advisor, Relationship Manager Hunter or Business Development Manager and a Team Head
  
• Strong entrepreneurial approach to business
• Private Banking professional background – no other professions would suffice
• MBA, BBA, Finance, Legal, Tax or Economics, University Educational Background is preferable but not mandatory
• In-depth knowledge of  UHNWI & VHNWI International Private Banking & Wealth Management key client’s 
  
• An exceptional network of contacts with Ultra High Net Worth Individuals and Families
• English speaking with a strong network of contacts/clients
  
• Significant self-acquired portfolio with a proven track record and a network of potential clients

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.

Financial Controller 

Basé à Luxembourg-ville et rattaché(e) au Responsable Administratif et Financier, vous participerez à la planification, la gestion et la coordination des tâches administratives financières et comptables.

Vous aiderez à mettre en place le budget, à valider les décisions prises, la trésorerie ou encore la comptabilité, ainsi que les aspects administratifs.

Vous aurez la chance de rejoindre une belle structure, solide et en pleine croissance tout en respectant un bon équilibre entre vie professionnelle et vie privée.

Vos responsabilités :

• Vous serez en charge du reporting mensuel pour chaque entité (P&L, balance-sheet, cash-flow, KPIs), analysant les écarts vs Budget et vs N-1 et préconisant des solutions
• Vous contrôlerez les reporting groupe dans le cadre des remontées de la consolidation et des budgets
• En coordination avec le RAF, vous préparerez le Budget et les Reforecasts récurrents tout au long de l’année et en contrôlerez la réalisation
• Vous veillerez au respect des procédures d’exécution des dépenses
• Vous contrôlerez la facturation clients et le suivi des encaissements
• Vous vous assurerez que tous les aspects comptables du business sont correctement effectués par l’équipe comptable et correctement reflétés dans les comptes
• Vous participerez à la migration de l’ERP et à la mise en place d’un outil Power BI
• Vous participerez à toute analyse financière et comptable ad-hoc, contribuant au développement du business et à l’amélioration des processus.

Votre profil :

• Diplôme Universitaire ou Business School (Master) en Corporate Finance, Controlling ou Audit
• Expérience de minimum 4-5 ans en audit de sociétés commerciales avec idéalement une expérience en controlling interne
• Excellente maîtrise des principes comptables et financiers
• Maitrise de la gestion sociale d’une structure de taille moyenne
• Excellente maîtrise d’Excel
• Capacité à interagir avec le Management
• Maîtrise courante de la langue française avec un bon niveau d’anglais
• Vous avez une forte capacité analytique avec une attention particulière aux détails
• Vous êtes polyvalent, volontaire, proactif, ouvert d’esprit et faites preuve de rigueur et de pragmatisme
• Intéressé par la migration d’ERP, l’automatisation et l’implémentation d’un Power BI

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.