Finance Associate – German Speaker

Our client is a major Real Estate investment firm. In this company, you will enjoy working with highly competent professionals in an international and dynamic environment. The company will support you in your development, offer flexible working hours and working-from-home days, a competitive salary package and possibilities to develop your career.

Your Responsibilities

Financial Accounting

• Review property reporting packages prepared by local service providers and ensure their completeness and accuracy.
• Preparation and booking of general journal entries.
• Preparation of local and group GAAP adjustments while ensuring proper application of internal accounting policies and controls
• Analyze monthly and quarterly financial metrics and data (net operating income, capital expenditures, intercompany reconciliations, debt covenants, etc.)
• Prepare intercompany reconciliations and ensure regular intercompany settlements where applicable.
• Support periodic group budgeting process.

Reporting

• Facilitate monthly, quarterly, and annual group reporting.
• Assist with annual statutory accounts.
• Assist with the group consolidation process.
• Liaise with external groups and local auditors.
• Assist with ad hoc reports/reconciliations.

Cash management

• Assist in periodic cash distribution analysis and ensure timely cash repatriation to investors (cash flow analysis, tax mechanics, local regulatory requirements, etc.)

Portfolio Management

• Support the asset management team with ad hoc financial information / analysis as required
• Assist with onboarding, acquisition and disposition.
• Compliance & Risk.
• Ensure legal and statutory compliance through liaison with the legal & compliance department.

Other Responsibilities

• Assist with continuous improvement initiatives for all financial reporting processes.
• Liaison with 3rd party administrators and finance teams across Europe.

Your profile

• Degree in accounting, finance or economics
• 1-3 years relevant professional experience in an accounting, finance or audit
• Fluency in German and English
• Team player
• Result-oriented and hands-on mentality
• Excellent organization skills & attention to detail
• Ability to work under pressure and meet tight deadlines
• Proficient user of MS Office and accounting software

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.

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.

Senior Finance Manager

Anderson Wise is pleased to assist a well-established Alternative Investment Company in its search for a Senior Finance Manager. We are seeking a driven and dedicated individual to join the Luxembourg office and supervise a team.

The Luxembourg office is conveniently located close to public transport and offers a nice and international work environment.

Your Responsibilities

• Manage accounting for subsidiaries per Lux GAAP and IFRS and provide monthly reports.
• Handle bank and general ledger reconciliations.
• Main contact for external auditors during annual audits.
• Prepare annual budget, forecasts, and variance reports.
• Present quarterly updates on expenses and investments to committees and the Board.
• Oversee cash management, including position evaluation, limit monitoring, cash pooling, and account management.
• Conduct cash forecasting and manage transfer requests.
• Design and maintain an efficient payment process for operating expenses.
• Approve and execute payments for operating expense invoices.
• Enhance Finance systems for digitalization and performance with IT and Business Planning & Execution.
• Collaborate with Legal & Tax on corporate income tax, VAT, transfer pricing, and other tax matters.
• Maintain a robust internal control environment with proper segregation of duties and adherence to the four-eyes principle.

• Work with Risk on Risk and Control Self-Assessments and policy compliance.

Your profile

• Master degree in Finance and accounting, ideally completed with professional qualifications (ACCA, or equivalent)
• From 10 years of professional experience in finance & accounting roles, ideally in an Audit function combined with an inhouse experience in PE/RE/investment industry in Luxembourg

• Experience in a similar role in Luxembourg is a strong asset.
• Proven leadership and team management skills.
• Strong ethical standards and professional responsibility.
• Proactive, flexible, and adept in dynamic environments.
• Tech-savvy, focused on system and process improvements.
• Excellent communication and interpersonal skills.
• Proficient in English.

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.

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.

 Investment Manager – Private Equity

Our client is an alternative investment firm seeking an Investment Manager to join its growing and entrepreneurial investment team.  

This is a unique opportunity for an experienced and dynamic Investment Manager to lead and drive the analysis, execution, and management of a fund of funds Private Equity program with a strong emphasis on co-investments. The ideal candidate will bring strong technical skills (including LBO modelling), a strategic mindset, a deep understanding of the private equity market, and excellent communication skills in English.

 Your responsibilities:

1. Investment Analysis and Recommendations:

• Lead the execution support for analyzing new investment opportunities within Private Markets – both primaries and co-investments.
• Develop comprehensive recommendations for the investment committee, ensuring high-quality analysis and strategic alignment with investment goals.

• Oversee the monitoring of existing commitments.
• Manage and support data collection and the administration of a third-party database solution to track portfolio developments of underlying holdings.

• Lead the preparation and presentation of ad-hoc reports, including Limited Partner reporting, cash flow projections, and Annual General Meeting presentations.
• Ensure all reports and presentations are insightful, accurate, and aligned with stakeholder requirements.

• Coordinate activities across both Private Equity and Private Credit fund commitments and co-investments.
• Provide leadership and mentorship to junior team members, fostering a collaborative and high-performance work environment.

 Your profile:

• Bachelor's degree in Finance, Business, Economics, or a related field; advanced degree or professional certification is preferred
• Minimum 6 years of proven experience in Private Equity, with a strong track record in investment analysis and portfolio management
• Fluent in English, both written and spoken is a mandatory requirement
• Proficiency in PowerPoint and Excel
• Experience in LBO modelling is a must
• Excellent analytical and strategic thinking skills
• Strong communication and presentation skills, with the ability to convey complex information clearly and effectively to diverse stakeholders
• Hardworking and motivated to deliver a high-quality of work
• Ability to think constructively and work independently while interacting with the teams on project related tasks
• Attention to detail and good time management
• High level of numeracy and understanding of corporate finance
• Problem solving and analytical thinking

Could this be the right opportunity for you? Please do not hesitate to send your CV to Aude François aude.francois@andersonwise.com to be considered for this recruitment process.

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.

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.

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.

Investor Relations Officer – Investment Firm/AIFM

Our client is an investment firm/AIFM seeking an Investor Relations Officer/Fund Raising to join its growing and entrepreneurial investment team in Luxembourg.

Your Responsibilities

Investor Relations

• You will play a crucial part in shaping and conveying the fund's value proposition, performance, and investment strategy to both current and prospective investors.
• You will be responsible for developing and implementing a strategic communication plan that effectively communicates these key aspects. This involves crafting tailored messages that resonate with various investor segments and ensuring consistency across all communication channels.
• Additionally, you will maintain regular contact with investors, fostering strong relationships built on trust and transparency. By actively listening to and understanding their needs and feedback, you will help align strategies and communications to better meet investor expectations and enhance their overall experience.

Fundraising

• You will be involved in expanding the investor base, with an emphasis on family offices and high-net-worth individuals (professional investors).
• Your responsibilities will include identifying, researching, and engaging potential investors who align with the fund's distinct strategy and values.
• You will help to develop and implement a comprehensive fundraising strategy designed to meet or exceed the capital raising targets. This involves targeting key geographic areas and customizing approaches to highlight the fund’s unique track record.
• You will also gather and follow up on leads from Board members or Senior Management, initiating introductory calls and meetings to cultivate interest.
• Additionally, you will collaborate closely with the legal and compliance team to ensure that all fundraising activities adhere to regulatory standards and best practices, safeguarding the integrity and success of fundraising efforts.
• You will be essential in creating and maintaining impactful investor relations through a variety of channels and events.

Communication and networking

• You will assist in preparing presentations and other critical communication materials
• Your role will involve organizing and participating in updates, roadshows, conferences, and one-on-one meetings with both existing and prospective investors to build strong relationships and securing new investments.
• You will coordinate with the Portfolio Team and IC members to ensure their active participation in these engagements, enhancing the quality and depth of discussions.
• Additionally, you will maintain a comprehensive investor pipeline and CRM database, meticulously tracking interactions, feedback, and follow up activities to ensure no opportunity is overlooked.

Your profile

• University degree in Finance / Economics /Wealth management/ Law or equivalent
• Previous experience within the Private Bank, Wealth management, Family Office or investment advisory industry working as Private Banking Assistant, Investor Relations Officer or a similar role
• Fluent in English is mandatory. Fluency in Greek language would be a strong asset
• Excellent communication and relationship management skills
• Quality focused, business minded, self-motivated and detail-oriented
• Proactive, highly meticulous, and analytical thinking
• Strong in planning, organization and project management
• Knows and understands confidentiality
• Proficient in PowerPoint and Excel

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.

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.

Finance Manager – Private Equity

Anderson Wise is excited to assist its client, a prominent alternative asset management firm in Europe. We are seeking a driven and dedicated individual to join their team as a Finance Manager at the Luxembourg office.

Join their dynamic team and make meaningful contributions in an energetic work environment. As part of this role, you'll collaborate closely with the Finance Director in Luxembourg to supervise and evaluate third-party service providers. Additionally, you'll manage tasks such as cash management, deal finalization, and addressing operational issues impacting their SPVs.

The Luxembourg office is conveniently located at a walking distance from the Luxembourg station. The company offers a nice and international work environment, with flexible working hours and hybrid working model.

Your Responsibilities

• Tasked with overseeing the finalization and conducting evaluations of periodic and annual financial accounts.
• Supervising and assisting the accounting, audit, tax, legal, and other SPV service providers.
• Provide support with a range of compliance tasks, including the preparation and submission of CIT and VAT returns.
• Aid in resolving local accounting, reporting, and operational challenges.
• Support with operational matters/ad-hoc tasks as needed.
• Build and maintain robust relationships with third-party service providers and relevant regulatory authorities.

Your profile

• Master’s degree in accounting/finance/economics (ACCA or equivalent certification would be a strong asset)
• From 7 years of professional experience within an Audit function (Manager level), an Accounting function (Manager level) within an accounting / audit service providers combined with an experience in an alternative investment firm in Luxembourg
• Strong skills in Lux GAAP and IFRS
• Strong technical skills in intercompany financing instruments and transfer pricing
• Understanding of Luxembourg tax laws and reporting requirements.
• Fluent in English language
• Proactive team player, self-motivated to meet deadlines and manage tasks efficiently.
• Strong attention to detail and precision.
• Exceptional organizational abilities.

Could this be the right opportunity for you? Please do not hesitate to send your CV to Valeire Potier valerie.potier@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.

Business Control and Transaction Monitoring Manager - Private Equity

The Business Control and Transaction Monitoring Manager will join the head office of an international privately-owned investment group with a broad range of investments in the following sectors: energy, telecom and technology, health, retail, PE and public markets.

This Private Equity investment company offers a truly diverse and collaborative environment. Their Luxembourg office boasts an international team, with more than 10 different nationalities represented, while preserving a warm and respectful atmosphere.

The office is currently located in the city center of Luxembourg and will move to Strassen in the summer.

Your Responsibilities:

Reporting to the Director of Corporate Development, you will work WITH the Finance Team, but not IN the Finance Team, and support the Director of Corporate Development in all of his responsiblities. The role is diverse, with varying levels of responsiblity (depending on skillset/strengths and evolving over time). Also, depending on your profile, you will be trained on some aspects (flexibility is required).

The role has 4 main areas of responsiblity:

1. Group-wide head office oversight:

• 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);
• Act as a Corporate Secretary and/or minute taker on different boards and committees of different entities within the Group;
• Act as a Manager for different Head Office Companies

1. Incentive programs design and monitoring:

• Critical review and approval of financial models for calculation of carried interest, long-term incentives and annual bonuses for the deal teams and advisory boards;
• Critical review and approval of calculation of carried interest for third-party Private Equity funds in which the company had significant limited partnerships.
• Interacting with external consultants, legal counsels and tax advisers;
• Oversee process for employee co-investment in portfolio companies, with associated loans
• Depending on progress, ability to structuring and modelling of long-term and short-term compensation arrangements for the deal teams;
•  

1. Group-wide cash flow management:

• Creation of Fund Flow Memorandums, project plans, and coordination/oversight of cash moving through group (e.g. at deal closing);
• Liaising with the tax, finance and legal teams, ensuring no unforeseen tax or legal implications
• Co-ordinating cash requirement calls between the treasury department and deal teams;
  

1. 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.
• Ability and willingness to get involved in a wide variety of different projects

Your Profile:

• Approximately 4 – 6 years of PQE in Big 4 or similar consulting /PE /investments in Transaction Services domain
• Fluency in English is mandatory
• High achiever, willingness and ability to learn and develop quickly
• Excellent problem-solving skills, solid judgement and pragmatic approach
• Accounting skills, knowledge of transactions, PE world, incentives, top class excel skills, bright & personable
• Ongoing CFA or CAIA qualification is a plus
• Modelling / Valuation experience is a strong asset
• Project management skills: the ability to work independently to produce quality results, meet deadlines to negotiate project timelines between various teams with different priorities
• Results-oriented, driven and motivated for personal and team results
• Flexibility in terms of responsiblities, willingness to learn, adjust and adapt

Could this be the right opportunity for you? Please do not hesitate to send your CV to Aude François aude.francois@andersonwise.com to be considered for this recruitment process.

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.

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.

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.

Company Secretary – Global Asset Management firm

The Opportunity:

An excellent opportunity to join a global and prestigious asset management firm as a Company Secretary. You will play a pivotal role in ensuring the smooth operation of board and committee processes while upholding the highest standards of corporate governance. Joining a small company secretarial team, you will gain invaluable experience working in a fast-moving and growing International business.

Key Responsibilities:

Board and Committee Excellence

• Lead the entire lifecycle of multiple Boards and Committees, meticulously managing meeting preparations, attendance, minute-taking, and follow-up actions.
• Coordinate approximately 200 meetings annually with precision and efficiency, ensuring seamless scheduling and execution.
• Collaborate closely with Legal and Compliance teams to develop and enforce robust corporate governance processes and policies.
• Maintain the integrity of departmental systems, including oversight of access to cutting-edge Board management platform (Boardvantage) and timely contract renewals.

Governance Framework

• Assist in maintaining the organization's Governance framework, staying abreast of regulatory changes and advising boards on necessary adjustments.
• Regularly update key governance documents such as terms of reference and organizational charts to ensure alignment with best practices.
• Conduct thorough bi-annual evaluations of Board and committee members to optimize functionality and effectiveness.

Cross-Functional Collaboration

• Serve as a liaison with various departments including Legal, Compliance, Sales, HR, Finance, Risk, IT, and Operations to facilitate seamless information exchange and meet operational needs.

Management and Reporting

• Report directly to the Head of the Company Secretariat, ensuring transparent communication and alignment with organizational goals.

Systems and Compliance

• Utilize a variety of tools and platforms including Microsoft Office Suite, M Files, and Boardvantage to streamline processes and enhance operational efficiency.
• Uphold rigorous compliance with all legal, regulatory, and internal requirements, demonstrating unwavering commitment to organizational integrity and accountability.

Your Profile:

• Relevant working experience of around 5 to 7 years, demonstrating a strong foundation for success in this role.
• Proven track record in attending meetings and producing meticulous minutes, preferably within an international, multicultural environment, with a preference for experience in the financial services industry.
• Familiarity with corporate governance practices and proficiency in electronic Document Management systems and Board portals is advantageous.

Competencies:

• Exceptional time management and prioritization skills, enabling efficient management of diverse tasks within prescribed timelines.
• Strong organizational acumen and ability to multitask effectively in ambiguous situations.
• Proactive approach, demonstrating initiative and commitment to driving results.
• Excellent communication and interpersonal skills, coupled with a keen eye for detail and a commitment to confidentiality.

Skills & Knowledge Requirements:

• Proficiency in both written and verbal English, with additional language skills considered advantageous.
• Advanced proficiency in the Microsoft Office Suite, particularly Word, Excel, PowerPoint, and Outlook.
• Prior exposure to digital Board package management is preferred, enhancing operational efficiency and effectiveness.

Could this be the right opportunity for you? Please do not hesitate to send your CV to Andrew Notter at andrew.notter@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.