Investment Solutions Officer

This opportunity could change your life!

The mission

OneLife is a Luxembourg life insurance company specialised in cross-border financial planning solutions for wealthy clients across Europe and beyond. To support our growth, we are looking for the right candidate to join our passionate Sales Support team.

The purpose of the role of Investment Solutions Officer is to support the Investment Solutions Team in maintaining daily operational business continuity of the department.

You are responsible for the daily monitoring of the Non-Traditional Assets portfolio (here after “NTA”) as well as ensuring the procedures are respected. This includes tasks for Quarterly reporting and business as usual of the department. That involves understanding of the valuation method (Asset, Income and Market approach) as well as the alternative funds sector and the unquoted assets.

Main objectives of the role

• Assess fund’s market trends, Sales, Fund Houses, broker and client’s needs
• Consult others when managing client requests are in conflict with standards, practices and regulation
• Ensure that both procedures and legal framework are respected when onboarding a new NTA
• Liaise with various stakeholders (internal: Tax & Legal, Compliance…; external: Custodian banks, Auditors…)
• Ensure an effective follow up of the NTA monitoring and appropriate communication in case of issue
• Ensure that our internal folders stored on the internal server are up to date
• Provide clear explanation and supporting documentation during the different phases (NTA acceptance, valuation, etc.)
• Valuation method for NTA’s to understand (Asset, income and market approach)
• Promote new ideas and services by applying knowledge of the industry/sector to create client value
• Think of ways of internal and external communication (develop leaflet, brochures, press articles, LinkedIn…)
• Seek opportunities to add value to client (be creative), Regulatory updates to perform/share
• Participate in ad hoc projects, events… and be an active support to the promotion of the department

Profile of our future teammate

• Master Degree in Economics or Finance;
• Very good knowledge in investment vehicles and in the (alternative) fund industry;
• Min. 2 years’ experience in the Private Equity, Alternative Funds and valuation analysis sector;
• Knowledge of valuation methodology or audit background is an asset
• Strong attention to details;
• Analytical mind-set;
• Flexible and ability to easily adapt;
• Broker, fund house or insurance sectors previous experience is an asset;
• Fluent in French and English (any other language is an asset).

Are you interested in working for a growing Luxembourg based life insurance company?

Jump into the adventure and join a team with a supportive and collaborative working environment. We encourage all applications and would be pleased to welcome you for an interview.

Recruitment Process

Interested candidates should submit their application, only your CV, via Moovijob.com.

What we offer…

• Member of the Insurance collective agreement
• Pension plan
• Flextime hours & teleworking authorised (possibility to exceed the authorised tax threshold within the limit of 25% of the working time)
• 35.5 days of holidays per year
• Fruit at the office, sports committee, social events…