Investment Solutions Officer

ONELIFE; Verwaltungsgemeinschaft Meßkirch; Hybrid; EUR 45.000 - 75.000; Vollzeit

Zusammenfassung

Ein innovatives Unternehmen sucht einen Investment Solutions Officer, der das Investment Solutions Team unterstützt. Diese Rolle umfasst die Überwachung des Portfolios für Nicht-Traditionelle Vermögenswerte, die Sicherstellung der Einhaltung von Verfahren sowie die Kommunikation mit internen und externen Stakeholdern. In einem dynamischen und wachsenden Umfeld haben Sie die Möglichkeit, kreative Lösungen zu entwickeln und zur Wertschöpfung für Kunden beizutragen. Wenn Sie eine Leidenschaft für Finanzplanung haben und in einem unterstützenden Team arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Leistungen

Betriebliche Altersvorsorge

Flexible Arbeitszeiten

Homeoffice-Möglichkeiten

35,5 Urlaubstage pro Jahr

Obst im Büro

Sportausschuss

Soziale Veranstaltungen

Qualifikationen

• Mindestens 2 Jahre Erfahrung im Bereich Private Equity und alternative Fonds.
• Kenntnisse in Bewertungsmethoden und Analyse von Investitionsvehikeln.

Aufgaben

• Überwachung des Portfolios für Nicht-Traditionelle Vermögenswerte.
• Sicherstellung der Einhaltung von Verfahren und rechtlichen Rahmenbedingungen.

Kenntnisse

Analytisches Denken

Aufmerksamkeit für Details

Kundenorientierung

Flexibilität

Kenntnis der alternativen Fondsindustrie

Fließend in Französisch

Fließend in Englisch

Ausbildung

Master-Abschluss in Wirtschaft oder Finanzen

Tools

Microsoft Office

Jobbeschreibung

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

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

Profile of our future teammate

1. Master Degree in Economics or Finance;
2. Very good knowledge in investment vehicles and in the (alternative) fund industry;
3. Min. 2 years’ experience in the Private Equity, Alternative Funds and valuation analysis sector;
4. Knowledge of valuation methodology or audit background is an asset
5. Strong attention to details;
6. Analytical mind-set;
7. Flexible and ability to easily adapt;
8. Broker, fund house or insurance sector previous experience is an asset;
9. 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.

OneLife. Several reasons

OneLife exists to overturn conventional attitudes to life assurance. As a specialist in this area with close to 35 years’ experience, we develop cross-border financial planning solutions for wealthy clients across Europe and beyond.

Whether it’s a question of long-term savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs.

Together with a solid network of select partners — including private banks, family offices and independent financial advisers — our dynamic team of international experts offers a fresh approach that helps understand and anticipate the needs of wealthy clients in a world of change.

With EUR 9 bn in assets under management, OneLife is a member of Groupe APICIL, the third largest social protection group in France, engaged in health and life insurance, pensions, savings products and related financial services.

What we offer…

1. Member of the Insurance collective agreement
2. Pension plan
3. Flextime hours & teleworking authorised (possibility to exceed the authorised tax threshold within the limit of 25% of the working time)
4. 35.5 days of holidays per year
5. Fruit at the office, sports committee, social events…