For one of our clients, an european institution in Luxembourg, Sofitex Talent is currently looking for a: Mandate Services Officer (M/F) The Institution provides access to finance to SMEs through a wide range of selected financial intermediaries (e.g. bank, guarantee, leasing and microfinance institutions as well as private equity and venture capital funds) further to resources entrusted to it by its mandators. The department in question is responsible for Middle and Back Office operational activities linked to intermediaries as well as resource providers. The division seeking temporary support centralises expertise in fields such as mandate governance, operational reporting, and termination, amongst others. All these activities are to be performed in close cooperation with other services and include the daily management of existing mandates and requests from mandators, focusing on operational aspects. Operating network : The Officer will report to the corresponding Head of Unit of the MS team and is responsible for executing all the tasks of the team as allocated and further explained below. The Officer will liaise with both with external (mandators, auditors etc.) and internal stakeholders (such as mandate relationship managers, mandate developers, legal services, finance office, risk office). Responsibilities: The Mandate Management Officer will oversee and execute mandate operations such as: Termination data management; Mandate termination dashboard support and enhancement; Development of a mandate termination glossary; Cost/benefit analysis for mandate terminations Standardisation support for mandate termination templates; Governance activities for investment boards, steering committees, governance reporting and archiving etc; Support on various audit, monitoring and evaluation interventions across mandates; Collaboration on mandate reporting; Update and maintenance of corresponding datasets in the dedicated systems; Contribute to the digitalisation and streamlining of internal workflows and support transversal initiatives such as process improvements and system enhancement projects; Support Officers across the team on various and ad-hoc termination, governance and reporting activities if necessary. The Reporting Officer will be in charge of ensuring accurate and timely reporting of operational data for the whole spectrum of the organisation’s managed investment programmes and contribute to the presentation of mandates results and operations to mandators and other stakeholders, working in a detail-oriented, strong analytical and data-driven environment. The following tasks and responsibilities ensue: Generate and deliver regular operational reports, ensuring accuracy, consistency, and adherence to reporting standards for Private Equity and / or Guarantees business lines. Liaising with mandate relationship managers, as well as colleagues from Finance, Risk and Mandate Services, to ensure alignment with internal procedures and compliance with mandate requirements. Proactively identify opportunities to streamline reporting processes, reduce manual effort, and enhance operational efficiency through automation.
