Fund Oversight Officer
- Luxemburg
- Unbefristet
- Vollzeit
- Perform initial and periodic due diligence on the delegates
- Review and analyse the Key Performance Indicators & Key Risk Indicators of the funds (monthly review/exceptions reports from delegates)
- Review and follow up the cash and asset reconciliations
- Oversee the coordination of the fund corporate life cycle (general meetings of shareholders, board circular resolutions, etc)
- Coordinate the funds’ dividend payments
- Ensure that fund tax documentation is in place and accurate
- Coordinate and prepare the recurrent meetings with delegates and draft respective minutes
- Ensure day-to day monitoring of delegates and follow-up of incidents
- Work in close cooperation with Portfolio, Finance, Risk, Compliance and Legal
- Coordinate the entire funds’ audit process with Central Administration and auditors
- Check the Financial Statements
- Review/coordinate all other fund reporting
- Organise the funds’ board meetings
- Ensure the preparation of the board packs in collaboration with the various counterparties (Central Administration, Depositary Bank, auditors, Investment Manager)
Knowledge and experience
- Master in economics/finance or equivalent
- Relevant experience of minimum 3 years in the fund industry (e.g. in relation with Fund
- Administration, Depositary Bank or audit of funds)
- Regulatory requirements and fund organization applicable to both UCITS and AIF;
- fund accounting mechanisms and NAV calculation
- financial markets and products
- Excel proficiency and comfortable with numbers
- Flexible and eager to learn
- Rigorous and critical scepticism
- Master in economics/finance or equivalent
- Relevant experience of minimum 3 years in the fund industry (e.g. in relation with Fund Administration, Depositary Bank or audit of funds)
- Knowledge of:
- regulatory requirements and fund organization applicable to both UCITS and AIF;
- fund accounting mechanisms and NAV calculation
- financial markets and products
- Excel proficiency and comfortable with numbers
- Flexible and eager to learn
- Rigorous and critical skepticism
- Sense of responsibility and autonomy
- Team player with good communication skills (both oral and written)
- Fluent in French and English is required