Senior Analyst - Portfolio Management & Distribution Oversight

Job Description
Title: Senior Analyst - Portfolio Management & Distribution Oversight
Department: AIFM Services
Location: Luxembourg
Schedule: Monday to Friday, 40 hours per week, hybrid
Contract: Permanent, full time
This is a great opportunity to join a fast-growing AIFM and contribute actively to its development and evolution. The Senior Analyst Portfolio - Management & Distribution Oversight - will assist with managing the portfolio activities of the AIFM for a wide range of investment strategies (private equity / real estate / infrastructure / debt / fund of fund / other type of investment strategies) in collaboration with the investment advisors and will support on the day-to-day marketing & distribution activities oversight. The role will report into the Conducting Officer in charge of Portfolio Management & Distribution Oversight.
Some of the things you will be doing

• Assist the Conducting Officer in charge of Portfolio Management in managing the portfolio activities of the AIFM for a wide range of investment strategies (private equity / real estate / infrastructure / debt / fund of fund / other type of investment strategies) in collaboration with the investment advisors
• Assist in the organization and participate on the AIFM investment committees
• Review the profile and business plan for potential investment opportunities, in compliance with the AIF's risk profile and investment restrictions
• Perform ongoing monitoring of investments' compliance with applicable regulations and AIF's legal documents
• Perform ongoing monitoring on the portfolio management activities performed by investment managers, in case of delegation
• Perform initial and periodic due diligence on the delegated portfolio managers and investment advisors
• Prepare quarterly portfolio management reports for the Board meetings of the AIFs under management
• Assist in the preparation of the reports for the senior management and Board meetings
• Assist in drafting and reviewing of internal policies and procedures in relation with the portfolio management of the AIFM
• Support in the daily oversight of the marketing & distribution activities (including performing due diligence for the distribution delegates and marketing intermediaries, etc.)
• Support in maintaining the marketing & distribution activities oversight and marketing related policies, procedures, processes, SLAs, etc. to ensure the compliance with the applicable regulations and the internal processes
• Perform ad-hoc tasks related to the portfolio management department of the AIFM
• Perform ad-hoc tasks to assist the growth of the business and ensure smooth running of daily activities

Skills & Qualifications

• Have a university degree in Economics, Finance or similar fields
• Professional qualifications (CFA, CAIA...) would be considered as an asset
• Have at least 3-5 years of relevant experience within a private equity / real estate asset manager or an AIFM
• In depth knowledge of private equity & real estate transactions (knowledge on other investment strategies would be considered an asset)
• Have a good knowledge and understanding of the Luxembourg fund industry and AIFM regulations
• Have proven ability to work autonomously and demonstrate initiative
• Be a team player with good communication skills
• Have analytical approach and strong MS Excel skills
• Be fluent in English. Any additional language would be considered as an advantage (French, German)

About Us
At CSC®, we're always looking ahead, finding ways to improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.
CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses.

• CSC is a great place to work with smart and dedicated people.

• We have been voted a Top Workplace every year since 2006.

• We offer challenging work and career opportunities. Most positions are filled with internal moves and employee referrals.

• Employees are eligible for success sharing, bonus, or commission plans based on role and individual performance.

• CSC offers a competitive and comprehensive benefits package as part of your Total Rewards that includes annual leave, tuition reimbursement, employee referral bonuses, and more.

When applying for this role, please note that additional background checks may be carried out and an original of your criminal record (n*3) may be requested as evidence of integrity justified with regard to the specific needs of the position to be filled.
About the Team
At CSC®, we're always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It's also the reason we're the trusted partner of many of the world's most successful organizations.
CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That's why we are the leading provider of business administration and compliance solutions.

• CSC is a great place to work with smart and dedicated people.
• We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In's Best Places to Work.
• We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
• Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
• CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
• As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.