Provide input, alongside acting as a coordinator for the subject matter experts on Luxembourg funds, AIFM extension applications and associated operating model business requirements
Propose and document the optimal operating model with associated action owners in the business
Manage the project timeline and budget any associated suppliers
Organise and lead project meetings, and prepare communication packs
Work with existing Third Party Administrators in respect of a gap analysis and required amendments to the operating model
Provide robust challenge and scrutiny of responses, highlighting any items for challenge/investigation
Risk assessment
Work with the business to determine optimal model and document
Manage relationship with third party service providers (lawyers and consultants), inclusive of a selection process for the consultants, including
Provide robust challenge and scrutiny of RFP responses, highlighting any items for challenge/investigation
Strategic fit and ability to leverage existing relationships
Work with the business to determine scoring criteria and assess each response against it
Arrive at supplier shortlist for recommendation to undertake activities
Manage/implement the Luxembourg SICAV II project liaising with key Luxembourg/EMEA/US stakeholders
Carry out the full-range of project management activities including:-
Budget oversight
Organising and leading project meetings, and preparing communication packs
Ensuring any identified gaps are closed.
The Candidate:
Extensive experience of Luxembourg Funds (Primarily SICAV Part II) and Luxembourg AIFM extension application
Demonstrable experience of Luxembourg regulation, AIFM policies and procedures and liquidity management, experience in AIFM upgrades an advantage
Ideal candidates will have an understanding of Luxembourg AIFM requirements, liquidity management of open-ended vehicles, SICAV Part II structures, marketing permissions with ELTIF applications an advantage
Working knowledge of relevant legislation and regulatory requirements pertaining to Product including MiFID II, AIFMD, ELTIF etc.
Excellent written and oral English language skills as well as a strong working knowledge of French an advantage
Ability to undertake operating model design and upgrade policies and procedures an advantage
Client-oriented mindset
Understanding of investment products and associated distribution strategies is essential.
Strong team player; able to work with groups of people across a range of departments
Self-sufficient and driven individual
Excellent project management, time management and planning skills
Capable of operating at a senior level
Strategic mind-set and maturity to prioritize and coordinate across multiple segments and internal departments
