Investment compliance specialist
Luxembourg (City)
Open-ended
Selection & Interim
Join a company specializing in the insurance sector as an Investment Compliance Specialist. You will be responsible for independently managing a portfolio of financial managers and analyzing investment strategies to ensure regulatory compliance. This position requires expertise in life insurance and strong financial knowledge. With a full-time permanent contract, you’ll have the opportunity to contribute to cross-functional projects and help optimize operations. If you’re fluent in Italian and have a good command of French and English, this exciting challenge is for you! Apply now!
Description
- Independently manage relationships with a portfolio of financial managers and advisors.
- Review and approve the investment strategies of internal funds in accordance with applicable regulatory frameworks and internal constraints.
- Establish and monitor management mandates for internal funds.
- Deploy advisory mandates for specialized insurance funds.
- Analyze and process requests from financial managers, taking into account business considerations and associated risks.
- Monitor compliance with investment policies and ensure regular follow-up on communications with managers.
- Analyze, classify, and reference the financial instruments within the portfolios;
- Perform financial compensation calculations in connection with client claims regarding internal funds.
- Monitor regulatory changes impacting the business and propose necessary adjustments.
- Help update regulatory documents such as KIDs and PRIIPs.
- Participate in the implementation of solutions aimed at optimizing and streamlining transaction processing.
- Draft, update, and maintain internal procedures and memos.
- Participate in cross-functional projects involving various stakeholders.
Your profile
- Minimum of a four-year degree in banking, finance, and/or insurance.
- Significant and proven experience in the field of life insurance.
- Strong financial knowledge, particularly regarding investment funds and financial products.
- In-depth knowledge of the circulars issued by the Insurance Supervisory Authority regarding investment rules applicable to fund-backed life insurance products.
- Good knowledge of various types of investment vehicles.
- Excellent command of Italian, as well as a good command of French and English.
Offer
- Monthly salary indication: € 6001 - € 6500
