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Careers at TMF Group

Wherever you’re based and whatever your role at TMF Group, one thing’s for certain: you’ll be part of a truly diverse, global business and benefit from the many advantages that brings.

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Portfolio Analyst

Apply now Job no: 571755
Work type: Full time
Location: Luxembourg, Luxembourg
Categories: Funds
Office Location: Luxembourg

We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website. 

 

About TMF Group

TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 10,000 experts and 120 offices in 86 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success.

 

Key Responsibilities

  • Assist the Senior Portfolio Manager and the Conducting Officer 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.

  • Prepare quarterly portfolio management reports for the AIFs and oversight the investment managers portfolio management activities in case of delegation.

  • Review of profile and business plan for potential investment opportunities (compliance with the AIF’s risk profile).

  • Coordinate and assist in the organization of investment committees.

  • Ongoing monitoring of investments’ compliance with applicable regulations and AIF’s documentation.

  • Perform due diligence on the delegated portfolio managers and investment advisors.

  • Assist in drafting and reviewing of internal policies and procedures in relation with the portfolio management of the AIFM.

  • Report to the Senior Portfolio Manager and the Conducting Officer.

 

Key Requirements 

  • Have a post graduate degree in Finance, Economics or similar fields from university or business school.

  • Have at least 5 years of relevant experience within an AIFM, a UCITS Management Company, a PE / RE asset manager or a Big Four in corporate finance.

  • In depth knowledge of AIFMD, private equity and real estate transactions, (any other investment strategy would be considered an asset).

  • Strong team player with good communication skills.

  • Dynamic person with proven ability to work in autonomy and take initiatives.

  • Have analytical approach and be very organized.

  • Fluent in English; any other language would be considered an asset (French, Italian, Spanish or German).

What's in for you?

  • Excellent working conditions: good work-life balance, salary indication above market level.
  • Learning opportunities: you will work with highly experienced colleagues who are ready to share their knowledge and will receive the opportunity to work on diverse and complex client requests. You will also be able to apply for and be supported for training.
  • Value-driven work environment: you can expect integrity and respect from all your colleagues and your leadership team.
  • Teamwork: an environment where we learn from our mistakes and work together to improve our processes continuously. A no-blame culture where teamwork is important valued and lived daily.
  • Ambition: we are a growing company in which we constantly look for the next opportunity and where all ideas are welcome.

 

Want to know more about a career with TMF Group? Watch this video:

Advertised: Romance Daylight Time
Applications close: Romance Daylight Time

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