Asset Oversight Analyst - Fixed Term Contract 12 Months

About Lombard International Assurance

Lombard International Assurance is a leading Luxembourg-based provider of insurance-based wealth solutions across Europe. A part of Utmost Group, Lombard International’s solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.

On 30 December 2024, Utmost Group announced it had completed the acquisition of Lombard International Assurance Holdings Sarl and the company will be fully rebranded to Utmost Luxembourg S.A. by the end of 2025.

About Utmost Group plc

Utmost Group plc is a leading provider of insurance and savings solutions. Its principal businesses are Utmost international and Utmost Life and Pensions, which together are responsible for £109bn of primarily unit-linked policyholder assets for 5000,000 policyholders, on a proforma basis at HY 2024 following the acquisition of Lombard International Assurance Holding Sarl. Utmost Group plc is subject to group supervision by the PRA.

About Utmost International

Utmost International is a leading provider of insurance-based wealth solutions. Utmost international operates across the UK, Europe Latin America; Asia, and the Middle East. Its solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.

On a proforma basis at HY 2024 following the acquisition of Lombard International Assurance Holdings Sarl, Utmost International would have managed £103bn of assets under administration on behalf of approximately 210,000 policyholders.

Your role – Are you ready for a challenge?

The Asset Oversight Analyst is responsible to review the eligibility of the financial instruments underlying our insurance contract and ensure external asset managers are respecting the investment rules defined by our regulator.

Your responsibilities will be as follows:

• Making sure regulatory requirements set by our regulators (the Commissariat Aux Assurance) are respected;
• Analysing new portfolio in accordance with home and host country regulations;
• Reviewing contractual documentation: investment profile, investment strategy and indemnity letters;
• Performing suitability check between client risk profile and the selected strategy;
• Making sure we comply with European regulations linked to investments (e.g. PRIIPS, EMIR, MAR, Sanctions, Major Shareholding reporting,…);
• Providing monthly and quarterly reporting to partners, clients & other departments on regulatory and investment strategy breaches. Ensure appropriate follow-up and implementation of mitigation actions with external asset managers in case of deviation;
• Dealing with day-to-day queries from Sales and Client services regarding investment compliance and monitoring tasks;
• Having a positive atmosphere and collaboration within the team.

Your profile – Have you got what it takes to become our Asset Oversight Analyst?

• Master in Finance, Economics or similar field;
  
• Relevant experience in the field of Investment Compliance would be highly appreciated;
• Good knowledge on investment instruments and financial environment;
• Excellent analytical and communication skills – team collaboration;
• Team spirit, self-motivation, with a proactive and committed working style;
• Well-developed interpersonal skills in a team-oriented environment;
• Excellent organizational skills, ability to work under pressure and to prioritize workload;
• Ability to work independently in a structured and analytical way;
• Accuracy and attention to detail in daily routine;
• Ability to quickly integrate new concepts, procedures, modifications in the organisation or methodologies;
• Good knowledge of MS Office (Excel, Word and Power point);
• Fluent in English;
• Ability to work in a fast-changing environment with multiple priorities.

We offer you

Sitting at the crossroads of private banking, asset management and insurance, we operate in a well-established and fast-growing segment of the financial services industry. We offer a thriving and entrepreneurial work environment, with the opportunity to work across multiple geographies, learn valuable new skills, develop great expertise, and establish long-lasting relationships. It is an exciting opportunity to build a network of contacts across the organisation in a collaborative and diverse workplace. Our Luxembourg office is home to a diverse team of over 50 nationalities and we are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy reward and recognition packages. We also offer you the possibility to shape your professional career in line with your own goals and the opportunity to work with the top talent in the industry. We are committed to extending equal employment opportunities to all individuals.

Be a part of our community!

As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to gender, colour, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Given the sensitive nature of our business, industry sector and the role as described, the selected candidate is required to provide a criminal record (Bulletin n°3 for Luxembourgish residents). This excerpt will be kept by Lombard International Assurance S.A. in compliance with article 8-5 (2) of the law of 23 July 2016 and for no longer than one month from the conclusion of the employment contract; otherwise, it will be destroyed without any undue delay should the candidate not be hired.

Should you be interested in pursuing this opportunity, please send your application in full confidence to Lombard International Assurance S.A, https://www.lombardinternational.com/en-US/Careers/Job-Board

Lombard International Assurance is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently.

Our Recruitment privacy notice is in line with GDPR and provides more information with regards to the types of data that we collect and hold on you as a job applicant, including for the performance of Background Checks. It also sets out how we use that information, how long we keep it for and other relevant information about your data. For full details please click here Recruitment Privacy Statement