Based in Luxembourg, Probus Pleion Luxembourg S.A. forms part of Swiss multinational and multidisciplinary group Probus Pleion.

We are looking for an experienced and dynamic Middle Officer / Portfolio Manager. Reporting to the Chief Investment Officer and the Management, you will work together with a strong and experienced team, you will actively participate in the company’s growth.

In this exciting position, you will provide daily management and support to private client managers. This role is critical in ensuring efficient account management, compliance adherence, and operational support within the asset management department.

 

A few of the areas you will get to apply your skills to

Account Management and Client Onboarding

  • Oversee and prepare the opening of accounts and mandates.
  • Conduct pre-checks for compliance requirements.

 

Banking and Insurance Partner Relations

  • Manage relationships with banking and insurance partners.
  • Handle various administrative and commercial tasks.

 

Monitoring and Support

  • Monitor accounts for debits and performance.
  • Provide daily administrative assistance to asset managers.
  • Assist in client management activities.

 

Compliance and Controls

  • Perform daily transaction controls based on client profiles.
  • Organise weekly checks on asset classes and monthly reviews of market exposure.
  • Conduct annual analysis of commission reports and update the client management constraint list.
  • Coordinate with accounting for client billing calculations.
  • Produce annual cost reports for clients and update client file logs.

 

Asset Monitoring and Analysis

  • Follow and monitor listed assets, market trends, and portfolio titles.
  • Review and track the evolution of titles and market environments.
  • Analyse balance sheets and ratings, select new bond issues.
  • Coordinate with issuers for due diligence and subscription processes in depository banks.

 

Transactional Oversight

  • Prepare, place, and verify stock market orders.
  • Continuously monitor and improve the management tool.

 

Documentation and Reporting

  • Collaborate in drafting investment committee reports and other legal documentation.
  • Validate weekly and monthly control processes.

 

Regulatory Adherence and Reporting

  • Ensure compliance with MiFID II regulations.
  • Implement control procedures.
  • Prepare management meetings and gather legal documentation for management committees.
  • Review each portfolio and position, providing rationale for executed operations.

 

Client Communication and Order Processing

  • Communicate with clients in advisory management and validate orders.
  • Execute simple orders through platforms and monitor accounts.
  • Participate in the implementation of PMS systems.
  • Update user platforms for order placement systems across depository banks.
  • Verify product eligibility for various investment vehicles (UCITS, insurance contracts, etc.).

 

Qualifications

  • Bachelor’s degree in Finance, Business Administration, or related field.
  • Experience in financial services, particularly in asset management.

 

Type of contract

  • 32 hours per week
  • Part-time CDI

 

Additional competencies that might work in your favour

  • Knowledge of CSSF regulations and compliance requirements.
  • Proficiency in financial software and Microsoft Office Suite.
  • Strong analytical, organizational, and communication skills.
  • Fluency in English and French; Luxembourgish or German is a plus.

 

Apply now

Don’t miss out on this opportunity to join a thriving team. If you are excited about the opportunity to make a real difference, we want to hear from you!

Apply now by sending your CV and motivation letter by email to info@probuspleion.lu.

Probus Pleion Luxembourg S.A. reserves the right to contact only best suited candidates for the interview.