Investment analyst Jobs in Neuenhagen bei Berlin

Investment Solutions Officer

Fixed term contract (CDD)

This opportunity could change your life!

The mission

OneLife is a Luxembourg life insurance company specialised in cross-border financial planning solutions for wealthy clients across Europe and beyond. To support our growth, we are looking for the right candidate to join our passionate Sales Support team.

The purpose of the role of Investment Solutions Officer is to support the Investment Solutions Team in maintaining daily operational business continuity of the department.

You are responsible of the daily monitoring of the Non-Traditional Assets portfolio (here after “NTA”) as well as ensuring the procedures are respected. This includes tasks for Quarterly reporting and business as usual of the department. That involves understanding of the valuation method (Asset, Income and Market approach) as well as the alternative funds sector and the unquoted assets.

Main objectives of the role

• Assess fund’s market trends, Sales, Fund Houses, broker and client’s needs
• Consult others when managing client requests are in conflict with standards, practices and regulation
• Ensure that both procedures and legal framework are respected when onboarding a new NTA
• Liaise with various stakeholders (internal : Tax & Legal, Compliance…) / external : Custodian banks, Auditors…)
• Ensure an effective follow up of the NTA monitoring and an appropriate communication in case of issue
• Ensure that our internal folders stored on internal server are up to date
• Provide clear explanation, supporting documentation during the different phases (NTA acceptance, valuation, etc.)
• Valuation method for NTA’s to understand (Asset, income and market approach)
• Promote new ideas and services by applying knowledge of the industry / sector to create client value
• Think of ways of internal and external communication (develop leaflet, brochures, press articles, LinkedIn..)
• Seek opportunities to add value to client (be creative), Regulatory updates to perform / share
• Participate in ad hoc projects, events… and be an active support to the promotion of the department

Profile of our future teammate

Are you interested in working for a growing Luxembourg based life insurance company?

Jump into the adventure and join a team with a supportive and collaborative working environment. We encourage all applications and would be pleased to welcome you for an interview.

Recruitment Process

Interested candidates should submit their application, only your CV, via Moovijob.com.

OneLife. Several reasons

OneLife exists to overturn conventional attitudes to life assurance. As a specialist in this area with close to 35 years’ experience, we develop cross-border financial planning solutions for wealthy clients across Europe and beyond.

Whether it’s a question of long-term savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs.

Together with a solid network of select partners — including private banks, family offices and independent financial advisers — our dynamic team of international experts offers a fresh approach that helps understand and anticipate the needs of wealthy clients in a world of change.

With EUR 9 bn in assets under management, OneLife is a member of Groupe APICIL, the third largest social protection group in France, engaged in health and life insurance, pensions, savings products and related financial services.

What we offer…

month