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Job Description
A data-driven oversight role supporting the monitoring of delegated portfolio managers and outsourced service providers under AIFMD. The Analyst is responsible for collecting, analyzing, and reporting risk indicators across third-party relationships. The role requires strong technical skills in data analysis, dashboarding, and documentation to support the AIFM’s regulatory obligations and internal governance.
Core Responsibilities
- Support due diligence and ongoing monitoring of delegates and outsourced providers
- Build and maintain delegates risk scoring tools and related dashboards using Power BI, Access, and or Excel
- Track KPIs, SLA performance, regulatory compliance, and incident logs
- Prepare regular reports and visual summaries for the Risk team and senior management
- Maintain oversight registers and documentation for AMF inspections and internal audit
- Collaborate with internal teams (Compliance, Ops, IT) to gather oversight inputs
Key Tasks
- Populate and update risk scoring matrices for all delegates
- Analyse responses to due diligence questionnaires and flag risk indicators
- Automate and maintain oversight dashboards in Power BI and Excel
- Use Access and SQL to manage oversight databases and extract insights
- Draft summaries and memos for internal reporting and escalation
- Assist in thematic reviews (e.g., ESG, BCP, cyber resilience)
- Support the Manager in preparing Board materials and regulatory submissions
- Maintain continuous self-awareness and market intelligence of AIFMD, AMF regulation, and ESMA guidance, especially Articles relevant to delegation oversight. Proactively integrate regulatory updates into reporting and risk analysis.
Qualifications
- Bachelor’s degree in Finance, Risk, Data Analytics, or Business Administration
- Certification or coursework in SQL, Power BI, or data analysis is a plus
Professional Experience:
- 3–5 years in risk, compliance, operations, or data analysis within financial services
- Familiarity with AIFMD, AMF, and ESMA delegation rules is an advantage
- Experience in reporting, dashboarding, or third-party oversight preferred
Skills and Key Behaviours:
- Strong analytical and data visualization skills
- Proficient in Excel and reporting tools
- Detail-oriented with excellent documentation and reporting abilities
- Strong communication and collaboration skills
- Able to work independently and escalate appropriately
- Fluent in English; French is a plus
Additional information
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
Company description
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
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