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Job Description
Job Summary
- Responsible for delivery of medium complexity RBO and Registrar processes and all related activities.
- Work will be reviewed by a Senior Officer / Manager.
- All work delivered needs to be accurate, well-presented and meet high-quality standards. Expected to make process improvement recommendations that improve either quality, efficiency or level of client service.
Core Responsibilities
- Handle medium-complexity structures in order to perform the RBO assessment to be reviewed by the Luxembourg RBO team.
- Process and monitoring KYC and RBO documentation
- Support KYC / RBO and regulatory requirements.
- Coordinate with internal teams.
RBO Services :
Tasks:
- Ensure the good standing of the entity from compliance perspective before RBO assessment and update (proxy, form signed)
- Performance of RBO assessment and submission for review to Luxembourg RBO team.
- Preparation of RBO form via Antrance (RBO generating form tool) and manually (for IQEQ employees).
- Coordination of signatures of the form after Senior Officer / Manager review.
- Maintenance of the RBO tab in Antrance including the upload of PoAs, RBO form signed version.
- Update RBO information on LBR website in coherence with the form signed.
- Performance of RBO semi-annual review to be reviewed by the Luxembourg RBO team.
Registrar Services :
- Preparation of initial shareholder / bondholder register.
- Preparation of shareholder certificate (shareholder attestation)
Skills:
- Good understanding of AML/KYC requirements and compliance processes.
- Strong Communication skills in both French and English.
- Familiarity with RBO regulations and shareholder registers.
- Knowledge of Antrance.
- Excellent attention to detail.
- Proactive.
Qualifications
Degree holder in related field or professional course in ICSA
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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