Cardif Lux Vie est un acteur majeur du marché de l’assurance vie luxembourgeoise.

Sur le marché local, la compagnie propose un large panel de solutions d’épargne et de protection pour les particuliers et les professionnels. Pour les clients fortunés évoluant dans un contexte international, Cardif Lux Vie élabore des offres sur mesures et pérennes à travers un large réseau de partenaires haut de gamme.

Rejoindre Cardif Lux Vie, c’est intégrer une entreprise qui favorise un cadre de travail ouvert et met à l’honneur la créativité, la collaboration, la mobilité et la connectivité de chacun.

Résolument orientée vers l’avenir, la compagnie est engagée en faveur d’une croissance durable et responsable. Aujourd’hui comme demain, Cardif Lux Vie s’investit auprès de ses collaborateurs et de ses clients pour bâtir au quotidien, l’assurance d’un monde qui change.

Dans le cadre de son développement, Cardif Lux Vie recherche un :

Sales support Officer Italian speaking (H/F)

CDI

Votre mission

·    Garantir une présence commerciale téléphonique multi langue sur site pour les clients et partenaires, mais aussi lors de rendez-vous dans les locaux de Cardif Lux Vie

·    Assurer une relation de qualité et pérenne avec les partenaires en prenant en charge les demandes des partenaires ainsi que les envois de documentations commerciales relatives à la souscription des contrats d’assurance et ainsi garantir un support actif à l’équipe commerciale

·    Analyser les demandes spécifiques de contrats en collaboration avec les services concernés afin de proposer des solutions adaptées (Private Equity, tarification, coordination des dossiers complexes/atypique).

·    Prendre en charge la coordination des demandes partenaires en interne et en externe et garantir la prise en charge des opérations des partenaires, en optimisant le délai de traitement

Apport du poste:

Le chargé de relation Sales Support est responsable de la gestion de partenaires institutionnels dans le cadre du suivi et du développement de leurs portefeuilles de contrats d’assurance vie et de capitalisation.

Environnement de travail:

Vous intégrerez l’équipe Sales Support de Cardif Lux Vie composée de 6 collaborateurs pluridisciplinaires, de profils et de séniorités variés.

Votre profil

Vous justifiez d’une expérience d’au moins 2 ans dans le domaine de l’assurance VIE

Expérience confirmée en relation client / solides aptitudes relationnelles (+ 5 ans d’expériences)

Etudes:

BAC +5 en École de commerce ou Université

Expérience Professionnelle :

Le candidat devra posséder d’excellentes connaissances de l’assurance vie. La maitrise du fonctionnement des contrats d’assurance vie et des règles fiscales, juridiques et financières en la matière sont des prérequis à la fonction de Sales Support.

Compétences Comportementales :

  • Être orienté client
  • Rigueur et precision
  • Capacité à relationnel
  • Capacité à collaborer / travail d’équipe

Compétences Transverses :

Capacité à mener une négociation

Capacité à animer une réunion, un séminaire, un comité, une formation…

Compétences Techniques :

Bonne connaissance des outils MS Excel et MS Word

Compétences Linguistiques :

Italien, Français, Anglais

Honorabilité du candidat : 

Dans le cadre de la finalisation du processus de recrutement, il sera demandé au candidat présélectionné de fournir différents documents afin d’attester son honorabilité, en particulier un extrait de casier judiciaire datant de moins de 3 mois (bulletin n°3 pour le Grand-Duché de Luxembourg), conformément aux dispositions de la loi du 23 juillet 2016 relative au casier judiciaire, compte tenu du domaine d’activité de notre établissement, et le cas échéant, un extrait de casier judiciaire de son pays de résidence.

BNP Paribas Asset Management is the asset management company of the BNP Paribas group. With assets under management totalling over EUR 500 billion and a staff of more than 4,000 present in over 40 countries, BNP Paribas Asset Management offers a comprehensive range of financial management services to institutional clients and distributors around the globe.

To support its current growth, BNP Paribas Asset Management (BNPP AM) is looking for a: 

Deputy Chief Compliance Officer (H/F)

CDI

DEFINITION OF RESPONSIBILITIES

The Deputy Chief Compliance Officer assists the CCO in his daily activities, in particular as regards to:

§  Ensuring the existence and implementation of an efficient compliance framework

§  Enforcing compliance rules consistent with Group Compliance requirements and in line with applicable laws and regulations.

§  Managing a team of dedicated compliance officers.

The main purposes of the compliance framework are:

§  To detect any risk of non-compliance with the professional obligations applicable to the entity; and

§  To take any measures to minimize the consequences of non-compliance by BNPP AM Luxembourg with its professional obligations.

The Deputy Chief Compliance Officer contributes to ensuring that BNP Paribas Asset Management Luxembourg framework complies with the Group rules and the Luxembourg regulations in force, with a particular focus on the:

§  Prevention of money laundering, fight against corruption and terrorism financing, Know Your Client, compliance with sanctions and embargoes

§  Deployment and implementation of Compliance permanent control framework and follow-up of concrete action plans

§  Deployment and/or adaptation of Compliance policies and procedures

The scope of activity covers the different activities of BNPP Asset Management Luxembourg.

MAIN ACTIVITIES

In terms of advice

§  Provide support and guidance to the Management and Business teams in a proactive manner and when needed or requested (e.g., RFP, due diligence visits, audits),

§  Ensure that AML/CTF and customer database screening alerts are properly handled by Luxembourg Compliance

§  Contribute to training and advice to local teams in the conduct of their mission so that they can carry out the tasks placed under their responsibility in compliance with their professional obligations

§  Adapt to BNPP AM Luxembourg, the BNPP AM corporate Compliance training policy and make sure that it is tailored to local specificities, implemented, and deliver local training

§  Act as the CCO back-up to represent the Compliance function in relevant local and global committees when necessary

In terms of supervision

§  Ensure consistent deployment of compliance framework (policies, controls, tools, training) within BNPP AM Luxembourg

§  Update the compliance risk classification in line with business developments, Group policies and regulations

§  Define and regularly update applicable compliance policies, rules, standards and methodologies.

§  Monitor that compliance rules are enforced in the entity and ensure that action plans are implemented to correct any weaknesses

§  Make sure that the employees comply with the applicable internal rules (conduct of business, policies, training sessions…) and identify the potential situations of conflict of interests

§  Contribute to regulatory watch on his/her perimeter

In terms of decision

§  Review at-risk clients and intermediaries files prior to their presentation to the acceptance committee

§  Make Compliance decisions and/or deliver advice on the issues escalated by local teams, in his/her scope of responsibility, according to the Group decision and escalation processes

§  Analyse Compliance risks and specific issues on his/her perimeter, in order to inform the decision-making bodies, to provide them with decision-making assistance and to raise alerts if the risk profile requires it

In terms of management

§  Manage the compliance officers under his direct report : Validate priorities for his/her direct report(s), define their objectives, monitor the results and appraise performance

§  Monitor the training roadmap of his/her teams

§  Evaluate and manage the means necessary (calendar, budget, resources) for the functioning of his/her team. Escalate to CCO when necessary.

In terms of projects and tools

§  Contribute to the deployment of the mandatory Group IT tools at local level whenever necessary

§  Contribute to the implementation of projects specific to the function at local level (deployment)

In terms of control and regulatory reports

§  Implement the governance established by the CCO to manage compliance risk.

§  Ensure a second level of control on the compliance framework and implement an independent testing plan on the 1LoD  compliance controls plans

§  Ensure the data collection on Compliance Risk Management System (CRMS) for BNPP AM, identify risk areas, propose and follow-up on the required corrective actions

§  Contribute to the drafting of regulatory reports on his area of responsibility.

Your profile :

Contact and communication skills

Client focus

Positive and constructive spirit with a desire to find controlled solutions

Ability to learn (curiosity)

Ability to adapt

Critical thinking and analytical ability

Rigour

Team player

Technical skills

§  Strong expertise in compliance issues and challenges specific to his/her environment, especially regarding KYC and Financial Security issues

§  Proficiency in understanding and transposing regulatory requirements into effective and efficient operational framework

§  Strong knowledge of the asset management industry

§  Fluent in French and in English

EXPERIENCE

This position is for a candidate with significant experience in a compliance function and at least one experience in team management

During the finalization of the recruitment process, the preselected candidate will be asked to provide us an extract from his/her criminal record dated less than 3 months (record N°3 for Luxembourg), according to the dispositions of the law from July 23 2016 concerning the criminal record.

 The Securities Services business of BNP Paribas is one of Europe’s leading providers of custody services for securities.

The Luxembourg branch plays a major part in its operations, offering clients high value-added services extending from custody to securities lending, fund administration, performance measurement and ratings, and bond issuance services.

We are currently looking for a:

Debt & Loan Solutions Officer (M/F)

CDI 

 Your mission:

  • Understand our clients’ needs and assist Fund Managers and Agents in the context of the asset data maintenance

  • Onboard with the collaboration of Private Capital Business Implementation team(“BI”), new transactions :

    • Portfolio / Asset assessment (the operational risks associated with new transactions based on the documentation)

    • IT Testing end to end with new business requirements

    • Full setup of the loan administration tool

    • SLA writting

  • Perform a daily production work with the collaboration of internal and external teams (Asset Manager, Loan/ Facility agent, Fund Administrator, Custodian, Cash team, Depositary etc…)

  • Establish operational procedures & Checklist and provide recommendations if need be.

  • Ensure a seamless work process with Operational Center (Hub).

  • Perform asset documentation reviews

  • Contribute to the implementation of new IT Projects (business needs / UAT)

With further details  :

Ensure the new operation implementation:

– Review documentation and assess operation structure to understand the purpose of the deal and its related point of attentions

– Liaise with operation teams such as BI  for the Account Bank/Custody Account opening and set up

– Produce an operational memo on transaction characteristic and duties

– Structure setup in Sentry according to the documentation’s requirement

– Review asset documentation to capture relevant data into Sentry system (Loan Administration tool)

– Review all fee structure for each investment

– Provide and assist Operational Hub for Data input & static data in Sentry

– Set up in Sentry the relevant report (including via Crystal report) to be sent to third parties such as Fund administrator or Asset Managers

Manage and follow up on existing transaction

– Perform cash & portfolio reconciliation

– Monitor asset restructuration in the portfolio and its impact (on cost, accrual, new entries etc…)

– Perform maintenance on assets : cash interest, PIK, fee (commitment, arrangement, participation)

– Update Sentry and manage notices

– Produce report ( Crystal, Month-end, KRI ,etc…)

– Ensure that the cut off time (operational & contractual) are respected

– Follow up and solve anomalies (Internal & external)

– Follow up payment /receivables

– Update operational Memo and fulfil deals checklist

Participate in procedure implementation

– Create procedure  to (i) comply with business requirement, (ii) in the scope of streamlining existing process and (iii) describe new activity

Advantages of the position:

By joining this evolving team, you will be given a broad scope of responsabilities that directly impact the operations of BPSS’ Private Capital clients. You will also be fully involved in the development of the new services BPSS is developing and implementing.

Working environment:

You will be joining a young, diverse, and international team of professionals dedicated to constantly innovating the services provided to Private Capital Clients

Your profile:

Master’s degree with 4 – 5  years of experience in an AIFM, Management Company, Administrator, or Audit firm (Solely for Private Capital Funds)

Behavioural Skills:

Ability to collaborate / Teamwork

Attention to detail / rigor

Ability to deliver / Results driven

Client focused

Creativity & Innovation / Problem solving

Proactivity

Transversal Skills :

Ability to understand, explain and support change

Analytical Ability

Ability to manage a project

Ability to develop and adapt a process

Technical Skills :

Advanced Excel knowledge (ie : Vlookup, Pivot table and other formulas)

Not mandatory :

Clearstructrure Sentry System or FIA

Language Skills:

French / English / + third European language is appreciated

During the finalization of the recruitment process, the preselected candidate will be asked to provide us an extract from his/her criminal record dated less than 3 months (record N°3 for Luxembourg), according to the dispositions of the law from July 23 2016 concerning the criminal record.

Depuis mai 2009, BGL BNP Paribas fait partie du groupe BNP Paribas, leader européen en matière de services bancaires et financiers.

Avec BGL BNP Paribas, le Groupe BNP Paribas est le premier employeur du secteur financier et l’un des plus grands employeurs du Grand-Duché de Luxembourg.

BGL BNP Paribas occupe une place de premier plan sur son marché national et étend son rayon d’action à la Grande Région, englobant les zones frontalières du Luxembourg.

Dans le cadre de nos activités, nous sommes à la recherche d’un/une:

Stagiaire – Performance Management (H/F)

Pour une durée 6 mois

Vous devez impérativement justifier d’une convention de stage couvrant toute la durée de la mission

Contexte :

Dans le cadre de la centralisation de l’activité ‘Performance Management des fonctions’ au sein de Finance BGL BNP  Paribas.

Environnement de travail:

Vous intégrerez l’équipe « Performance Management des Fonctions », qui fait partie intégrante du Contrôle de Gestion BGL BNP Paribas, et qui est située dans nos bâtiments localisés au Kirchberg Luxembourg.

Mission générale du poste :

Contribuer à la production, l’analyse et la communication des informations de Gestion Financière, liés à l’établissement du budget de plusieurs fonctions, son suivi et son reporting ainsi que la gestion des clés de répartition des coûts vers les Métiers. Et ce, dans les meilleures conditions de qualité, de fiabilité et dans le respect des normes de gestion du Groupe BNP Paribas.

Tâches principales :

•  Contribuer à la poursuite du modèle de données et de process de la fonction par la mise en place de traitement semi-automatisé et centralisé sur base d’un environnement Excel / Power Query / Power BI Desktop.

•  Contribuer par cela à la production des informations de gestion relatives au périmètre concerné, tant sur le réalisé que dans le cadre des processus Budget et Forecast.

Apport du poste :

En intégrant cette équipe, vous pourrez acquérir une expérience professionnelle unique vous permettant de :

·       découvrir l’entreprise et d’avoir une référence de qualité au sein du groupe BNP Paribas vous permettant ensuite de vous insérer dans le monde professionnel,

·       acquérir d’importante connaissance en matière de traitement semi-automatisé et de process,

·       acquérir de réelles compétences techniques en terme de Performance Management et d’approfondir vos acquis théoriques,

·       disposer d’une expérience du travail en équipe.

Profil :

Etudes :

Bac +4- Bac +5, stage de fin d’études : vous poursuivez des études visant à l’obtention d’un diplôme en comptabilité, économie ou sciences de gestion et recherchez un stage de fin d’études (6 mois) associé à la gestion de projet au sein d’une institution financière de premier rang.

Vos connaissances linguistiques :

Vous avez une bonne maîtrise des langues française et anglaise, et vous êtes à l’aise pour rédiger des textes de la communication interne et pour préparer des présentations de synthèse.

Les points forts de vos compétences comportementales résideront dans :

  • Capacité à collaborer / travail d’équipe
  • Rigueur
  • Capacité d’adaptation
  • Capacité à synthétiser / simplifier

Compétences transversales :

  • Capacité d’analyse
  • Capacité à élaborer et à adapter un processus

Compétences techniques :

  • Maîtrise des outils bureautiques (suite Microsoft)
  • Très bonnes connaissances d’Excel et ouvert à Power Query ainsi que Power BI

The Securities Services business of BNP Paribas is one of Europe’s leading providers of custody services for securities.

The Luxembourg branch plays a major part in its operations, offering clients high value-added services extending from custody to securities lending, fund administration, performance measurement and ratings, and bond issuance services.

We are currently looking for a:

Private Capital Middle Office Analyst (M/F)

CDI

Your mission:

Within the Private Capital Department, you will be in charge of providing cash management services for a defined list of clients with complex multi-level and multi-currency structures. The main missions will be to:

–        Deal with various fund events, such as investment funding, income reception and divestments to manage efficiently cash flows at each level of the structure:

·       Determine cash requirements for each structure at the time of funding, taking into account any effect due to foreign currency involved as well as its volatility

·       Propose adequate repatriation of cash received for income or divestment operations

·       Ensure swift management of external financing to meet liquidity and maturity requirements, on behalf of the client

–        Be the central and main contact point of various stakeholders such as:

·       Client operational teams

·       External debt agents

·       Other teams of the Private Capital department (Loan Administration, Accounting, Transfer Agent, Cash Execution, Depositary etc…)

–        Provide clients with qualitative workings such as cash forecasts to assist the client with its portfolio management and tracking

–        Contribute to the development of internal tools & process

–        Calculate management fees based on portfolio transactions

Benefits of this position:

By joining the PC Middle Office team, you will be given a broad scope of responsibilities that directly affect the operations of BNP Private Capital clients. You will also be fully involved in the development and implementation of new services. It is a great opportunity to develop communication skills with all types of stakeholders and to acquire a strong understanding of Private Capital operations.

Working environment:

The PC Middle Office team is composed of dynamic and young professionals with various profiles. With a great team spirit, the PC Middle Office team is facing a strong growth in a fast changing environment and constantly innovates to deliver high quality services and ensure client satisfaction.

BNP Private Capital premises are located in business centre of Luxembourg City with easy access to free public transports. 

Your profile:

Dynamic professional with experience in Fund industry and ideally the business of Private Capital in Luxembourg

 Education:

Master’s Degree

 Professional experience:

At least 2 years in an AIFM, Management Company, Fund Administrator or Audit firm

Behavioural skills:

Ability to collaborate / Teamwork

Decision making

Personal impact / ability to influence

Attention to detail / rigor

Organisational skills

Adaptability

Ability to deliver / Results driven

Active listening

Communication skills – oral & written

Client focused

Ability to share / pass on knowledge

Critical thinking

Ability to synthetize / simplify

Creativity & innovation / problem solving

Resilience

Proactivity

 Transversal skills:

Ability to understand, explain and support change

Analytical approach to projects

Project management

Ability to develop and adapt a process

Ability to anticipate business / strategic evolution

 Technical skills:

Excellent understanding of Private Capital Funds services in Luxembourg

Expertise in appropriate areas (Accounting, Legal, Compliance, Excel, Efront…)

 Technical skills:

Fluent in English – Any other language is considered as an advantage.

 During the finalization of the recruitment process, the preselected candidate will be asked to provide us an extract from his/her criminal record dated less than 3 months (record N°3 for Luxembourg), according to the dispositions of the law from July 23 2016 concerning the criminal record.

BNP Paribas Securities Services, a subsidiary of the BNP Paribas group, is one of Europe’s leading providers of custody services for securities. 

The Luxembourg branch plays a major part in its operations, offering clients high value-added services extending from custody to securities lending, fund administration, performance measurement and ratings, and bond issuance services.

 

Senior AML/KYC Analyst (M/F)

Permanent contract

 

 Your mission

  • Ensure and deliver high standard of quality in the KYC files in accordance with the bank’s policies and procedures.
  • Gather and analyze AML KYC documentation
  • Manage KYC files in full autonomy from simplified due diligences up to enhanced due diligences.
  • interacting with counterparties to produce a complete, compliant, and consistent KYC file
  • Arrange, prepare, and facilitate files approval with compliance and clients.
  • Ensure timely escalation and own proposed course of actions to line management to address identified risks and blocking point during KYC process.
  • Work in close and continuous collaboration with other team members and stakeholders to achieve predefined objectives and resolve any issues during daily tasks.
  • Keep accurate track record of all assigned requests, from receipt until execution.
  • Be a key point of contact for questions or issues raised during KYC process.

Advantages of the position

  • Excellent internal training and career development.
  • A challenging role within a renowned organization.
  • Flexible working arrangement.
  • The ability to work and interact with a wide variety of specialists

Working environment:

  • An entrepreneurial working environment giving priority to collaborative work.
  • A multicultural environment where we promote diversity, talent & ideas.

Your profile

Education:

You hold a degree in law, finance or economics.

Professional experience:

You have between 3- and 5-years’ experience in compliance/AML KYC in the Private Equity, Real Estate, Debt, Infrastructure industry, with specific knowledge of local AML/KYC requirements in Luxembourg. 

Behavioural skills:

You have good communication skills.

Transversal Skills:

  • You are able to think out of the box.
  • You demonstrate suitable skills and experience in managing short term projects.

Technical skills:

You demonstrate suitable skills and experience in managing short term projects.

Language skills:

You are fluent in French and English. (German, Italian or any other language will be considered an advantage).

During the finalization of the recruitment process, the preselected candidate will be asked to provide us an extract from his/her criminal record dated less than 3 months (record N°3 for Luxembourg), according to the dispositions of the law from July 23 2016 concerning the criminal record.

Cardif Lux Vie est un acteur majeur du marché de l’assurance vie luxembourgeoise.

Sur le marché local, la compagnie propose un large panel de solutions d’épargne et de protection pour les particuliers et les professionnels. Pour les clients fortunés évoluant dans un contexte international, Cardif Lux Vie élabore des offres sur mesures et pérennes à travers un large réseau de partenaires haut de gamme.

Rejoindre Cardif Lux Vie, c’est intégrer une entreprise qui favorise un cadre de travail ouvert et met à l’honneur la créativité, la collaboration, la mobilité et la connectivité de chacun.

Résolument orientée vers l’avenir, la compagnie est engagée en faveur d’une croissance durable et responsable. Aujourd’hui comme demain, Cardif Lux Vie s’investit auprès de ses collaborateurs et de ses clients pour bâtir au quotidien, l’assurance d’un monde qui change.

Dans le cadre de son développement, Cardif Lux Vie recherche un/une :

  

Comptable senior (H/F)

CDI

Votre mission

·         Participer à la tenue de la comptabilité de la société et aux arrêtés périodiques ;

·         Comptabilisation, justification et contrôle des comptes / postes affectés ;

·         Effectuer et contrôler les rapprochements bancaires ;

·         Coordonner les rapprochements entre les données issues des systèmes de gestion et celles enregistrées en comptabilité ;

·         Etablir les reportings périodiques (fiscaux, autorité de contrôle, Groupe,…) ;

·         Participer aux projets transversaux de transformation ;

·         Suivi journalier des comptes bancaires (rapprochement automatique / manuel) ;

·         Suivi des comptes tiers (lettrage automatique ou manuel), et justification des opérations en suspens ;

·         Revue des comptabilisations et justifications effectuées par d’autres collaborateurs pour les postes / comptes affectés; Alimentation, mise à jour et revue des fichiers extra-comptables de contrôle (justification des écritures manuelles, mise à jour des fichiers de suspens, …), communication aux autres services ;

·         Effectuer le contrôle des comptes et la revue des tâches d’autres collaborateurs pour les comptes / postes affectés

·         Participer à l’établissement des comptes annuels ;

·         Etablir les reportings à destination de notre Autorité de Contrôle (Etat trimestriel au Commissariats aux assurances, compte rendu annuel, participation dans le reporting Solvency II) ;

·         Participer à la rédaction et à la mise à jour des procédures et modes opératoires.

Apport du poste:

 Ce poste polyvalent et complet vous permettra de renforcer vos compétences en comptabilité mais également vos qualités en matière de communication, d’analyse ainsi que votre capacité d’adaptation. En termes d’évolution, le poste vous permettra d’accéder à d’autres métiers de la Finance comme le contrôle de gestion par exemple.

Environnement de travail:

Rattaché à la Comptabilité Générale de Cardif Lux Vie (CLV), vous participerez notamment aux travaux de tenue de la comptabilité et des contrôles associés (rapprochement bancaire, apurement des suspens etc.). Vous serez en contact régulier avec les autres départements de CLV lors de la réalisation des différents travaux.

Votre profil

Etudes: titulaire d’un diplôme Bachelor ou Master en Comptabilité/Finance

Expérience Professionnelle : vous disposez d’une expérience de minimum 3 ans dans une fonction similaire ou dans les métiers de l’audit financier

Compétences Comportementales :

·         Capacité à collaborer / travail d’équipe

·         Proactivité

·         Esprit critique

·         Être orienté résultats

·         Rigueur

Compétences Transverses :

            Capacité d’analyse

Compétences Techniques :

Connaissance de la comptabilité d’assurance

Maîtrise de Excel (incluant macros VBA etc), Word, Powerpoint

Compétences Linguistiques :

Bonnes connaissances du Français et de l’Anglais

Dans le cadre de la finalisation du processus de recrutement, il sera demandé au candidat présélectionné un extrait de casier judiciaire datant de moins de 3 mois (bulletin n°3 pour le Grand-Duché de Luxembourg), conformément aux dispositions de la loi du 23 juillet 2016 relative au casier judiciaire, compte tenu du domaine d’activité de notre établissement.

BNP Paribas SA, a subsidiary of the BNP Paribas group, is one of Europe’s leading providers of custody services for securities. 

The Luxembourg branch plays a major part in its operations, offering clients high value-added services extending from custody to securities lending, fund administration, performance measurement and ratings, and bond issuance services. 

To support its current growth, BNP Paribas SA is looking for a:

FDS Query Management Agent (M/F)

CDD Contract – 6 months

Your mission :

·        Handle rejections

·        Handle client emails or phone request.

·        Call Back & Large Deal verification with client following procedure

·        Handle pending SR Types “High & Critical” in status DUE

·        Handle internal requests from other teams

·        Handle Clients having a specific management

·        Daily Task list Completion

·        Participate actively of daily team meeting.

·        Run daily FDS KPI Volume KPIs on hobart

·        Incident management & ERT organization

·        Handle escalation in situations of Exposure to the Market

Key Responsabilities :

·        Ensure a positive and professional client service experience.

·        Expected result: Achieve high customer satisfaction ratings and positive feedback from clients.

·        Manage client inquiries via phone, email, or in person.

·        Expected result: Respond to client queries promptly, accurately, and courteously.

·        Direct client complaints or complex requests to relevant departments in a timely manner.

·        Expected result: Resolve client issues effectively and efficiently, or escalate them to the appropriate personnel.

·        Provide clients with technical assistance on systems and services.

·        Expected result: Demonstrate product knowledge and expertise, and assist clients with using the products and services correctly and optimally.

·        Escalating serious issues to management for prompt resolution.

·        Expected result: Communicate clearly and professionally with management and other stakeholders, and ensure that urgent matters are handled with priority and urgency

Advantages of the position :

By joining this team, you will the opportunity to discover all the aspects of the Fund Distribution domain in an international environment.

Working environment :

You will be a part of a strong Group certified Top Employer for the 5th time. You will join a young, dynamic and diversified team and work in a value-driven work environment.

Your profile :

Education :

Bachelor or Master Degree in Finance.

Professional experience:

5 years minimum experience in knowledge of FDS / Market TA / fund industry in general, flows and products.

Behavioural skills: 

  • Attention to detail / rigor
  • Client service oriented with strong communication skills by speaking and Writing with the ability to deal with intermediaries and colleagues
  • Ability to collaborate / Teamwork 

Technical skills:

Ability to use electronique tools (FBL, connect, host, Hobart, …)

Transversal Skills :

Analytical Ability

Language skills: 

  •    Excellent written and oral English and French skills are essential
  •    Other European languages (Spanish, German, Italian) are considered as a real advantage

During the finalization of the recruitment process, the preselected candidate will be asked to provide us an extract from his/her criminal record dated less than 3 months (record N°3 for Luxembourg), according to the dispositions of the law from July 23rd 2016 regarding the criminal record.

Securities Services of BNP Paribas , a subsidiary of the BNP Paribas group, is one of Europe’s leading providers of custody services for securities.

The Luxembourg branch plays a major part in its operations, offering clients high value-added services extending from custody to securities lending, fund administration, performance measurement and ratings, and bond issuance services.  

 Business Analyst – Business Change Management

 Fund Administration (M/F)

 

Your Mission:

·    The Business Change Management (BCM) team is a change-focused team within the broader Fund Administration (FA) Operations department ensuring smooth implementation of change initiatives into the business.

·    The team is responsible for all system developments/change programmes within Operations and for driving continuous platform improvements and representing local and Global FA Operations with regards to change. Reporting to BCM management the purpose of this role is to deliver change under a Global Operations remit and ensure a high level of Project Governance.

·    The BCM team will represent and support day-to-day operations and be a key stakeholder/ driver of change projects affecting the business. The current change programme includes automation, workflow enhancements, risk mitigation, client requests, regulatory initiatives along with Global FA system initiatives and day to day change request management.

The Person

This role requires a technically strong, bright and ambitious individual who has a proven history of building and maintaining valuable business relationships and driving change within a busy environment., the candidate will have an experience of FA Operations with Multifonds system knowledge.

Key Responsibilities 

·    Management of changes to ensure they are delivered in due time, within the defined budget and with the required quality.

·    Ownership and day-to-day project management of key strategic initiatives in conjunction with Senior Management.

·    Ensure projects and solutions are following the Standard Operating Model for FA operations and ensure this is in line with the objectives of the Global operating Model defined.

·    Undertake business process reviews and re-engineering where required (identifying processes which need to change or to be eliminated).

·    Ensure Business requirements are accurate, clearly identified, documented, communicated and approved for all change.

·    Analysis of business processes and system functionality in order to support solution definition and project implementations.

·    Working in conjunction with project partners ensure the solutions are fit for purpose, scalable and take into consideration the global FA landscape.

·    Conduct operational readiness assessments, planning and implementation, ensure production teams/ operation environment is prepared to effectively support and accept the changes resulting from the project.

·    Determine and manage gaps, risks and issues and plan and take action to mitigate.

·    User Acceptance Testing (Functional Testing) which will involve Test Case Preparation, Scripting and Execution.

·    Manage stakeholder interactions including IT, Client Line, BAU operations, senior management and any other internal stakeholders.

·    Support of Operational teams regarding implementation of new change

·    Provide regular project updates and reporting to senior management and all project stakeholders

·    Identification of the components necessary for a wide variety of projects and creation and management of a plan to deliver on those components.

·    Ensuring that all projects are aligned with the overall business strategy for Global FA and increase harmonisation of the FA operating model globally

Working environment:

BNP Paribas Securities Services Luxembourg is positioned at the heart of the Luxembourg Fund Industry: Possibility to grow knowledge on all activities related: Custody, Fund Services (TA, FA, FDS.. )

Advantages of the position:

Working in the Business Change Management – Fund Administration is a unique opportunity to learn on different domains and develop a career

Key Skills, Experience & Qualifications

The ideal candidate will possess skills in:

·    Strong knowledge of Fund Administration Services.

·    A qualified degree in the field of  (Finance, Economy, Accountancy,  …)

·    Five or more years Project experience implementing change into Operations Teams.

·    Knowledge/expertise on Temenos (Multifonds FA)

·    Performance fees knowkledge

·    Excellent interpersonal skills and ability to work with business and technical teams.

·    Excellent communication (verbal and written) and analytic skills.

·    Strong team player with a high degree of flexibility.

·    High energy, dynamic, results focused.

·    The ability to thrive in an innovative and agile working environment.

·    Ability to work independently as a member of a broader change management team.

·    Experience of working within and/or management of a team.

·    Strong capacity of transversality. The role is by definition cross border (multi location) and has to take other streams constraints in account as part of daily business.

·    English & French

During the finalization of the recruitment process, the preselected candidate will be asked to provide us an extract from his/her criminal record dated less than 3 months (record N°3 for Luxembourg), according to the dispositions of the law from July 23 2016 concerning the criminal record.

The Securities Services business of BNP Paribas is one of Europe’s leading providers of custody services for securities.

The Luxembourg branch plays a major part in its operations, offering clients high value-added services extending from custody to securities lending, fund administration, performance measurement and ratings, and bond issuance services.

We are currently looking for a:

Senior TA Business Analyst,

Change Management Traditional Funds (H/F)

Permanent Contract

Your mission: 

The Business Change Management (BCM) team is a change-focused team within the broader Transfer Agency (TA) Operations department ensuring smooth implementation of change initiatives into the business.  The team is responsible for all system developments / change programmes within Operations and for driving continuous platform improvements and representing local and Global TA Operations with regards to change. Reporting to BCM management the purpose of this role is to deliver change under a Global Operations remit and ensure a high level of Project Governance.

The BCM team will represent and support day to day operations and be a key stakeholder/ driver of change projects affecting the business. The current change program includes automation, workflow enhancements, risk mitigation, client requests, regulatory initiatives along with Global TA system initiatives and day to day change request management. The Global BCM team will work with Client Delivery, Client Line and IT to ensure smooth delivery to the local production teams.  

The Person

This role requires a technically strong, bright and ambitious individual who has a proven history of building and maintaining valuable business relationships and driving change within a busy environment., the candidate will have an experience of Transfer Agency Operations with Multifonds system knowledge being a distinct advantage.

Key Responsibilities

·    Management of changes to ensure they are delivered in due time, within the defined budget and with the required quality.

·    Ownership and day-to-day project management of key strategic initiatives in conjunction with Senior Management.

·    Ensure projects and solutions are following the Standard Operating Model for Transfert Agent operations and ensure this is in line with the objectives of the Global operating Model defined.

·    Undertake business process reviews and re-engineering where required (identifying processes which need to change or to be eliminated).

·    Ensure Business requirements are accurate, clearly identified, documented, communicated and approved for all change.

·    Analysis of business processes and system functionality in order to support solution definition and project implementations.

·    Working in conjunction with project partners ensure the solutions are fit for purpose, scalable and take into consideration the global TA landscape.

·    Conduct operational readiness assessments, planning and implementation, ensure production teams/ operation environment is prepared to effectively support and accept the changes resulting from the project.

·    Determine and manage gaps, risks and issues and plan and take action to mitigate.

·    User Acceptance Testing (Functional Testing) which will involve Test Case Preparation, Scripting and Execution.

·    Manage Project resources for any allocated change and ensure that the project timelines, scope and budgets are managed pro-actively

·    Manage stakeholder interactions including IT, Client Line, BAU operations, senior management and any other internal stakeholders.

·    Support of Operational teams regarding implementation of new change

·    Provide regular project updates and reporting to senior management and all project stakeholders

·    Identification of the components necessary for a wide variety of projects and creation and management of a plan to deliver on those components.

·    Ensuring that all projects are aligned with the overall business strategy for Global TA and increase harmonisation of the TA operating model globally.

Working environment :

 You will be a part of a strong Group certified Top Employer for the 5th time. You will join a young, dynamic and diversified team and work in a value-driven work environment.

 This Entity is positioned at the heart of the Luxembourg Fund Industry: Possibility to grow knowledge on all activities related: Custody, Fund Services (TA, FA, FDS.. )

Advantages of the position:

Working in Business Change Management is a unique opportunity to learn on different domains and develop a career

Your profile:

 Education:

Master in Finance

Professional Experience:

  • Minimum of 5 years’ experience in a similar position within the Fund Industry.
  • Global knowledge of all related systems to allow an accurate analyse / definition of potential solutions to change requests.
  • Good knowledge of Multifond

·    Strong knowledge of Transfer Agency / Investor Services function /KYC-AML requirements.

·    Five or more years Project experience implementing change into Operations Teams.

·    Familiarity with MFGI would be an advantage.

·    High energy, dynamic, results focused.

·    The ability to thrive in an innovative and agile working environment.

·    Experience of working within and/or management of a team.

·    Strong capacity of transversality. The role is by definition cross border (multi location) and has to take other streams constraints in account as part of daily business;

Behavioural Skills:

  • Autonomy
  • Adaptability
  • Results driven
  • Client focused
  • Creativity& Innovation / Problem solving
  • Proactivity

·    Excellent communication (verbal and written) and analytic skills.

·    Excellent interpersonal skills and ability to work with business and technical teams.

·    Strong team player with a high degree of flexibility.

  • Ability to work independently as a member of a broader change management team.

Transversal Skills :

Analytical Ability

Technical Skills :

Handle common M*S Office files / programs.

A deeper knowledge of Excel (& Access is an advantage).

Language Skills:

Fluent in English and French is essential

 During the finalization of the recruitment process, the preselected candidate will be asked to provide us an extract from his/her criminal record dated less than 3 months (record N°3 for Luxembourg), according to the dispositions of the law from July 23 2016 concerning the criminal record.