New Business Assistant Manager - Luxembourg | Ipes

New Business Assistant Manager - Luxembourg

Ipes is looking for a New Business Assistant Manager to join our growing team. You will be responsible for supporting the Manager/Senior Manager to ensure that new clients and prospects are brought on efficiently and with a good first impression of Ipes.

Key responsibilities

  • Preparing and reviewing regulatory applications as part of the General Partner and Fund set-up process

  • Coordinating with other service providers for the set-up of entities (banks, notaries, lawyers, advisors, etc.)

  • Drafting services agreements at take-on

  • Reviewing and commenting on client documents including LPAs and other agreements
  • Assisting with the production and review of New Promoter files, checklists and collation of information required to obtain compliance approval

  • Consult the Managing Director, Operations Director and Senior Client Leads in connection with take-on and implementation of new clients and new business opportunities

Technical responsibilities

  • Understanding and executing delegated elements of new business processes

  • Preparing and convening  of board meetings, draft minutes and table all relevant documents

  • Preparing payments of fees and expenses

  • Undertaking company secretarial tasks

  • Helping on matters relating to customer due diligence

Staffing specification

  • A good understanding of Private Equity structures

  • A sound understanding of the set-up for regulated entities/vehicles and knowledge of fund documentation

  • A good understanding of KYC/CDD requirements

  • Accuracy and attention to detail - ensuring that all work sent to clients/investors reaches Ipes's accepted professional standards

  • Competence with Excel spread sheets & Microsoft Word

Target vocational qualifications

  • BAC +4/+5 in business administration or equivalent relevant experience and qualifications

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