Fund Distribution Oversight Officer M/F

at  Amundi Investment Solutions

Luxembourg, , Luxembourg -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate30 Jan, 2025Not Specified30 Oct, 2024N/AGood communication skillsNoNo
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Description:

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Responsibilities:

  • Performing the oversight of the internal and external Distribution network in accordance with Luxemburgish regulation and internal policies and procedures of the Management Company.
  • Coordinating initial and ongoing due diligence oversight of externally appointed distributors, including risk assessment.
  • Ensuring that distributors’ AML/KYC files are up to date and all the information and documents are recorded in our database.
  • Monitoring the relationship with the unit in charge to deliver the first due diligence assessment and ensuring that all the information is available.
  • Interaction with client servicing teams to collect all the information and required documents.
  • Preparing and producing due diligence reports for the Management Committee and the BoD of the Management Company as well the dashboard to monitor the distribution activity.
  • Collect and manage documentation to ensure evidence for internal audit and periodical regulatory reviews.
  • Serve as PMO in cross-functional projects, oversee and manage planning, execution and delivery of cross-functional projects related to distribution activities, ensuring alignment with client service and distribution needs.

REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

IT Software - Other

Accounts Management

Graduate

Proficient

1

Luxembourg, Luxembourg