Private Markets Structuring Analyst

About Utmost International

Utmost International is a leading provider of insurance-based wealth solutions operating across the UK, Europe, Latin America, Asia, and the Middle East. Its solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.

 

About Utmost Luxembourg S.A.

Sitting at the crossroads of private banking, asset management, and insurance, we operate in a well-established and fast-growing division of the financial services industry. Our dynamic international team of 450+ experienced wealth structuring specialists, subject-matter and technical experts consists of 50 different nationalities, speaking over 30 languages.

 

We are a diverse and inclusive organisation driven by a values-based culture that promotes excellence, ambition, and innovation. We invest in talented teams who develop their expertise, curated through support and training, and fostered through a people centred culture. Our people truly are our greatest asset!

 

Your role – Are you ready for a challenge?

The Private Markets Structuring Analyst is responsible for performing adequate assessment of structuring and risks linked to the acceptance of new Private Markets Investments being Private Equity, Real Estate or any other alternative assets with limited liquidity and transferability, in order to mitigate Lombard International’s financial, operational, legal and reputational risks.

 

Your responsibilities will be as follows:

• Proper due diligence of new Private Market investments until the final target assets held within the investment structure to be acquired by and held by the insurance policies;
• Analysis and good understanding of standard private equity deal documentation and agreement is key for this role;
• Enhanced assessment of the valuation of the new unquoted investments as well as all relevant risk factors related to that investment within an insurance policy as a whole;
• Close supervision and coordination of any restructuring, corporate action on existing positions in unquoted assets;
• Ensuring proper documentation and filing of collected and analysed documentation and evidence;
• Ensuring accurate application of the corporate Private Markets Investment policy and Private Markets Assets acceptance procedure.
  

Your profile – Have you got what it takes to become our Private Markets Structuring Analyst?

• Master (Bac +4) in finance, corporate law or business administration;
• 3-5 years’ experience within Private Equity funds administration or Bank Private Equity desk in unlisted companies and private equity funds or audit experience in PE funds or unquoted companies and tax structuring;
• Luxembourg collective investments laws (SIF / RAIF/ AIF / ELTIF / Evergreen funds) in the light of investment in Private Markets assets;
• Knowledge of the Luxembourg fund industry regulatory requirements would be a plus;
• Strong capabilities in risk assessment, analysing financial reports, M&A and corporate finance agreements;
• Strong team player and strong communication skills, motivated to learn;
• Hands on attitude, we expect the person to take full ownership of the cases they will be dealing with;
• French Speaker with fluency in English are mandatory, any other European Languages would be considered as an asset;
• Skilled user of MS Office.

As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to gender, colour, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.

 

Given the sensitive nature of our business, industry sector and the role as described, the selected candidate is required to provide a criminal record (Bulletin n°3 for Luxembourgish residents). This excerpt will be kept by Utmost Luxembourg S.A. in compliance with article 8-5 (2) of the law of 23 July 2016 and for no longer than one month from the conclusion of the employment contract; otherwise, it will be destroyed without any undue delay should the candidate not be hired.

 

Utmost Luxembourg S.A. is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently.

 

Our Recruitment Privacy Notice is in line with GDPR and provides more information with regards to the types of data that we collect and hold on you as a job applicant, including for the performance of Background Checks.  It also sets out how we use that information, how long we keep it for and other relevant information about your data. For full details please click here Recruitment Privacy Statement#utmost