Private Markets Structuring Analyst (m/f)
About this role
Private Markets Structuring Analyst Sales - Findel, Grand Duchy of Luxembourg
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?