Position Summary
This individual will support the Conducting Officer for Oversight on the delegated functions (in particular for Portfolio Management, Marketing, IT and Depositary Banks) in the Luxembourg AIFM, covering private equity, real assets and credit strategies. As Oversight Officer at Carlyle you will assist the day-to-day activities as follows.
Primary Responsibilities
Oversight of Delegates: (60%)
• Being involved in the initial and ongoing due diligence processes and on-going monitoring on service providers and delegates, for instance:
- Due diligence questionnaire definition, formalisation and review
- Regular monitoring performed on service providers and delegates
- Determining, implementing and monitoring of Key Performance Indicators & Incident Reports produced by delegates and service providers
- Collect and assess KPI reportings with internal and external stakeholders on a quarterly basis
- Sample testing to cover any particular risks identified
• Contribute to the development of the framework of procedures governing the delegation oversight
• Assisting with the formalization of oversight materials
• Co-ordination with external service providers and group delegates, attend regular calls with delegates
• Assist in preparing the onboarding of new funds with the service providers and delegates
• Being involved in the registration and marketing as asked by fund formation/Fund Management teams/IR teams
• Review marketing materials prepared for the French Tied Agent acting on behalf of CIM Europe
• Performing ICT controls as required under DORA Regulation
• Assisting with the preparation, and timely and accurate execution of Service Level Agreements
• Assist the Conducting Officer in managing daily operations and delegates oversight activities
• Promptly alert Conducting Officer of any issues identified
Reporting (25%)
• Assisting with the preparation, and timely and accurate execution of Regulatory AIFM Reporting
• Support the Conducting Officer with the preparation of monthly meetings and quarterly board reporting materials
• Assist with operational reporting on ad-hoc basis
Contribute to the implementation of new laws and regulations impacting the portfolio management, marketing and ICT activities within the AIFM (5%)
ICT Automation (10%)
• Analyse, design, document and maintain end-to-end processes; describe their business rules; propose improvement through automation (As is process --> To be processes)
• develop tactical or workaround solutions to improve process and to gain productivity (use of coding, VBA, Python, PowerBI, Tableau, ...)
• Ensure the link between business, IT and the external provider
Requirements
Education & Certificates
- Bachelor/Masters’ Degree in Finance, Accounting, Business Administration, or similar qualification.
- High proficiency in Sharepoint, Outlook, Adobe, Excel, PowerPoint, and Microsoft Word
· Any additional ICT qualification/certificate is considered a plus
Professional Experience
· Have at least 5 years of proven experience in a similar role or in a Luxembourg Audit Firm
· Knowledge & understanding of Alternative Investment Fund structures and preferably Luxembourg AIFM requirements
- Interest in portfolio management, marketing, ICT and alternative investments fund industry
Competencies & Attributes
· Strong organizational skills / Ability to work autonomously
- Strong analytical skills
· High attention to detail with the ability to set priorities and to meet deadlines
· Team spirit
· Flexibility and collaborative attitude
- Fluent in English with solid written and verbal communication skills. Any other language skills will be considered an asset
- Eager to learn
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.
Who We Are
When people, ideas, and capital come together, opportunity expands across private markets. At Carlyle, this belief has shaped how we invest for decades, fueling growth for companies and delivering performance for investors.
Visit our website to learn more about our firm and the ways our platform is shaping private markets.
Skills Required
- Bachelor’s or Master’s degree in Finance, Accounting, Business Administration, or a similar discipline
- At least 5 years of experience in a similar role or in a Luxembourg audit firm
- Knowledge and understanding of alternative investment fund structures
- Preferably knowledge of Luxembourg AIFM requirements
- High proficiency in SharePoint, Outlook, Adobe, Excel, PowerPoint, and Microsoft Word
- Fluent English with strong written and verbal communication skills
- Strong organizational and analytical skills with attention to detail and ability to meet deadlines
- Ability to work autonomously and collaboratively
- Interest in portfolio management, marketing, ICT, and the alternative investment fund industry
- Additional ICT qualification or certificate
- Additional language skills
What We Do
Carlyle is a global investment firm with $293 billion of assets under management. Our purpose is to invest wisely and create value on behalf of our investors, portfolio companies, communities, and employees. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world’s largest and most successful investment firms, with more than 1,800 professionals operating in offices in North America, South America, Europe, the Middle East, and Asia.
