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 centered culture. Our people truly are our greatest asset!
Your role – Are you ready for a challenge?
The Performance Measurement Officer is responsible for performing certain monitoring activities linked to our insurance contracts that support our internal and external partners. Responsibilities also include oversight and risk mitigation related support and analysis.
Your responsibilities will be as follows:
The Performance Measurement Officer’s tasks include:
- Reviewing Internal Collective Funds (ICF) performance according to agreed benchmark on a quarterly basis and liaising with Investment Managers as required
- Supporting the creation of new products or new ICFs and ensuring the correct setup of fund objective, strategy and benchmark
- Supporting the ongoing lifecycle monitoring of ICFs including closures
- Supporting the Investment Manager Due Diligence process and questionnaires received electronically via the Acolin platform
- Supporting regulatory topics such as PRIIPs and Loi Pacte
- Creation of monthly and quarterly reports for partners
- Supporting the monitoring process of key topics (e.g. MAR, High concentration, large loss etc)
- Conducting analysis related to relevant regulatory topics and proactively supporting implementation of any related projects
- Dealing with ad-hoc queries from internal and external partners
Your profile – Have you got what it takes to become our Performance Measurement Officer?
- Master degree in Finance, Economics or similar field
- Relevant experience in the field of Investment oversight would be highly appreciated
- Good knowledge on investment instruments and financial environment
- Excellent analytical and communication skills – team collaboration
- Team spirit, self-motivation, with a proactive and committed working style
- Well-developed interpersonal skills in a team-oriented environment
- Excellent organizational skills, ability to work under pressure and to prioritize workloads
- Ability to work independently in a structured and analytical way
- Accuracy and attention to detail
- Ability to quickly integrate new concepts, procedures, modifications in the organisation or methodologies
- Ability to work in a fast-changing environment with multiple priorities
- Good knowledge of MS Office (Excel, Word and Power point)
- Fluent in English
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
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Skills Required
- Master’s degree in Finance, Economics, or a similar field
- Relevant experience in investment oversight
- Knowledge of investment instruments and the financial environment
- Excellent analytical and communication skills
- Team collaboration and interpersonal skills
- Self-motivation and a proactive, committed working style
- Excellent organizational skills and ability to prioritize workloads under pressure
- Ability to work independently in a structured and analytical manner
- Accuracy and attention to detail
- Ability to quickly learn new concepts, procedures, organizational changes, and methodologies
- Ability to work in a fast-changing environment with multiple priorities
- Good knowledge of Microsoft Office, including Excel, Word, and PowerPoint
- Fluency in English
What We Do
Utmost Group plc is a leading global provider of insurance-based wealth and life assurance solutions for high net worth and ultra-high net worth clients. Founded in 2013 by Paul Thompson and Ian Maidens, the Group has grown through numerous acquisitions into an international organisation managing over £100bn of assets on behalf of clients, operating from offices in the Isle of Man, Guernsey, Ireland, Luxembourg and across a global network, through its Utmost and Utmost Corporate Solutions business lines.
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