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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing Fund Onboarding projects, with a strong understanding of Luxembourg and EU investment-fund regulations such as UCITS and AIFMD. Capable of leading teams, improving onboarding procedures, and maintaining accurate project documentation.
Highest-signal resume keywords
Fund Onboarding ManagementInvestment Funds ExperienceKnowledge of AIFMDProject Management SkillsClient Facing Background
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fund StructuringRegulatory ApprovalProject PlanningRisk ManagementData Analysis
Soft Skills
Interpersonal SkillsCommunication SkillsAttention to DetailTeam-OrientedProblem-Solving Skills
Tools & Technologies
SalesforceCompassPipelines
Certifications & Qualifications
Internationally Recognized Professional Qualification
Industry Keywords
UCITSAIFMDAML/CFTSFDRMiFID
About the role
Key responsibilities & impact- Lead and manage Fund Onboarding projects across multiple fund domiciles, fund structures, and product types from structuring and planning through regulatory approval and operational launch
- Act as project manager and coordination point throughout the end-to-end onboarding process
- Work with investment managers, legal advisers, Fund Boards, Conducting Officers/Designated Persons, external service providers, and internal teams
- Manage project plans, milestones, dependencies, risks, and issues, including ownership and escalation
- Maintain knowledge of Luxembourg and EU investment-fund regulations, including UCITS, AIFMD/AIFMD II, AML/CFT, and SFDR
- Provide guidance and support to team members and escalate complex onboarding issues to Management
- Improve onboarding procedures and controls, implement changes, and provide training
- Maintain accurate Salesforce, Compass, Pipelines, and management information throughout onboarding
- Participate in training and knowledge-sharing activities and keep the team informed of operating and regulatory changes
Requirements
What you’ll need- An internationally recognized professional qualification
- Minimum 6 years’ experience in an investment funds environment
- Knowledge of AIFMD, UCITS and MiFID
- Client facing background with presentation and project management skills
- Enhanced interpersonal skills and ability to build relationships
- Strong written and verbal communication skills
- Strong attention to detail and commitment to delivering quality work
- Team-oriented, enthusiastic, and self-motivated
- Analytical skills to collect and analyze information, solve problems, and make decisions under minimal supervision
- Commercial awareness and understanding of business environments
Benefits
Comp & perks- Hybrid work arrangement
