Performance Measurement Officer

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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