Luxembourg | Germany | Belgium | Netherlands
- Setting up the legal & ops structure of the Lux office - Creation of Policies and Procedures (e.g. Risk Mgt & Valuation) - Establishing pipeline for new business & managing client relations - Defining cross boarder data flow and data management - Advisory on Risk, Valuation and Governance - Supported the development of a risk software solution - Managing Valuation and Risk-Management processes in Luxembourg - Advise and support for local authority screenings (e.g. CSSF)
-Advisory Services -Board Member -Interim Director -Sales & Relationship Coach
- Held an interim position within leadership team of AIFM - Managing a team of 17 FTE - Running project to separate AIFM and admin business - Integration of admin clients and staff into separate Apex entity - Board Member/Director for local AIFs & investment structures - Portfolio Management duty within Investment Committees
- Global Leadership and M&A advisor - Driving advisory and account management for executive clients - Training of global sales & account managers for Lux fund structuring - Providing governance as Board Member for local SPVs and AIFs - Supporting product and service development for alternative assets - Supported clients on global tax structuring and SPV setup - Speaker on international roadshows in the private market
- Part of Global Alternative Asset team - Driving advisory and account management for executive clients - Providing governance as Board Member for local SPVs and AIFs - Representing the firm on roadshows & international events - Initiation of the Intertrust AIFM / CO Portfolio Management - Driving Business Development outside DACH region
- Account management for Alternative Investments - Oversaw departmental operations (4FTE) on an interim basis - Contributed to the implementation of new regulatory requirements - Board Member for local SPVs and AIFs - Participated in Portfolio Management & inv. committee meetings - Representing the firm on roadshows within the "DACH" region - Heading Marketing and Events