Stage Compliance - International Asset Management

Présentation de l'entreprise

Altana Wealth is an award-winning Asset Management Company based in London with an affiliate company based in Monaco, backed by partners’ money and with a wide range of funds across multiple asset classes. The company manages assets on behalf of professional clients and eligible counterparties.

Altana Wealth is authorised and regulated by the financial authorities. Please visit www.altanawealth.com for further information.

Our team members are outstanding individuals coming from a diverse range of backgrounds and cultures with a common focus on high performance and distinguished sources of alpha. We are constantly seeking innovative solutions that would set us apart from our competitors by offering transparency and aligning our investors with every strategy. We value our passion and commitment, and we are rewarded for our performance. 

Description du poste

Under supervision, the intern will:

• Assist with basic day to day compliance and AML support for the Monaco office, such as helping prepare draft material for reports and questionnaires, and updating training records and simple checklists.
• Help collect and organise information needed for compliance and AML tasks relating to Luxembourg entities (e.g. surveys, annual reports, data collection exercises), including maintaining calendars and trackers.
• Support the team in preparing documentation for Cayman Islands fund structures, such as collating documents for periodic reviews with administrators and helping compile summary packs for board meetings.
• Contribute to the maintenance of core compliance documents and registers by updating templates, version logs and simple entries (e.g. training records, gifts and hospitality, document retention lists) under guidance.
• Help with routine monitoring support, such as preparing files for review, assisting with the documentation of findings, and helping to assemble materials for audits and regulatory inspections.
• Assist with maintaining orderly electronic and physical files for regulatory submissions, correspondence and training materials.Intern-or-Junior-Compliance-Officer-Master.docx 
 

Candidate Profile

Education & Qualifications
• Current student or recent graduate in law, finance, business, compliance or a closely related field.
• Any AML/CTF related training or coursework is a plus.
• An interest in financial services, investment funds or asset management is desirable.
• Prior knowledge of Monaco, Luxembourg or Cayman regulatory frameworks is not required; training and guidance will be provided

Languages
• Fluent English and French (written and spoken) required.

Skills & Personal Qualities
• Strong attention to detail and willingness to learn.
• Basic Excel and Word skills; readiness to develop these further.
• Ability to follow instructions, work methodically and manage simple tasks with guidance.
• High integrity and discretion when handling confidential information.
• Curious, proactive and genuinely interested in compliance, regulation and asset management.
• Able to work well both independently (with supervision) and as part of a small, international team.
• Clear and concise written and verbal communication skills.