Détail du poste
Within the Private Equity & Real Estate Solutions (PERES) department, you will join the Commercial team responsible for managing our alternative clients.
This department within CACEIS Bank, Luxembourg Branch aims to serve its clients in the roles of depositary bank and central administration.
PERES department clients are management companies of alternative investment
funds. Their objective is to acquire non-financial (alternative) assets such as equity stakes in unlisted companies (private equity), real estate, infrastructure, or debt.
Your role will include the following activities:
1. Supporting the PERES commercial team during client meetings
- Preparing presentation materials
- Attending meetings and drafting minutes
- Populate the CRM tool with client data and visit reports
2. Monitoring and managing cross-functional projects
- Ensuring the relationship and administrative follow-up of the client portfolio assigned to you: you will represent the Bank to our clients and act as the liaison between the client and the Bank's operational teams
3. Collecting information from PERES clients necessary for the smooth operational functioning of the funds
4. Creating client dashboards to anticipate internal and external reporting needs
5. Managing client files:
- Supervising, and if necessary, participating in the collection of KYC documents from
our clients
- Ensuring the completeness of client files and organizing document management
You may also be required to take on other activities to assist the members of the commercial team with their daily tasks.
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Bienvenue chez CACEIS
Présent en Europe, en Amérique du Nord, en Amérique du Sud et en Asie, CACEIS propose une gamme complète de produits et services : exécution, compensation, change, prêt-emprunt de titres, conservation d'actifs, banque dépositaire et administration de fonds, agent de transfert, support à la distribution des fonds, solutions de Middle-Office et services aux émetteurs.
Avec 7 000 collaborateurs et un large portefeuille de clients, CACEIS est un leader européen de l'Asset Servicing et compte parmi les principaux acteurs mondiaux.
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Publiée le 28/04/2026 - Réf : 2026-112030