Working with us

Joining our performance-driven, fast-growing team will broaden both your experience and your options. As a business, we are relentless in our pursuit of excellence – we know that we succeed only by delivering the kind of comprehensive support you need to maximise your potential. So whether developing our client relationships or shaping strategy and process, you will be hands-on and developing your knowledge right from the start.

Working at Belasko

Ours is a collaborative culture. Throughout our business we share insight and coordinate our efforts so that we can all achieve more. This means you will be part of a close-knit group of peers who pool knowledge and learn from each other. And you will be actively mentored by experienced senior colleagues.

Develop & Grow

Whatever your role and ambitions, you will be empowered to build your career in the direction that interests you. You will be given all the support and encouragement you need to excel in your current position and make the most of new opportunities as they arise in our constantly evolving international team.

From my experience, Belasko has been a fantastic place to work. It is providing me with the platform to meet my career aspirations. In addition, it is an enjoyable, thriving and energetic environment to work in. At Belasko everyone has the opportunity to have their ideas and voices heard. Furthermore, we are a collaborative pan jurisdiction organisation with a growing team of committed professionals that want to provide our clients with the highest standard of client service.

Dom - Assistant Manager, Belasko

Opportunities

  • Fund and Legal Corporate Officer Luxembourg

    Overall Purpose

    The purpose of the position is to assist the corporate secretarial department with ensuring the sound corporate standing of alternative investment structures. The role will require regular interaction with staff at all levels across the Belasko Group, clients and third party service providers and advisors.

    Indicative Activities and Accountabilities

    • Manage day-to-day corporate secretarial matters, governance and administrative aspects of a portfolio of domiciled funds and their underlying SPVs.
    • Take part in the onboarding of new clients and ensuring that relevant AML/KYC and CDD is in good standing.
    • Transaction monitoring of portfolio transactions
    • Take charge of the preparation of Board meetings, along with board packs, attend and minute the meetings and follow-up on action points
    • Drafting of legal documentation related to the Annual General Meetings and Extraordinary General meetings of shareholders
    • Monitor all topics on the corporate calendar
    • Ensure all statutory registers are up to date
    • Coordinate service provider relationships, liaise with internal and external stakeholders such as auditors, law firms, the regulator, notaries etc.
    • Monitor changes in relevant legislation and the regulatory environment and take action accordingly
    • Ensure the integrity of the clients’ governance framework and provide guidance as to good corporate governance proceedings
    • Assisting team with execution of payments relating to underlying entities

    Qualifications and Experience

    • A background education in law
    • Experience in a similar role in the financial sector;
    • A good understanding of Luxembourg Fund legalisation and corporate secretarial function;
    • Familiarity with the Luxembourg compliance and regulatory compliance environment.
    • 5+ years experience
    • A valid Luxembourg working permit

    Required Skills

    • Integrity, honesty and professionalism;
    • Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff and management within the Belasko Group as well as clients and third party service providers (where applicable);
    • Proactive, solution focussed and self-sufficient.

    Salary: Negotiable

    Location: Luxembourg

    Type:
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    Application End Date: 01.11.2022

    Apply Now
  • Senior Fund and Corporate Legal Officer Luxembourg

    Overall Purpose

    The purpose of the position is to assist the corporate secretarial department with ensuring the sound corporate standing of alternative investment structures. The role will require regular interaction with staff at all levels across the Belasko Group, clients and third party service providers and advisors.

    Indicative Activities & Accountabilities

    • Manage day-to-day corporate secretarial matters, governance and administrative aspects of a portfolio of domiciled funds and their underlying SPVs.
    • Take part in the onboarding of new clients and ensuring that relevant AML/KYC and CDD is in good standing.
    • Transaction monitoring of portfolio transactions
    • Take charge of the preparation of Board meetings, along with board packs, attend and minute the meetings and follow-up on action points
    • Drafting of legal documentation related to the Annual General Meetings and Extraordinary General meetings of shareholders
    • Monitor all topics on the corporate calendar
    • Ensure all statutory registers are up to date
    • Coordinate service provider relationships, liaise with internal and external stakeholders such as auditors, law firms, the regulator, notaries etc.
    • Monitor changes in relevant legislation and the regulatory environment and take action accordingly
    • Ensure the integrity of the clients’ governance framework and provide guidance as to good corporate governance proceedings
    • Assisting team with execution of payments relating to underlying entities

    Qualifications & Experience 

    • A background education in law
    • Experience in a similar role in the financial sector;
    • A good understanding of Luxembourg Fund legalisation and corporate secretarial function;
    • Familiarity with the Luxembourg compliance and regulatory compliance environment.
    • 5+ years experience
    • A valid Luxembourg working permit

    Required Skills

    • Integrity, honesty and professionalism;
    • Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff and management within the Belasko Group as well as clients and third party service providers (where applicable);
    • Proactive, solution focussed and self-sufficient;

    Salary: Negotiable

    Location: Luxembourg

    Type:
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    Application End Date: 01.11.2022

    Apply Now
  • Head of Transfer Agency Luxembourg

    Overall Purpose

    The purpose of the position is to assist in the building of the Transfer Agency unit, to support with the setup of the company’s processes and procedures and to ensure Belasko adhere to its AML obligations. The role will require regular interaction with investors, staff at all levels across the Belasko Group, clients, the CSSF and third party service providers and advisors.

    Indicative Activities & Accountabilities 

    • Assist with the setting up of procedures and policies in accordance with CSSF circulars and relevant national and European law.
    • Play an integral part in the recruitment process for the Transfer Agency Unit.
    • Supervision of subsequent team members and coaching of junior staff.
    • To build a robust AML framework to be implemented to ensure investor KYC requirements are adhered to at registration and reviewed adequately in accordance to their risk classification.
    • Coordinate and participate in day-to-day TA deliverables and running of operations.
    • Ensuring at all times accurate and reliable data for investor base is up to date for regulatory reporting purposes.

    Qualifications & Experience

    • Thorough knowledge of Luxembourg AML Law 12 November 2004 and relevant CSSF Circulars;
    • Proven experience in a similar role in a capacity in the financial sector;
    • In depth knowledge of the Luxembourg transfer agency responsibilities and duties;
    • Familiarity with the Luxembourg compliance and regulatory compliance environment;
    • Sound knowledge of Alternative Investment Funds and mechanics of their operations.

    Required Skills

    • Integrity, honesty and professionalism;
    • Proactive, self-starter and meticulous detail;
    • Proactive, solution focussed and self-sufficient.

    Salary: Negotiable

    Location: Luxembourg

    Seniority Level: Head of Function

    Type:
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    Application End Date: 01.11.2022

    Apply Now
  • Head of Compliance Luxembourg

    Overall Purpose

    The purpose of the position is to oversee the Compliance function of Belasko Luxembourg, act as the RC with the Regulator and authorities. The role will require regular interaction with staff at all levels across the Belasko Group and the CSSF.

    Indicative Activities & Accountabilities

    • Managing and overseeing the Compliance function in its coverage (Financial Crime Compliance, Advisory, Monitoring and Testing activities);
    • Identifying and evaluating the Compliance Risks through the performance of Compliance Risk Assessment and dedicated AML Risk Assessment;
    • Organizing, coordinating and structuring compliance-related monitoring, testing and surveillance activities;
    • Ensuring the Company’s compliance framework is appropriate by focusing on aligning practices with regulatory and Belasko’s standards;
    • Acting as an adviser to Senior Management while supporting the business by applying sound judgement, decisions and added-value recommendations;
    • Driving strategic alignment with other divisions of Belasko and ensuring implementation and adequate execution of new regulations by participating in Regulatory projects;
    • Representing Belasko and attending in relevant professional and industry working groups;
    • Coordinating with all three lines of defence and central Compliance functions of Belasko to manage risks and provide high quality results;
    • Identifying training needs, designing new training decks when required and delivering training to all employees in relation to relevant regulations;

    Qualifications & Experience

    • Report to the Board of Directors on the performance of compliance activities incl. MLRO report;
    • Receive, review and investigate Suspicious Activity Report and file STR with the Financial Intelligence Unit where required;
    • Maintaining strong relationship with all relevant regulatory bodies. Liaising with internal and external auditors where necessary;
    • The role may include the management and development of staff or a small team in the future.

    Required Skills & Competencies

    • You posses a university degree in Finance, Law or Economics;
    • You have at least 10 years’ experience in an international audit, legal or fund services firm;
    • Extensive experience in Financial Crime risks, regulatory requirements applying to a Specialized Financial Sector Professional in Luxembourg
    • Experience in auditing/ testing existing controls designed to ensure regulatory compliance;
    • Excellent understanding of the Luxembourg laws and regulations relevant to the fund industry (AIFMD);
    • Practical experience in handling regulatory change and provision advice in relation to implementation;
    • Excellent verbal and written communications skills in English and French
    • Excellent analytical, organizational, communication and interpersonal skills;
    • Acclaimed for effective communication of moderately complex, difficult or sensitive information, you collaborate with others to build consensus.
    • Excellent problem-solver, being able to use good judgement. Efficient and focused on delivery and details;
    • You are able to build relationships across the organization, build trust and collaborate efficiently with various partners;

    Salary: Negotiable

    Location: Luxembourg

    Seniority Level: Head of Function

    Type:
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    Job Function: Compliance


    Application End Date: 01.11.2022

    Apply Now
  • Head of Learning and Development UK

    Overall Purpose

    Following a period of strong organic growth, we are continuing to strengthen our people agenda and core operational team. We are now seeking an exceptional candidate to fulfil a lead role in delivering our learning and development strategy and supporting initiatives across the Group.

    We place a significant investment in the personal and professional development of our people. From onboarding and induction to performance management and career development; providing a successful model for continuous learning underpins the employee lifecycle to drive strong engagement and performance.

    Main Responsibilities:

    • Work closely with the Group Operations Director, Head of HR and senior stakeholders to develop & deliver a learning and development strategy in line with our corporate mission, vision, values and overall business objectives
    • Drive a culture of continuous professional development and ongoing learning with appropriate supporting policy
    • Identify and customise specific learning programmes across our client service delivery, accounting and operational functions to maximise performance and output
    • Create and develop a centralised induction programme
    • Carry out employee capability assessments and training needs analyses
    • Identify appropriate technical & soft skills’ training for ongoing professional & personal development to drive quality and innovative employee learning programmes
    • Create flexible & innovative learning programmes to support employees at all levels
    • Identify and roll out a suitable accredited management development programme
    • Develop supporting toolkits for managers to support the employment lifecycle
    • Monitor effectiveness of learning programmes with supporting measures and analytics
    • Develop a formal coaching & mentoring programme
    • Support the development of a continuous performance management programme linked to business strategy and career development
    • Develop a core in-house training programme, bringing together subject matter experts and shared knowledge across the Group
    • Create quick guides and hints and tips for all systems training
    • Manage Skillcast library and ensure all training resources are centralised in the Belasko policy hub
    • Build and develop key relationships with 3rd party training providers, professional bodies and intermediaries to support the delivery of effective programmes
    • Research and publish appropriate training opportunities via a calendar of training
    • Ensure all training is appropriately recorded in line with any regulatory requirements
    • Report on all training completed across the Group on a timely basis
    • Forecast, manage and track annual training budgets
    Qualifications, Skills and Experience:

    • Substantive experience in a learning and development environment, operating in a lead role across multiple jurisdictions
    • An understanding of the financial services industry and regulated businesses
    • CIPD level 7 qualification or equivalent
    • Commitment to best-in-class standards in creating a supportive learning environment and development opportunities
    • Self-starter & able to work independently
    • Strong presentation and communication skills
    • Professional management of client relationships.

    Location: UK

    Seniority Level: Head of Function

    Type: Full Time

    Job Function: Learning and Development


    Application End Date: 01.11.2022

    Apply Now
  • Junior Administrator, Corporate Jersey

    Overall Purpose:

    The purpose of the position is to support the Fiduciary team and to provide general support to the wider Belasko Group as required.

    Pre requisites:

    • Ability to work to tight deadlines.
    • Ability to prioritise work and juggle different tasks for different colleagues.
    • Basic understanding of office administration.

    Personal attributes:

    • Ability to work as part of a team and be a team player.
    • Ability to work independently when required with supervision from senior admin/managers.
    • High level of attention to detail is essential.
    • Motivated individual; self starter with enthusiasm and common sense.

    Indicative activities:

    It is anticipated that the individual will be involved in the general administration and certain company secretarial functions of client entities under administration with supervision and training from more senior staff members. Day to day activities will include, but are not limited to:

    • Assistance with client transactions
    • Logging invoices and processing payment instructions to the payments team
    • Liaison with clients for payment call-backs and funding requirements
    • Assistance with maintenance of client records including updating database, filing and scanning.
    • Data Management System control
    • Meeting and greeting clients and preparation of board room for client meetings
    • Other administrative tasks as necessary.

    Reporting to: Senior Administrator / Manager

    Location: Jersey

    Seniority Level: Trainee/Júnior Administrator

    Type: Full Time

    Job Function: Administrator


    Application End Date: 01.11.2022

    Apply Now
  • Junior Administrator, Funds Jersey

    Overall Purpose:

    The purpose of the position is to support the Funds team working on a client entities and to provide general support to the Fund Team and the wider Belasko Group as required.

    Pre requisites:

    • Ability to work to tight deadlines.
    • Ability to prioritise work and juggle different tasks for different colleagues.

    Personal attributes:

    • Ability to work as part of a team and be a team player.
    • Ability to work independently when required with supervision from senior admin/managers.
    • High level of attention to detail is essential.
    • Motivated individual; self starter with enthusiasm and common sense.

    Indicative activities:

    It is anticipated that the individual will be involved in the general administration and certain company secretarial functions of client entities under administration with supervision and training from more senior staff members. Day to day activities will include, but are not limited to:

    • Assistance with client transactions
    • Logging invoices and processing payment instructions to the payments team
    • Liaison with clients for payment call-backs and funding requirements
    • Assistance with maintenance of client records including updating database, filing and scanning.
    • Data Management System control
    • Meeting and greeting clients and preparation of board room for client meetings

    Reporting to: Senior Administrator / Manager

    Location: Jersey

    Seniority Level: Administrator

    Type: Full Time

    Job Function: Administrator


    Application End Date: 01.11.2022

    Apply Now
  • Senior Administrator / Assistant Manager, Corporate Guernsey

    Overall Purpose

    To take responsibility for and ownership of a varied portfolio of client entities and provide general support to the Fiduciary function and the wider Belasko Group as required.

    Working Relationships

    The role will require regular interaction with individuals at all levels across the Belasko Group, clients, registry officials, tax authorities, banks, lawyers, accountants, auditors and other third party service providers and advisors.

    Indicative activities

    Client Administration

    • Maintain secretarial, governance and transactional oversight and control of a cross section of client entities.
    • Maintain a high level of communication and interaction with clients, investors and advisors as required.
    • Maintain excellent client relationships.
    • Drafting of minutes/resolutions for Client transactions.
    • Review of Financial Statements.
    • Oversee transactions undertaken by client entities whilst involving the Senior Manager and/or Director where necessary.
    • Assist in onboarding new client entities including collection of correct due diligence.
    • Ensure client requests and ad hoc queries are dealt with efficiently and timeously.
    • Take responsibility for ad-hoc projects as requested.
    • Ensure secretarial and governance deadlines applying to client entities are met.
    • Contribute where appropriate to the oversight, control and development of policies, procedures and checklists relevant to the administration of client entities.
    • Review of organisation of board meetings and review &/or preparation of relevant client entity board meeting packs, attendance at meetings and drafting or review of accurate board minutes.
    • Overseeing transactions through to completion.
    • Review of statutory filings on the Guernsey Registry and UK Companies House.
    • Dissolution of entities.
    • Delegation of work to Junior Administrator (if applicable).
    • Authorised Signatory responsibilities (documentation and banking).
    • Data Management System control – maintenance of Acumen/NavOne records on clients.
    • Client take on – including preparation and collation of AML, FATCA/CRS and Risk Matrix.
    • Involvement in provision of trustee services to trusts.
    • Liaison with client/Lawyers/Auditors/Directors/Banks/HMRC/Tax advisors/Suppliers.
    • Cover of reception duties and ordering of consumables (as cover of Junior Admin).
    • Review work prepared by peers or junior team members as appropriate.
    • Payment Input / Cover.
    • Monitoring payment e-mails and managing status.
    • Liaison with clients for payment call-backs and funding requirements
    • Responsibility for the supervision and training of relevant administration team members.
    • Other tasks as necessary.

    Fiduciary Function Management

    • Participate in and contribute to Fiduciary Team meetings.
    • Liaise with and maintain positive relationships with contact firms whether they undertake work on the Belasko Group and/or its client entities or not.
    • Identify opportunities to expand services to existing clients and new business opportunities.

    Preferred Qualifications and Experience

    • Hold or be studying for ICSA or STEP qualification.
    • Familiarity with the Guernsey legal and regulatory environment and in particular the AML/CFT Handbooks.
    • Familiarity of FATCA and CRS as they relate to client entities and reporting.

    Location: Guernsey

    Seniority Level: Senior Administrator

    Type: Full Time


    Application End Date: 01.11.2022

    Apply Now
  • Senior Administrator, Corporate Jersey

    Brief description of the role:

    To take responsibility for and ownership of a varied portfolio of client entities.

    Main responsibilities:

    • Oversee and manage transactions and day to day administration undertaken by client entities, involving senior staff where necessary.
    • Drafting minutes/resolutions for Client transactions, investments and quarterly meetings.
    • Delegation of work to junior team members and monitoring/review of work generated by junior staff.
    • Ensure secretarial, governance and regulatory deadlines applying to client entities are met, including review certain statutory filings.
    • Review work prepared by peers or junior team members as appropriate.
    • Responsibility for the supervision and training of junior team members and input into relevant annual performance reviews.
    • Assist in onboarding new client entities including collection of due diligence.
    • Limited Authorised Signatory responsibilities (documentation and banking).
    • Record keeping and Data Management System control – particularly maintenance of statutory records for clients and use of NavOne and iManage.
    • Involvement in provision of trustee services to trusts.
    • Monitoring payment e-mails, managing status and liaison with clients for funding requirements.
    • Attend and contribute to team meetings.
    • Contribute where appropriate to the control and development of policies, procedures and checklists.
    • Liaise, and maintain positive relationships, with contact firms with the option to attend corporate and networking events.
    • Opportunity to champion/participate in Belasko social and wellbeing initiatives.

    Skills and Experience Required:

    • Integrity, honesty and professionalism.
    • Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff and management, as well as clients and third parties.
    • Proactive, solution focused and self-sufficient.
    • Deliver work of the highest standard with attention to detail.
    • Ability to achieve goals and deadlines where operational considerations may compete.
    • Hold or be studying for ICSA or STEP qualification.
    • Familiarity with the Jersey legal and regulatory environment and in particular the AML/CFT Handbook and Companies (Jersey) Law.
    • General understanding of JFSC regulations, good governance and corporate principles.

    Key contact for onward enquiries: [email protected]

    Location: Jersey

    Seniority Level: Senior Administrator

    Type: Full Time

    Job Function: Administration


    Application End Date: 02.10.2022

    Apply Now
  • Senior Accountant UK

    Brief description of the role:

    The role involves working on a range of clients varying in size and structure, meeting the day to day reporting requirements, including performing transactional input and review as well as guidance and oversight of junior member’s work. Leading on a variety of tasks including ad hoc requests that can range from complex client and investor queries to communicating with third party providers for efficient workflow. Involvement and input within project work for the changing environment helping shape a number of elements with the Belasko workstreams and space.

    Main responsibilities:

    • Reviewing a range of financial transactions processed by bookkeepers;
    • Reviewing bank reconciliation and general ledger reconciliation;
    • Treasury and liquidity reporting;
    • Bridging facility management and compliance reporting;
    • Preparation & review of drawdown and distribution notices for the funds;
    • Preparation & review of VAT and Corporate tax returns;
    • Completion of investor queries;
    • Preparation & review of periodic management accounts;
    • Preparation & review of quarterly investor reports;
    • Preparation & review of audited and unaudited annual accounts;
    • Working closely with other service providers such as auditors, tax advisors and lawyers;
    • Following firm’s risk management and quality control procedures at all times;
    • On the job training and supervision of junior members of team;
    • Working closely with manager on planning and resource allocation to meet agreed deliverables;
    • Project work to drive positive change and improvement to policies and procedures.
    • As experience increases you will have an opportunity to take on more responsibility in day to day running of a portfolio clients.

    Skills and Experience required:

    • ACA/ACCA Finalist / Newly qualified
    • 4+ years’ relevant finance industry experience
    • Hands on experience in delivering high quality external reporting
    • Strong attention to detail, ability to prioritise and plan effectively
    • You will be comfortable operating in a client facing environment.
    • We are looking for a candidate with good inter-personal skills and a collaborative approach who will be helpful and willing to support wider team.

    Key contact for onward enquiries: [email protected]

    Location: UK

    Seniority Level: Assistant Manager

    Type: Full Time

    Job Function: Fund Accounting


    Application End Date: 02.10.2022

    Apply Now

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