Within the Legal Business Line, the Domiciliation team provides clients with domiciliary and corporate secretary services. The team supports traditional investment funds and vehicles (Mainstream) and alternative investment funds and vehicles, including real estate, infrastructure, private equity and private debt (PEREs).
The Corporate Officer manages a portfolio of clients throughout the legal lifecycle of undertakings for collective investment funds (UCI) and corporate entities for which CACEIS acts as a service provider.
Main activities
- Ensure compliance with all legal and regulatory requirements regarding the proper execution of domiciliary and corporate secretary activities.
- Act as the client contact and be accountable for the proper execution of domiciliation and corporate secretary services for a portfolio of clients.
- Work autonomously, take ownership and responsibility for allocated tasks.
- Organize and participate in shareholders’ meetings (AGM/EGM) with the support of the Corporate Support Officer.
- Review AGM/EGM minutes, prepare related documents and follow up with clients until final approval and execution.
- Organize board of directors’ and managers’ meetings, including agendas, board packs, resolutions and minutes, and follow up through final approval and execution.
- Assist clients and other operational teams within CACEIS while maintaining a client-centric approach.
- Participate in internal projects and group initiatives.
- Provide internal business support on incorporation questions, corporate legal framework updates and the interpretation of links to offering documents.
- Keep management informed of issues requiring anticipation and risk mitigation.
- Share client specificities and expectations with colleagues to support continuous service quality.
- Recommend actions to improve client satisfaction.
- Provide senior support and coaching to team members.
Position details
- Duration: 12 months
- Management position: No
- Executive / non-executive: Non cadre
- Minimum education: Bachelor’s degree, BSc degree or equivalent
- Training or specialization: Domiciliation or legal background
- Minimum experience: 6–10 years
Skills needed
- Prepare legally required board and shareholder meetings by coordinating contributors and ensuring the consistency of submitted information.
- Write legal documentation, including minutes.
- Analyze legal documents associated with the lifecycle of a UCI for regulatory compliance and recommend corrective actions or perform required formalities.
- Manage and process internal and external client requests and provide timely, high-quality responses.
- Independently use standard office software functionalities.
Languages
English is required for complex professional contacts. French is a strong advantage.
CACEIS is the asset servicing banking group of Crédit Agricole dedicated to asset managers and institutional investors. It offers services including execution, clearing, foreign exchange, securities lending, custody, depositary, fund administration, fund distribution support, middle-office outsourcing and issuer services.