SUMMARY:

Reaching a multi-lingual audience and maintaining legal compliance, the PM manages documentation for mutual fund companies that include semi/annual reports, prospectuses, shareholder notices, and marketing documentation etc., on behalf of a wide range of companies in Luxembourg the PRISMA PM works closely with the clients, auditors and fund administrators as required keeping track of timeframes.

The PM role serves as a direct liaison between the client and the Operations Manager to ensure the timely and accurate production of client’s documents. Communicating specifications and expectations to all areas of production. This involves coordination of multiple projects simultaneously and the ability to provide accurate and detailed instructions in both verbal and written form. Working behind the Client Relationship/Sales team it will also be the responsibility of the Project Manager to compile and administer each account and/or document, including preparing for invoicing, and managing other client or service provider enquiries.

KEY RESPONSIBILITIES:

• Integration with Operations Manager.
• Supports and advises clients through all production phases.
• Consults where appropriate with the Operations Manager/ Sales person on complex decisions.
• Alerts Operations Manager to job development when required.
• Monitors suppliers for performance and production costs & assist OM/Sales to price accurately by summarizing internal costs and analyzing the effort & time taken over projects.

PLANNING

• Reviews client’s specifications for adherence to capabilities and with guidance. Provides production alternatives when necessary.
• Creates and updates Project Scope for complex individual projects.
• Sets out timelines/schedules & present to the client.
• Status Sheets – keep all schedules updated with actual dates for tasks completed.
• Conducts Conference calls with clients and attend client facing meetings with Sales/Client Relationship as required. Provides minutes of call/ meeting as a follow-up.
• Confirms all regulatory requirements & processes for all projects; e.g. regulators review cycles.
• Develops & maintains necessary records & files for efficient operation.

DAY TO DAY

• Organize initial typesetting/formatting/layout of document
• Oversee and administer version changes
• Check changes have been implemented correctly by typesetter (time permitting)
• Provide changes to client for review and circulate to other parties (directors, auditors, local offices, investment mgr ) as required
• Maintain secure electronic files and access to document and associated files (i.e. distribution/address lists)
• Maintain filing structure for multiple file formats i.e. e-mails, source files, proof cycles etc.
• Oversee and enforce project plan deadlines i.e. liaise/coordinate/set schedule with Translators, Cameron and CIP
• Provide versions to client per request per form as required by client (email, hardcopy)
• Coordinate translation for languages required
• Administer version changes per reporting period and as required by client
• Ensure client-specific translation glossary is maintained (by ourselves for simple changes and outsourcing to translators
• Assure translation certification as required per jurisdiction (ie. Spain)

PROCEDURES

• Follow Standard Practices/reporting models & be aware of need to continuously, improve.
• Create Project Scopes for complex individual projects.

VENDORS

• Conduct regular meetings with vendors when needed
• Continually monitor and if needed suggest improvements to operational workflows to interface with vendors

ADMINISTRATION

• Prepare projects for invoicing, collate costs from vendors
• File job bag when a project is complete, inc. invoice, correspondence and other records

OTHER

Anticipate & expect to perform new tasks as the PM role changes

Success takes lots of determination and persistence. Here are our Prisma tips for a successful life.

Visualise your progress

Do you need some motivation? Seeing your progress might help. Visualise your success by:

• Moving marbles from one jar to another once a task is completed
• Installing a progress tracker on the office wall
• Filling a piggy bank for every small success or milestone. And open it at the end of a project.

Daily habits

Success is the product of daily habits—not once-in-a-lifetime transformations

James Clear (Atomic Habits)

Which daily habits make your life easier? Our daily habit is easy: to deliver high-quality service for every project.

Stay tuned for more Prisma Growth Strategies!

Growth is not always straight forward. Our Prisma Growth Strategies for August show you: how to take action and how Personas can help you. And despite all the growing and expanding your comfort zone, never forget to treat yourself.

Action plan

An action plan is more than a simple to-do list. You start by noting your short-, medium- and long-term objectives.

Break down all actions that are necessary to achieve your goals. The smaller the better.

Remember to use SMART goals: Specific, measurable, attainable, relevant and time-based.

Personas

Imagine your ideal client. How does your client, let’s call her Paula, start her day?

What are Paula’s challenges, desires and worries? Paula wants to impress her boss and colleagues by doing a great job. What can you provide to support her?

Once you figure out how to help Paula, you can apply it to all your clients. Personas are popular Marketing techniques. However, having a Persona helps putting the client first regardless of your own department.

Treat yourself

Some days all you need is discipline. Other days you need more to get the job done. Does a big reward motivate you to reach an ambitious goal? Do you ever reward yourself for completing a small milestone? Or just for making it through a tough day? Sometimes it is just as healthy to treat yourself for no reason at all.

Our reward it to see you grow. Plan some rest and time for rewards in your action plan. Until next month for another round of Prisma Growth Strategies.

We are finally going out more in the summertime which could lead to small talk. Here are your favourite fun facts about languages to help you impress people at parties:

• The world’s rarest languages have just a few speakers: among them are Hanti or Njerep.
• The constructed language Toki Pona has only around 120 words; and promotes positive thinking.
• There are many fictional languages – The one with the most speakers is probably Klingon.
• The Prisma team speaks on average 4.5 languages. (Unfortunately, no one speaks a fictional language yet)

• Language families Indo-European and Sino-Tibetan have the most speakers worldwide.
• Esperanto, the biggest constructed language, was created in the 1800s to foster harmony around the world.
• More than half the world’s population is bilingual.
• Start learning a new language by memorizing the 1000 most important words. It will lead a lot faster to fluency.

Do you learn languages easily? Would you learn a fictional language?

Learn more about our translation services.

Growing takes time, energy and also rest. Find here our Prisma Growth Strategies for the month of July with our take on timeboxing, vision boards and leadership skills.

Timeboxing

Project management is all about time management. Have you heard about timeboxing to plan your time more efficiently?

• Set your time “budget” for each sub-activity
• You can spend less time, but should never spend more time than allocated
• Plan nothing else during the task
• Inform everyone that you should not be disturbed

Learning how to use your time effectively can a big step in your career and personal life.

Vision boards

Visualising your goals, dreams and desires might help you reach them faster. What better way to do this than vision boards.

Pictures, keywords and affirmations: there are no rules for your personal board. You can create a collage only containing pictures.

What else to include? How about: motivational quotes, meaningful tokens, a draft version of your book cover or company logo.

Prisma Tip: Create a digital vision board to be used as a screen saver or on your desktop.

Leadership

The perfect leader is creative, flexible, empathic and inspirational. A strategic thinker. A great communicator. And a Motivation Speaker. Focused, knowledgeable and organised. The leader listens actively, while noticing the small things and seeing the big picture.

Does this sound like a lot to you too?

Prisma Tip: Take it step by step. It is a process to become great at anything. This includes leaders.

As always, we love to see you grow.

Happy National Feierdag to all our clients, partners and friends 🇱🇺

Kindly note that our office remains closed on Thursday 23 June.

“I can ever wear beige because nobody will know who I am.”
Your Majesty, Queen Elizabeth II

With 70 years on the throne, the Queen is the first British Monarch to reach this milestone. What a remarkable achievement for a colorful fashion icon, an impressive leader and a role model.

We wish all our UK-based clients, partners and friends, wonderful Jubilee celebrations. Long live the Queen!

We love to see you grow. Below you will find our Prisma Growth Strategies for the months of April and May:

SQ3R method – Prisma Growth Strategies

Have you heard of the SQ3R method?

This reading method improves your ability to understand any text. Helpful for students and professionals alike

• Survey: Scan the text.
• Question: Ask yourself questions about the text.
• 3Rs: Read the text again and note down additional questions. Recite the text in our own words. Review your notes and questions. 

Bullet Journaling

Do you BoJo? – Bullet Journaling is an effective tool for our private and professional lives. You can also do a lot more than simply noting down to-dos.  

• You can build good habits. Just fill in the habit tracker every time once a task is successfully completed
• Check in on your mental health with a mood tracker. 
• A future log keeps all your events, meetings and important dates in one place. 

Activity Log

Do you know how you spend your time? After keeping an activity log for a few days, you will! Side effects may be improved time management skills. 

You can also track how energised you were throughout the day. Afterwards, you are a better judge of your own energy and/ will know when to do which task. 

Stay tuned for more growth strategies by Prisma!

Luxembourg’s latest public holiday ‘Europe Day’ will be on Monday 9 May 2022.

Time to look at the languages spoken in Europe. 

• Over 200 different languages are spoken in Europe 
• The EU has 24 official languages 
• Most Europeans speak a Romance, Germanic or Slavic language 
• Basque, Greek, Lithuanian and Icelandic are among the oldest languages in Europe and the world 
• Some languages are only spoken by a small group of people like: Faroese, Cornish or Sorbian 

Find out more about Prisma and our translation services!

“Be yourself; everyone else is already taken” (Oscar Wilde)

It is always better to live your life in your own way even if it is not perfect, instead of worrying about the expectations that others have of you.

For us at Prisma this means providing high-quality services, and being a trustworthy partner for all our financial communication needs.

We value respect, flexibility, integrity and reliability.