Portfolio Management Oversight Manager

il y a 2 jours


Luxembourg Generali Italia Temps plein

Generali is a major player in the global insurance industry - a strategic and highly important sector for the growth, development and welfare of modern societies. Over almost 200 years, we have built a multinational Group that is present in more than 60 countries, with 470 companies and nearly 80,000 employees. Our Group aims to become the standard bearer and industry leader in the European retail insurance market, building on our existing base of 50 million retail clients, out of an overall total of 72 million.

Generali Investments Luxembourg S.A. manages traditional and alternative investments (i.e. through UCITS and AIF investment vehicles) on an international scale with the experience and professionalism of the team of experts at the Generali Group, in addition to the world-class investment firms available through its funds offerings.

Main tasks:

- Supervising delegated Investment Managers providing reporting and independent views / insights of funds to Management Committee and Board of Directors,
- Supporting the oversight of portfolio activities in line with the CSSF circular 18/698
- Monitoring of operational processes regarding transactions performed by delegated Investment Managers on Alternative assets (notably on Real estate, Private Equity, Infrastructure),
- Monitoring performances of funds in absolute and relative terms
- Overseeing total expense ratio (TER) / ongoing charges of funds through a comparison and benchmarking with competitors
- Reviewing and benchmarking of the services rendered for Share class hedging and Securities Lending activities delegated to external providers
- Supervising Master Feeders
- Producing detailed analysis on market trends and benchmarking analysis in light of arising industry trends or new regulatory requirements in cooperation with the Compliance function
- Supporting relevant functions in the analysis and implementation of regulatory changes with regards to investment management oversight (AIFMD, ESMA guidelines, )
- The completion of the above tasks requires a strong cooperation with other Generali’s departments and entities such as Investment Managers, Risk, Compliance, Legal and Tax, Business Lines and Back Offices as well as other financial institutions and clients.

**Requirements**:
Must have:

- Graduate / Master’s degree in finance with an asset management / risk management focus or equivalent qualification,
- At least 5-7 years of experience in either Fund or Risk Management functions,
- Strong analytical, quantitative, investigative and reporting skills,
- Experience in dealing with regulation (UCITS, AIFMD),
- Overall knowledge and understanding of financial assets and risk management practices,
- Knowledge of the main Accounting Indicators used by the Funds Industry,
- Well-developed organizational skills, flexibility, ability to deal with different departments within the organizational framework,
- Knowledge and capacity of use of tools and software such as: Bloomberg, Risk-Metrics Microsoft Office,
- Relevant certifications (CFA, CAIA, FRM) would be an advantage,
- Fluent in English language, both written and spoken; the knowledge of French or Italian is considered a plus.

Soft Skills:

- Excellent communications skills, both verbal and written,
- Ability to detail technical information in order to produce concise and effective presentations,
- Solution oriented,
- Excellent attitude for analytical analysis and creativity,
- Proactive approach, and strong collaboration skills and teaming ability,
- Ability to work with team spirit in an international and multicultural environment,
- Ability to work under pressure while maintaining high qualitative standard,
- Hands-on, curious, highly-motivated and energetic, flexible, thorough and with a deep sense of client’s interest and with a clear focus on results,
- Strong sense of integrity and ethics.



  • Luxembourg Intermediate Capital Group Temps plein

    Job Title: Portfolio Management Oversight Manager Contract Type: Permanent, full-time Location: Luxembourg Work Pattern: 3 days in the office, 2 days working from home Department: TPA & Delegate Oversight What the Hiring Manager says. Embark on a journey with ICG’s management company in Luxembourg in growing its activities. As the representative of...


  • Luxembourg Kroll Temps plein

    In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate...

  • Im Emea

    il y a 3 jours


    Luxembourg The Bank of New York Mellon Corporation Temps plein

    Key Responsibilities: In collaboration with the Conducting Officer in charge of the PM function and the other Portfolio Oversight Officer, you may perform the following tasks: - Assist with the collation, generation and analysis of portfolio management data for the funds and portfolios operated and managed by MFM Luxembourg and preparing summary reports for...

  • Portfolio Manager

    il y a 6 jours


    Luxembourg Funds Talent Temps plein

    The role - Attend board and sub-investment committee meetings. - Provide portfolio summaries and updates to the credit fund General Partners. - Liaise with Investment Adviser throughout the investment decision and execution process - Assist with the management of portfolio hedging - Assist with liquidity modelling and analysis - Assist with establishing...


  • Luxembourg ING Temps plein

    Jr. Portfolio Oversight Officer (M/F) ING Solutions Investment Management (‘ISIM’) is looking for a Jr. Portfolio Oversight Officer to support the current and planned developments of its activities in Luxembourg. Your working environment ISIM is a subsidiary of ING Luxembourg. ISIM benefits from the status of a “Super ManCo” as it has the licenses...


  • Luxembourg M&G plc. Temps plein

    M&G plc. LuxembourgPosted 20 hours ago Permanent Competitive - Portfolio Management Officer - At M&G our purpose is - **to help people manage and grow their savings and investments, responsibly**. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying...


  • Luxembourg M&G plc Temps plein

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...


  • Luxembourg GAM Investments Temps plein

    AMBITIOUS? - BRIGHT? - RIGHT? - GAM is one of the world’s leading independent asset managers. We provide differentiated active investment solutions and products for institutions, financial intermediaries and private investors. - Our core investment business is complemented by fund management services, which include fund administration and other support...


  • Luxembourg M&G plc Temps plein

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...


  • Luxembourg Le Grand & Associates Temps plein

    Le Grand & Associates guarantees the protection of your personal data_ - For our client, a bank, we are looking for a Portofolio Oversight Manager. Your responsibilities: - Follow the investment strategies managed by the AIFM - Support the investment committee - Estimate exposure to illiquid assets at the time of the investment decision and periodic...

  • Aifm Oversight Officer

    il y a 6 jours


    Luxembourg BRUIN Financial Temps plein

    Permanent - luxembourg, **Ref**: 34318 Our client is a leading global player in private market investments. Due to an exciting period of change and transformation within the company, they are now seeking an AIFM Oversight Officer to join their team in Luxembourg on a permanent basis. The AIFM Oversight Officer will take responsibility for the following...

  • Aifm Oversight Officer

    il y a 6 jours


    Luxembourg Bruin Temps plein

    The** AIFM Oversight Officer **will take responsibility for the following duties: - Prepare, review, and document due diligence on delegated portfolio managers and Depositary Banks - Oversee Portfolio Managers and Depositaries by reviewing investor reports and KPIs - Implement and enhance processes with the Portfolios Managers and Depositaries - Ongoing...


  • Luxembourg JTC Group Temps plein

    **Join JTC where your contribution will be valued.**: We currently have an exciting opportunity for a Junior AIFM Portfolio Manager to join our team in Luxembourg. **Purpose of Job**: In order to reinforce our dynamic and growing team, we are currently looking for a Junior AIFM Portfolio Manager. **Main Responsibilities and Duties**: - Prepare and in the...


  • Luxembourg Eurolux Consulting Temps plein

    **Job Description**: Our client is a leading provider of fund services which has a dynamic and innovative culture, renowned for its investment in people and strong client service delivery. They are looking to hire an Outsourcing Oversight Manager to join their Team. You will have outsourcing oversight and control experience within financial services, with...


  • Luxembourg Banque Pictet & Cie (Europe) AG, succursale de Luxembourg Temps plein

    **Your team** The **Pictet Group** is one of the world's leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700...

  • Portfolio Manager

    il y a 4 jours


    Luxembourg PANDOO Temps plein

    **PANDOO Management** is an independent, Luxembourg based, privately owned AIFM which offers the opportunity to join a team of experts in the alternative investment fund business with a strong focus on Real Estate, Private Equity, Infrastructure, Debt and Fund of Funds. All team members bring along many years of experience gained from the major players in...

  • Credit Portfolio Manager

    il y a 4 jours


    Luxembourg Banque Internationale à Luxembourg (BIL) Temps plein

    Founded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is...

  • Portfolio Management Analyst

    il y a 3 semaines


    Luxembourg BTG Pactual Europe Temps plein

    Portfolio Management Analyst **Location**: Luxembourg, Luxembourg **About BTG Pactual**: **The role**: We are looking for a dynamic Portfolio Management Analyst to join an international team of professionals in our Luxembourg office on a full-time permanent basis. You will be working alongside our global offices and in frequent communication with...

  • Portfolio Manager

    il y a 2 semaines


    Luxembourg Macdonald & Company Temps plein

    **Key Responsibilities**: - Participating in all aspects of the portfolio management process - Provide oversight of the firm’s real estate investment positions and financial performance - Support the European Investment team and the portfolio and asset management teams based in the US headquarters - Responsible for recommending and implementing strategy...

  • Portfolio Manager

    il y a 2 jours


    Luxembourg Macdonald & Company Temps plein

    **Location**: **Luxembourg** **Salary**: **140000 - 160000** **Job Type**: **Permanent** **Reference**: **64963** **Job Summary**: **Key Responsibilities**: - Participating in all aspects of the portfolio management process - Provide oversight of the firm’s real estate investment positions and financial performance - Support the European Investment...