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Portfolio Management Oversight Manager

il y a 4 semaines


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.