Portfolio Management Officer

il y a 3 semaines


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 our vision we’re looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

M&G Luxembourg:
M&G has been present in Luxembourg for over 10 years. In 2016, to support our expanding international business we have established a new legal and corporate Management Committee structure in Luxembourg which is both a UCITS manager and an Alternative Investment Fund Manager (AIFM). We also have setup a firm to carry out distribution of the Management Committee’s funds and services, which is a MiFID firm with 7 branches and subsidiaries in Europe and acts as a nascent investment manager as well. With the significant growth experienced in our business, M&G is ranked top 15 amongst the Luxembourg UCITS Management Committees and top 3 amongst AIFM Management Committees with further projects underway to further strengthen and develop our European operations, making Luxembourg the central platform for our European and international development.

The Role and Key Responsibilities:

- Support the oversight of the Luxembourg portfolio management delegations in line with legal agreements, product mandates and regulatory requirements;
- Collect, centralise and analyse the indicators and reports received from the portfolio management delegates and external service providers;
- Monitor and analyse the funds’ investment performance;
- Participate in periodic and ad-hoc due diligence reviews on portfolio management activities;
- Participate in incident management and remediation oversight;
- Monitor fund liquidity in collaboration with the M&G Risk teams;
- Assist in the product development and product management process;
- Prepare periodic portfolio management reports and summaries to key governance bodies;
- Develop and maintain strong relationships with relevant investment teams within the portfolio management delegates;
- Participate in the ongoing enhancement of portfolio management oversight processes and tools; and
- Provide input and challenge on behalf of Luxembourg Portfolio Management at fund oversight meetings.

Requirements and Experience:

- Knowledge of the AIFM and UCITS Directives and experience with relevant Lux fund structures;
- Experience in working in multi-functional and cross-border teams;
- Be aware of and have a good understanding of different investment strategies and asset classes;
- 5-7 years experience in a similar position is an advantage;
- Excellent organisational and time management skills;
- Excellent attention to detail;
- Self-motivated with ability to handle change positively;
- Qualifications: University degree in mathematical, finance or economics
- Relevant professional qualification completed or in progress is an advantage; and
- Proficiency in Excel, Word and Powerpoint.

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality or disability we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.


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