Senior Officer, Portfolio Management Oversight
il y a 1 mois
As a member of the Luxembourg based portfolio management oversight team, your role is to maintain an effective portfolio management oversight framework and processes for UCITS, AIFs and segregated mandates managed by Threadneedle Management Luxembourg. This involves monitoring of performance of the different strategies as well as analyzing operational risk aspects of the fund management business.
**Role Responsibilities**:
- Along with the Conducting Officer - Portfolio Management, oversee various strategies / products - UCITS and AIF (including Liability Driven Investments, Money Market Funds, illiquid real assets) and segregated mandates
- Conduct initial and on-going due diligence exercises on investment managers (including when required on-site visits)
- Conduct on-going monitoring by analyzing reports, including risk/return analysis, attribution reports; operational issues, risk events, EMIR, best execution
- Maintain and develop dashboards (quantitative and qualitative) for on-going monitoring of investment managers
- Prepare, participate and review reports for the Investment Oversight Working Group, the Executive Committee, the Board of Directors both on a regular and on an ad hoc basis
- Work closely with Investment and Operational Risk colleagues in Luxembourg and London
- Regular review of policies, procedures and processes and ensure that the documentations comply with regulatory requirements for UCITS and AIFMD, together with any new applicable regulations
- Review of investment policy / strategy and guidelines for segregated mandates
- Assist with departmental and other projects as required
**Key Capabilities**:
- University degree in finance or economics with prior relevant experience
- CFA / CAIA / FRM qualification is an advantage
- Good understanding of portfolio management activity and experience dealing with a range of different investment strategies (including alternative strategies)
- Previous experience within Luxembourg Management Company
- Broad knowledge of asset classes and markets, experience with LDI and MMF strategies considered as a strong advantage
- Pro-active, self-starter with a solution-oriented mindset
- Strong written, verbal and interpersonal communication skills
- Excellent numerical / analytical skills
- Fluent in English
- Good self-organizational and time management skills; ability to work under pressure to short deadlines
- Strong ability to use and/or learn IT tools, knowledge of Bloomberg system
- Ability to demonstrate strong interest in industry and understanding of market environment
**About Columbia Threadneedle Investments**
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.
Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
**Full-Time/Part-Time**
Full time
**Worker Sub Type**
Permanent
**Job Family Group**
Legal Affairs
-
Senior Portfolio Management Officer
il y a 1 mois
Luxembourg M&G plc. Temps pleinSenior Portfolio Management Officer At M&G our purpose is **to give everyone real confidence to put their money to work. **As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work...
-
Senior Portfolio Management Officer
il y a 1 mois
Luxembourg M&G plc Temps pleinAt M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial...
-
Portfolio Management Oversight Manager
Il y a 5 mois
Luxembourg Intermediate Capital Group Temps pleinJob 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...
-
Senior Manager Portfolio Oversight
Il y a 4 mois
Luxembourg BNY Mellon Temps pleinOverview The purpose of this role is to provide ongoing oversight of portfolio management activities undertaken by the delegated portfolio managers in line with Lux circular 18-698 and local market practices. BNYMFM oversees Investment Funds (mainly UCITS) managed by internal portfolio management companies. Key Responsibilities In collaboration with the...
-
Senior Portfolio Management Officer
Il y a 4 mois
Luxembourg M&G plc. Temps pleinSenior 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 new opportunities to make a positive impact for our...
-
Senior Manager Portfolio Oversight
Il y a 4 mois
Luxembourg The Bank of New York Mellon Corporation Temps pleinThe purpose of this role is to provide ongoing oversight of portfolio management activities undertaken by the delegated portfolio managers in line with Lux circular 18-698 and local market practices. BNYMFM oversees Investment Funds (mainly UCITS) managed by internal portfolio management companies. - Key ResponsibilitiesIn collaboration with the Conducting...
-
Portfolio Management Oversight Manager
Il y a 4 mois
Luxembourg Select Luxembourg Temps plein**Organisation and department description** Our prestigious client, a dynamic private equity firm with expertise in fund investments, private debt, and equity investments, is seeking a talented Portfolio Management Oversight Manager to join their team! **Job description** **Responsibilities Include**: - Developing portfolio management oversight framework &...
-
Portfolio Management Oversight Manager
Il y a 4 mois
Luxembourg Select Temps plein**Responsibilities Include**: Developing portfolio management oversight framework & best practices Participate in initial delegate selection and ongoing monitoring Coordinate oversight activities via trackers, questionnaires, onsite visits Maintain SLAs with delegates and ensure agreements align with delegations Analyze and challenge investment proposals...
-
Senior Associate, Marketing
Il y a 4 mois
Luxembourg Ares Management Temps pleinOver the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...
-
Senior Portfolio Management Officer
Il y a 4 mois
Luxembourg M&G plc Temps pleinAt 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...
-
Senior Associate, Portfolio Management Oversight
il y a 1 mois
Luxembourg BNY Mellon Temps pleinOverview At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that...
-
Portfolio Management Oversight Specialist
il y a 2 semaines
Luxembourg City Eurolux Consulting Ltd Temps pleinPortfolio Management Oversight AssociateOur esteemed client, a leading player in the Luxembourg funds market, is seeking an experienced professional to join their Portfolio Management Oversight team. This dynamic team is known for its collaborative spirit, and individuals who thrive in a fast-paced environment with diverse responsibilities.The successful...
-
Senior Associate, Portfolio Management Oversight
il y a 1 mois
Luxembourg The Bank of New York Mellon Corporation Temps pleinAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...
-
Portfolio Management Oversight Associate
il y a 2 semaines
Luxembourg City Eurolux Consulting Ltd Temps pleinPortfolio Management Oversight AssociateOur client, a leading player in the Luxembourg market, is seeking an experienced professional to join their Portfolio Management Oversight team. This dynamic team is known for its collaborative and inclusive environment, where individuals can grow and develop their skills in a broad and diverse role.The successful...
-
Portfolio Analyst
Il y a 5 mois
Luxembourg Waystone Governance Ltd. Temps pleinWaystone is looking for a **Portfolio Analyst** to join the Investment Oversight team **ESSENTIAL DUTIES AND RESPONSIBILITIES** Primary focus: - Oversight of the delegate investment managers, for all types of funds: - Identifies and monitors the funds' investment strategies; - Develops a clear understanding of the portfolios composition and evolution; -...
-
Aifm Oversight Officer
Il y a 5 mois
Luxembourg Bruin Temps pleinBruin LuxembourgPosted 1 day ago Permanent €90k - €115k - R- Posted by - Rachael Brooks- RecruiterFollow - Our client is a leading global player in private market investments. Due to an exciting period of growth within the company, they are now seeking an AIFM Oversight Officer to join their team in Luxembourg on a permanent basis. The **AIFM Oversight...
-
Aifm Oversight Officer
Il y a 7 mois
Luxembourg Bruin Temps pleinThe **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 - Implement and enhance processes with the Portfolios Managers and Depositaries - Ongoing portfolio...
-
Portfolio Management Officer
Il y a 5 mois
Luxembourg M&G plc. Temps pleinM&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...
-
Portfolio Oversight Specialist
il y a 1 jour
Luxembourg City Eurolux Consulting Ltd Temps pleinJoin our expert team as a Portfolio Oversight Specialist in the heart of Luxembourg. Our client is seeking a seasoned professional to lead the oversight of funds across various strategies and sectors.Key Responsibilities• Manage and further develop the oversight model for a range of investment strategies and sectors.• Collaborate with product managers,...
-
Oversight Senior Officer
Il y a 5 mois
Luxembourg Alter Domus Temps plein**Oversight Officer** For our office in Luxembourg, we are currently looking for a Senior Oversight Officer to join our Oversight team. We offer a dynamic and international corporate atmosphere as well as the benefit of customized training adapted to your needs throughout your career. **JOB DESCRIPTION**: - Complete the department’s processes to ensure...