Senior Officer, Portfolio Management Oversight

il y a 1 mois


Luxembourg Columbia Threadneedle Investments Temps plein

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



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