Portfolio Management Oversight Manager
il y a 3 jours
**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 across all strategies
Reporting on portfolio management oversight activities
Report to Executive Committee, Board of Managers, and Boards of GPs
Maintain documentation to demonstrate compliance with regulatory requirements
**Requirements**:
Master’s Degree in Finance, Economics, Accounting, or similar
7+ years in financial services
Familiarity with local regulatory requirements for AIFM and Luxembourg Funds
Proficient in MS Excel and MS PowerPoint
Fluent in written and spoken English
-
Portfolio Management Oversight Manager
il y a 3 jours
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 &...
-
Analyst - Portfolio Management Oversight
il y a 1 jour
Luxembourg JCW Resourcing Temps pleinLuxembourg, Luxembourg - Posted - 16 hours ago- Duration - Permanent/Fixed Term- Salary - 50,000€- Sector - Compliance & Financial CrimeMy client, a third party Manco providing end-to-end governance, advisory and oversight solutions to investment and asset management firms, is currently looking for a compliance analyst to work in close collaboration with...
-
Analyst, Portfolio Management Oversight
il y a 3 semaines
Luxembourg Kroll Temps pleinIn 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...
-
Senior Manager Portfolio Oversight
il y a 1 jour
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 Manager Portfolio Oversight
il y a 1 jour
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...
-
Im Emea
il y a 3 semaines
Luxembourg The Bank of New York Mellon Corporation Temps pleinKey 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 Management Oversight Manager
il y a 3 semaines
Luxembourg Generali Italia Temps pleinGenerali 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...
-
Portfolio Manager
il y a 3 semaines
Luxembourg Funds Talent Temps pleinThe 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...
-
Portfolio Analyst
il y a 2 semaines
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; -...
-
Jr. Portfolio Oversight Officer
il y a 4 semaines
Luxembourg ING Temps pleinJr. 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...
-
Portfolio Management Officer
il y a 3 semaines
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 Management Officer
il y a 3 semaines
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...
-
Investment Management Oversight Manager
il y a 3 semaines
Luxembourg GAM Investments Temps pleinAMBITIOUS? - 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...
-
Delegate Oversight Manager
il y a 3 jours
Luxembourg Eurolux Consulting Temps plein**Job Description**: Our client, a leading AIFM with a diverse portfolio, seeks a Delegate Oversight Manager. The team is relatively new, enabling you to use your knowledge and experience to add value to the business. The team encourages collaboration and provides opportunities to take on additional challenges. They seek people who wish to develop...
-
Senior Associate, Portfolio Management Oversight
il y a 2 semaines
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...
-
Senior Associate, Portfolio Management Oversight
il y a 2 semaines
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...
-
Senior Portfolio Management Officer
il y a 2 semaines
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...
-
Senior Portfolio Management Officer
il y a 3 jours
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 Portfolio Management Officer
il y a 2 semaines
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 8 heures
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...