Team Leader

**This role is a fixed term contract for 12 months**

Waystone leads the way in specialist services for the asset management industry.

Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide.

With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn.
Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.

**Summary**:Reporting to the Head of Business Operations - Continental Europe, the Team Leader - Portfolio Management will be an integral part of the team’s success.

**ESSENTIAL DUTIES AND RESPONSIBILITIES**
- Provide oversight of delegated investment managers across all types of funds under the management of

Waystone Management Company (Lux) S.A. (“**the Company**”), ensuring effective management of strategies and compliance.
- Ongoingly monitor the delegated investment managers and appointed investment advisors.
- Manage and oversee client investment portfolios to ensure alignment with investment strategies and

objectives.
- Monitor regulatory changes, assess impact on the Portfolio Management (“**PM**”) function and implement changes accordingly.
- Participate in implementing lean and efficient processes for the PM function while ensuring regulatory compliance.
- Ensure that Investment Committees are organized, including the preparation of agendas, the taking minutes as needed, and the follow-up on action points.
- Supervise the execution of approved investment/divestment decisions when trade execution is delegated.
- Assess compliance of proposed investments with the Fund's strategic fit, risk profile, and financial criteria.
- Perform regulatory reporting for e.g. major holdings, ensuring adherence to Best Execution requirements and other regulatory standards.
- Participate and report to the ExCo and to the Board of Directors of the Company, as well as to the board of

directors of the funds, and provide presentations as required.
- Conduct reviews of investment advisors, identifying and monitoring investment strategies and performance.
- Maintain a clear understanding of portfolio composition, asset allocation, and any subsequent changes.
- Monitor the list of approved instruments, identifying any new instrument types.
- Schedule, conduct and document regular calls with delegated investment managers and follow up on

operational incidents identified at the level of delegated portfolio managers and investment advisors appointed by the Company.
- Manage the PM team and oversee related outsourced functions (e.g. EMIR), ensuring appropriate KPIs.
- Liaise with regulatory bodies and manage audits and inspections.
- Assist in coordinating the onboarding of new funds liaising with internal and external stakeholders.
- Provide comments related to PM sections and investment strategy sections in fund documentation, and, where required, act as one of the voting members in the new business approval process and main committees in the Company.

**REQUIREMENTS**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

**Experience**:

- Around 10 years’ experience in the financial sector (preferably ManCo/AIFM), with a strong focus on

portfolio management and oversight.
- Strong knowledge of Luxembourg regulatory frameworks applicable to ManCos/AIFMs.
- Strong understanding of multiple asset classes and investment strategies.
- Highly organized, great attention to detail and strong time management skills.
- Strong sense of ownership, agency and accountability, managing work independently, while escalating

issues appropriately.
- Excellent quantitative and qualitative analytical skills.
- Ability to explain complex financial concepts in a clear and concise manner to clients and stakeholders.
- Strong analytical and problem-solving abilities, with a keen attention to detail.
- Excellent communication and presentation skills, proficient in delivering compelling presentations to diverse

audiences.
- Ability to work collaboratively across departments and with external partners, incl. building and maintaining

strong relationships with the clients, investment managers and other external stakeholders.
- Team-oriented with a proactive problem-solving approach, demonstrating initiative and creativity in

addressing challenges.
- Ability to handle complex matters in a dynamic environment.
- Strong desire to drive positive change, incl. a strong vision to drive digital transformation for the function.

**Education**:

- Preferably Master Degree in Finance, Economics, or a rel