Discretionary Portfolio Management

Who we are looking for The Discretionary Portfolio Management (DPM) Oversight Specialist is responsible for overseeing the lifecycle management of institutional client relationships across segregated mandates and dedicated funds. The role serves as a central coordination point between clients and internal stakeholders, ensuring that client requirements are successfully implemented, governed, and maintained throughout the duration of the relationship. Working closely with investment teams, product specialists, legal, risk, compliance and operational functions, the role supports new business opportunities, client onboarding, ongoing servicing, reporting oversight and strategic client initiatives. The role combines strong stakeholder management with governance oversight to deliver a high-quality client experience while ensuring adherence to regulatory and contractual obligations.

About us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. What you’ll do Client Relationship Management
• Act as a key point of contact for institutional clients, consultants and other stakeholders on servicing and governance matters
• Build and maintain strong relationships with clients throughout the lifecycle of their investments
• Coordinate responses to client enquiries, due diligence requests and information requests
• Support client meetings, governance forums and periodic relationship reviews New Business and Client Onboarding
• Support the assessment and implementation of new investment mandates and fund structures
• Coordinate governance and approval activities associated with new business opportunities and client onboarding
• Monitor onboarding progress, key milestones, risks and dependencies across multiple workstreams
• Ensure that legal, regulatory and operational requirements are appropriately addressed before launch
• Coordinate stakeholders involved in the implementation of complex investment solutions, including segregated mandates and dedicated funds Governance and Lifecycle Oversight
• Maintain oversight of client-specific requirements, reporting commitments and contractual obligations
• Coordinate periodic due diligence reviews and ongoing client governance activities
• Oversee significant lifecycle events, including mandate amendments, restructurings, prospectus updates and strategic client changes
• Monitor and escalate servicing, operational and regulatory matters where appropriate
• Ensure robust record keeping and maintenance of client information throughout the relationship lifecycle Business Support and Continuous Improvement
• Support strategic and regulatory projects that contribute to business growth, operational effectiveness and client service excellence
• Develop and maintain procedures, governance documentation and operating guidelines to support a robust control environment
• Produce management information and key performance indicators to support oversight and decision-making by senior management
• Identify and implement process improvements to enhance efficiency, scalability and service quality across the client lifecycle The knowledge, experience and qualifications you need
• Strong experience servicing institutional investors, pension schemes, insurance companies or other professional clients
• Excellent stakeholder management and communication skills
• Experience coordinating complex client projects across multiple functions and jurisdictions
• Strong understanding of investment management products, institutional client requirements and regulatory considerations
• Ability to balance commercial priorities with governance and risk management requirements
• Highly organised, proactive and able to work effectively in a fast-paced environment
• Collaborative mindset, able to work independently but also as part of a team We Recognise Potential, Whoever You Are Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic. We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs. We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.