Portfolio Management Oversight Specialist F/M
Posted on: 03.07.25
Luxembourg
Permanent
Financial Services
Our recruitment firm is supporting a reputable and fast-growing management company based in Luxembourg in recruiting a Portfolio Management Oversight Specialist. This strategic role is integrated within a governance-driven environment and offers close collaboration with Conducting Officers and other control functions. The company offers a collaborative culture, a human scale, and a central location with excellent transport access.
Portfolio Management Oversight Specialist M/F – UCITS / AIF
Acting as a key control point within the portfolio management oversight function, you will be responsible for the ongoing supervision of delegated investment managers, ensuring adherence to regulatory obligations, internal policies, and portfolio management standards across a range of UCITS and AIF structures.
Key Responsibilities :
All applications will be treated with the utmost confidentiality.
Portfolio Management Oversight Specialist M/F – UCITS / AIF
Acting as a key control point within the portfolio management oversight function, you will be responsible for the ongoing supervision of delegated investment managers, ensuring adherence to regulatory obligations, internal policies, and portfolio management standards across a range of UCITS and AIF structures.
Key Responsibilities :
- Perform day-to-day monitoring of delegated portfolio managers, including qualitative and quantitative assessments
- Lead initial and ongoing due diligence reviews (DDQs, onsite/remote visits, SLA/KPI monitoring) on investment management delegates in accordance with CSSF Circulars (notably 18/698)
- Challenge investment decision-making processes and portfolio construction rationale in line with defined investment objectives and risk profiles
- Assess compliance with investment restrictions, including prospectus limits, regulatory constraints (UCITS/AIFMD), and internal risk limits
- Analyze portfolio metrics, such as performance attribution, portfolio turnover, liquidity profile, leverage, and counterparty exposures
- Produce oversight reports for internal governance bodies (Board, Risk Committee, Conducting Officer meetings) and respond to regulatory queries
- Coordinate with compliance, legal, risk management, and operations teams to ensure a robust control environment
- Contribute to the enhancement of oversight frameworks, tools, and procedures; participate in audits and regulatory inspections when required
- Stay abreast of regulatory developments impacting portfolio management, ESG integration, and cross-border distribution
- 6 years of experience in portfolio management oversight, investment compliance, or investment operations within a UCITS/AIF context
- Strong technical understanding of financial instruments (equities, fixed income, derivatives, FX) and portfolio construction principles
- Familiarity with European regulatory frameworks including UCITS IV/V, AIFMD, MiFID II, and CSSF circulars (especially 18/698)
- Knowledge of due diligence best practices, oversight methodologies, and data-driven risk indicators
- Advanced skills in Excel and exposure to portfolio management systems (e.g. Bloomberg, SimCorp, Aladdin, or similar tools)
- Excellent written and verbal communication skills in English; French or another European language is considered a strong asset
- Rigorous, analytical mindset with strong stakeholder management skills and the ability to challenge constructively
- A high-impact role with strong exposure to senior leadership and governance forums
- Opportunity to shape and enhance the portfolio oversight framework in a growing firm
- Centrally located, well-connected offices in Luxembourg
All applications will be treated with the utmost confidentiality.