AIFM Portfolio Management Oversight, Senior Officer
Core
Perform ongoing oversight of delegated Portfolio Managers and Investment Advisors, ensuring compliance with regulatory requirements, fund documentation, and investment mandates.
Role type
Senior Portfolio Management Oversight Officer
Builds
Oversight reports, due diligence assessments, and portfolio review materials for internal and client governance meetings
Domain
Luxembourg Alternative Investment Fund Management (AIFM) and regulated investment funds
Deliverable
client delivery
Required skills
Regulatory compliance (CSSF circular 18/698, AIFMD), investment due diligence, portfolio performance monitoring, risk exposure analysis, governance assessment, stakeholder management, report writing
Preferred skills
CFA, CAIA
Technologies
None stated
Responsibilities
Conduct initial and periodic due diligence reviews of investment delegates; Monitor portfolio performance, investment activity, risk exposures, and compliance with investment restrictions; Provide effective challenge to investment delegates and escalate material findings; Support regulatory inspections and internal audits; Mentor junior team members
Seniority
Senior, hands-on IC