Senior Associate, Portfolio Management Oversight
Core
Support the Conducting Officer in ongoing oversight of portfolio managers for funds under management, monitoring the investment process, tracking deals, and ensuring regulatory compliance.
Role type
Senior Associate, Portfolio Management Oversight
Builds
Regulatory compliance and oversight for alternative investment funds
Domain
Alternative Investments (Leveraged Loans, High Yield, Private Debt, Private Equity)
Deliverable
Dashboards & analysis
Required skills
Portfolio oversight, regulatory compliance analysis, due diligence, investment strategy adherence, reporting generation, document management
Preferred skills
Advanced degree in finance/business/economics, professional qualifications (CFA/CFP), experience with credit/fund of funds/private debt/infrastructure/real estate
Technologies
Excel, Word, Adobe, PowerPoint, document management systems
Responsibilities
Monitor delegated portfolio managers, analyze reporting to track performance and highlight issues, conduct due diligence exercises, produce reports for committees/boards/CSSF, review fund documentation for regulatory adherence, maintain internal policies and records
Seniority
Mid-level IC (2-5 years experience)