As a CSSF-approved Conducting Officer in charge of Portfolio Management, in a third party AIFM servicing funds with the following investment strategies: Private Equity, Real Estate, Infrastructure, Debt, Fund of funds, etc. you will ensure that investment strategies and delegated functions - when applicable - are effectively managed, aligning with regulatory requirements, investor expectations, and the AIFM’s objectives. You will act as a key leader within the governance and senior management framework.
You will
- Portfolio management performance and oversight of PM delegates
- Collaborate with clients’ investment teams to ensure fund investments align with strategy, risk appetite, and performance targets; oversee asset allocation and portfolio construction.
- Monitor delegated portfolio managers: conduct due diligence, set and track KPIs/SLAs, escalate issues, and report on portfolio activity.
- Investment committee & reporting
- Chair investment committees for funds for which the AIFM acts as portfolio manager
- Participate in defining investment processes and framework; support pipeline development and deal approvals
- Produce and present periodic reports to the Board and Executive Committee; ensure data is clear and actionable.
- Regulatory & Compliance governance
- Implement oversight procedures per CSSF Circular 18/698 and AIFMD; notify regulators of delegation changes and maintain documentation.
- Serve as primary contact with CSSF and other regulatory bodies; manage audits, inspections, and regulatory filings.
- Delegate & service provider management
- Ensure oversight on delegated portfolio managers, investment advisors, and service providers; perform ongoing DDQ’s and onsite reviews.
- Governance & board Interaction
- Participate in investment committees and CO-level committees; fulfill governance duties for including minutes, filings, and decisions.
What we offer
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing: additional social benefits
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.