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Senior Officer Portfolio Management (Ref.AFL501) – OPEN

Falkerin™ Recruitment specializes in Legal & Compliance, Accountancy & Finance as well as Banking and Operational Services recruitment. We are also often mandated to assist in recruiting for Business Support roles such as HR, Personal Assistant, Receptionist or Administrative Officer positions. We work with leading financial institutions in Luxembourg. Our clients’ portfolio include major Service Providers, leading Fiduciaries, Management Companies, Real Estate Investments and global Private Equity Houses.

Please see below job description and if you believe you have relevant experience and would like to be considered for the post please send us your CV in English by clicking on the below APPLY button.

Alternatively you can send us your profile to financejobs@falkerin.lu. Please make sure to include job Reference#.

Work place: Luxembourg
Ref.AFL501

Responsibilities:

  • Supervision and monitoring of investment strategies and portfolio performance in compliance with fiduciary, statutory and regulatory requirements
  • Support the evaluation of investment and divestment opportunities proposed to the Investment Committee (IC)
  • Implement improvements to Portfolio Management (PM) processes, and to identify and implement adhoc Portfolio Management projects.
  • Identify and document client investment strategies and key performance indicators (KPIs)
  • Ensure the identification and monitoring of KPIs/ benchmarks at asset and portfolio level
  • Liaise with internal and external clients
  • Prepare/monitor performance reports
  • Present performance reports at Client IC / Internal Conducting officer meetings
  • Supervise the organization of IC meetings
  • Review IC agendas and recommend discussion points
  • Periodically review effectiveness of IC meeting documentation
  • Design and manage IC meeting trackers and logs
  • Design and manage information systems and flows
  • Participation as member of IC meetings
  • Review of Investment Approval forms following IC meetings
  • Design and review templates of minutes of the IC meeting
  • Follow up of action points from IC meetings
  • Monitor and document the relevant regulations and legislation applicable from time to time
  • Review PM processes and make recommendations to maintain compliance with relevant regulations and legislation applicable
  • Ongoing review and improvements to PM processes
  • Research investment strategies and best practice
  • Review external market information
  • Maintain networks with PM professionals

Requirements:

  • University degree in Finance, Business Administration, Economics or similar professional qualification
  • Experience of developing and coaching others
  • Adequate professional experience in a similar role
  • Comprehensive knowledge and understanding of the Fund Industry and regulatory requirements with focus on asset or Portfolio Management
  • Experience in portfolio analysis, asset or Portfolio Management with focus on debt and credit asset classes
  • Good knowledge and understanding of AML and KYC requirements
  • Ability to review and/or prepare comprehensive reports including board minutes
  • Good knowledge of Microsoft Office
  • Proficiency in English language, both written and spoken
  • Good working knowledge of French language. Other language skills an advantage
  • Persuading and influencing
  • Decision making with conflicting and demanding deadlines
  • Ability to communicate effectively on matters at Board level
  • Ability to oversee internal projects
  • Adaptable and versatile
  • Discrete and tactful
  • Emotional resilience
  • ‘Can do’ and hands on attitude combined with the ability to work independently
  • Role model demonstrating appropriate office conduct and attitude to work
  • Strong commitment to client service excellence
  • Proactive and disciplined approach to work
  • Progressive and takes responsibility for self-development and that of others
  • Results driven

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