11 дней назад
Assistant Vice President, Portfolio Management Oversight
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Assistant Vice President, Portfolio Management Oversight (UCITS/AIFM): Overseeing portfolio management delegates and developing risk-based monitoring, due diligence, reporting, and regulatory compliance processes with an accent on EU fund-management requirements and stakeholder coordination. Focus on presenting oversight results to committees and boards, improving lean processes, supporting audits, and applying AI and automation to analysis and documentation.
Location: Luxembourg
Company
Alternative asset management firm managing UCITS, alternative investment funds, and separately managed accounts across private equity, real estate, credit, and hedge fund strategies.
What you will do
- Conduct initial and periodic risk-based due diligence reviews of portfolio management delegates.
- Monitor delegates against applicable regulations, internal KPIs, and oversight procedures, escalating findings to senior management.
- Prepare reports and present portfolio management oversight results to committees and boards.
- Act as a point of contact for US and EMEA stakeholders, business units, delegates, and external counsel.
- Develop lean, efficient, and compliant oversight processes and ensure procedures reflect current regulatory requirements.
- Support audits and projects, including technology initiatives, while coaching and supervising junior team members.
Requirements
- Master’s degree in Finance, Economics, Accounting, Business Administration, or a related discipline.
- At least 6 years of relevant financial services experience, such as within a UCITS management company, AIFM, or advisory firm.
- Fluent English, written and spoken, is required.
- Good knowledge of local and EU regulatory requirements for UCITS and AIFs domiciled in Luxembourg and/or Ireland.
- Strong organization, attention to detail, time management, judgment, ownership, and communication skills.
- Proficiency in Microsoft Excel, Word, and PowerPoint.
Nice to have
- Knowledge of VBA and SQL.
- Working knowledge of AI and automation tools, including large language models, workflow automation, and data analysis platforms.
Culture & Benefits
- Collaboration with international teams and stakeholders across the US and EMEA.
- Dynamic and entrepreneurial working environment.
- Opportunities to improve processes and drive innovation.
- Equal employment opportunity and reasonable accommodation support are provided.
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