Portfolio Oversight Officer

TL;DR

Portfolio Oversight Officer (Fund & Portfolio Oversight): Ensure effective oversight of delegated portfolio management activities and support enhancement of the governance framework with an accent on fund governance, regulatory oversight, and sustainable finance (ESG/SFDR). Focus on monitoring KPIs/KRIs, conducting due diligence on investment managers, and contributing to product approval and change management initiatives.

Location: Luxembourg (Siège Lux House)

Company

hirify.global (ISIM) provides a licensed super ManCo platform for investment fund oversight within ING Global Investment Center.

What you will do

• Perform ongoing oversight of delegated portfolio management in line with regulatory requirements and internal governance standards.
• Conduct due diligence reviews and periodic assessments of appointed investment managers.
• Monitor, analyze, and challenge KPIs and KRIs for portfolio management activities.
• Prepare and present management information, reports, and analysis for senior management, committees, and the board.
• Support product approval process (PAP) for new funds, investment strategies, and product changes; maintain governance documentation.
• Run ESG monitoring and reporting, including SFDR-related requirements and sustainability disclosures; support operational excellence and change initiatives.

Requirements

• Master’s degree in Finance, Economics, Business Administration, or related field.
• Relevant experience in a management company, AIFM, asset manager, or portfolio oversight function within financial services.
• Strong understanding of investment funds, multi-asset portfolio management, and delegated investment management models.
• Good knowledge of Luxembourg and European regulatory environment for UCITS and AIFs, including CSSF requirements and Circular 18/698.
• Good understanding of European Sustainable Finance framework, including SFDR and EU Taxonomy disclosure obligations.
• English: professional fluency required.

Nice to have

• Experience as a Portfolio Manager or Investment Analyst.
• Knowledge of Bloomberg and portfolio/risk management systems such as Aladdin or Temenos AAA.
• Knowledge of Dutch and/or additional European languages.

Culture & Benefits

• Work in an international, highly regulated asset management environment.
• Exposure to fund governance, portfolio oversight, ESG, and sustainable finance.
• Opportunity to contribute to strategic projects and business development initiatives.
• Collaboration with experienced professionals across multiple countries and disciplines.
• Support for operational excellence through efficiency, automation, and improved data/reporting capabilities.