Portfolio Management Specialist

3 weeks ago

London, Greater London, United Kingdom Threadneedle group Full time

Job Summary

We are seeking a highly skilled Portfolio Management Specialist to join our Luxembourg-based team. As a key member of our portfolio management oversight team, you will be responsible for maintaining an effective portfolio management oversight framework and processes for UCITS, AIFs, and segregated mandates managed by Threadneedle Management Luxembourg.

Key Responsibilities

  • Monitor the performance of various strategies and analyze operational risk aspects of the fund management business.
  • Oversee various strategies/products, including UCITS and AIF (including Liability Driven Investments, Money Market Funds, illiquid real assets) and segregated mandates.
  • Conduct ongoing monitoring by analyzing reports, including risk/return analysis, attribution reports; operational issues, risk events, EMIR, best execution.
  • Maintain and develop dashboards (quantitative and qualitative) for ongoing monitoring of investment managers.
  • Prepare, participate, and review reports for the Investment Oversight Working Group, the Executive Committee, the Board of Directors both on a regular and on an ad hoc basis.
  • Work closely with Investment and Operational Risk colleagues in Luxembourg and London.
  • Regular review of policies, procedures, and processes and ensure that the documentation complies with regulatory requirements for UCITS and AIFMD, together with any new applicable regulations.
  • Review of investment policy/strategy and guidelines for segregated mandates.
  • Assist with departmental and other projects as required.

About Columbia Threadneedle Investments

Columbia Threadneedle Investments is a global asset manager with a diverse range of investment products and services. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move, so please discuss any flexible working requirements directly with your recruiter.

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