AIFM Head of Portfolio Management, Conducting Officer at IQ-EQ

Luxembourg, Luxembourg, Luxembourg -

Full Time

Start Date

Immediate

Expiry Date

14 Apr, 26

Salary

0.0

Posted On

14 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Management, Asset Management, Private Equity, Real Estate, Delegate Oversight, Fund Governance, Regulatory Compliance, Analytical Skills, AIFMD, CSSF Regulations, ESMA Guidelines, Investment Strategies, Risk Reporting, KPI Tracking, Due Diligence, Client Relationship Management

Industry

Financial Services

Description

Company Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description As a CSSF-approved Conducting Officer in charge of Portfolio Management, you will ensure that investment strategies and delegated functions 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 You'll oversee portfolio management by ensuring fund investments align with strategy, risk appetite, and performance targets, while managing asset allocation and portfolio construction. You'll monitor delegated portfolio managers through due diligence, KPI/SLA tracking, escalation of issues, and comprehensive reporting on portfolio activity. You'll lead regulatory and compliance governance by implementing oversight procedures under CSSF Circular 18/698 and AIFMD, maintaining documentation, notifying regulators of delegation changes, and serving as the primary contact for audits, inspections, and filings. You'll contribute to investment committees and reporting by shaping investment processes, supporting pipeline development and deal approvals, and producing clear, actionable reports for the Board and Executive Committee. You'll manage delegates and service providers by overseeing portfolio managers, advisors, and service partners, conducting ongoing DDQs, onsite reviews, and fulfilling governance duties including committee participation, 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. Qualifications You bring 10+ years of expertise in portfolio management, asset management, and private equity/real estate, ideally within an AIFM or ManCo in Luxembourg. You have proven experience in delegate oversight, fund governance, and direct interaction with regulatory authorities. You hold a Master’s degree or equivalent in Finance, Economics, Business Administration, or a closely related field. You demonstrate strong technical knowledge of AIFMD, CSSF regulations (especially Circular 18/698), and ESMA guidelines, combined with advanced analytical skills in portfolio analysis, performance, and risk reporting. You are fluent in English and bring added value with proficiency in French or another EU language. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to oury people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, acrosfyts 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. Department: Client Services Type of Hire: Permanent

Responsibilities

You will oversee portfolio management to ensure fund investments align with strategy and performance targets. Additionally, you will lead regulatory governance and manage delegates and service providers.