Senior Associate, Portfolio Management Oversight - Luxembourg

at  BNY Mellon

Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
BNY Investments is a leading investment manager, with $2.0 Trillion* in assets under management as of March 31, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.
We’re seeking a future team member for the role of Senior Associate, Portfolio Management Oversight to join our Fund Management team. This role is located in Luxembourg and is HYBRID.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

In this role you’ll provide Investment Oversight of delegated Investment Management services and provide assurance to regulatory responsible individuals of the ongoing performance of those delegations in line with CSSF Circular 18/698, and the framework in place at the group. We oversee the implementation of policy, strategy and performance, of the investment platform on which products are managed and report to the Boards and internal committees on an ongoing basis.
Use Investment Management industry, regulatory and organisational knowledge to support ongoing review and assessment of the performance of delegated Investment Management activities across the managers used by the group for UCITS, MMF’s and AIFS
Collaborate with Investment Oversight/Performance/Risk colleagues and key partners to improve and develop, formalise Investment Oversight activities
Present to internal governance committees, boards, auditors
Stay up to date with standard methodologies, industry changes and trends that may impact the team activities

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

Excellent understanding of Investment Management across UCITS
Knowledge of Management Company regulations, such as CSSF circular 18/698,
Excellent attention to detail
knowledge of Luxembourg and European regulatory frameworks,
Excellent analytical, administrative and organisational skills
Highly developed interpersonal skills and the ability to work optimally as part of a cross functional team
Team orientated personality
Self-motivated with an ability to learn new skills and work on own initiative
Strong skills in MS Office 2010: Word/EXCEL/PowerPoint
Proficient in English,
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023