Investment Management Oversight, Associate Director
Fidelity International
- Location
- Luxembourg Office, Luxembourg
- Employment
- Full Time
- Work model
- On-Site
- Level
- Senior
- H-1B history
- 694 approvals (FY2023)
About this role
About the Opportunity Job Type: Fixed Term Contractor Contract duration : 11 months. Application Deadline: 31 October 2026 Title Investment Management Oversight, Associate Director Department Investment Analytics Location Luxembourg Reports To Global Head of Investment Analytics Level Associate Director Please note that this role is offered on a fixed-term contract until December 31st 2026 to cover a period of maternity leave. We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Investment Management Oversight team and feel like you’re part of something bigger About your team : The Investment Management Oversight team is part of Fidelity global Investment Analytics function and is based in Luxembourg. It is under the supervision of the Conducting Officer responsible for investment management and plays a critical role in the monitoring of the investment management function, in accordance with the CSSF Circular 18/698. A complete range of investment strategies is covered, from traditional public investments to private market assets. About your role : The purpose of the role is to play a key part in the investment management oversight across public and private markets. The role will involve establishing a deep understanding of the investment strategies and guidelines / restrictions for the funds (and segregated mandates) managed by or delegated to other internal or external entities. It is expected that the individual will follow the evolution of regulatory requirements in relation to investment management oversight and in relation to the sustainable investment requirements and related market practice. Where required the role will actively participate in and support new fund/segregated mandate launches and any projects linked to the Luxembourg entity for which the support of the function is required. Key Responsibilities : Perform regular oversight of the investment management activities for funds and segregated mandates managed by the Luxembourg management company, working jointly with the investment teams, internal control functions and other relevant teams; Maintain a strong understanding of the management company investment management framework and organisation; Lead initial and periodic due diligence exercises on intragroup and external investment management delegates in accordance with CSSF Circular 18/698 and Fidelity internal framework; Design, implement, gather and analyse the relevant investment management related KPI / KRI’s; Participate in internal meetings to ensure that all first line information regarding the portfolios under management is received; Lead and document regular Service Review Meetings with delegated investment managers; Liaise with the investment managers to challenge, define and monitor corrective actions in case risk indicators are exceeded or KPIs are not met Ensure that the relevant contractual documentation and SLAs (Service Level Agreements) are set up and up to date; Support liaison on investment management matters with key internal stakeholders (e.g. Investment Risk, Investment Compliance, Internal Audit), external auditors and the CSSF; Ensure that the relevant policies and/or or procedures are up to date and in-line with regulatory requirements; Review and approve investments in securitisations on a deal-by-deal basis; Take an active role in the monitoring of the securities lending programme; Assist Fidelity Product team in the onboarding of new funds/segregated mandates; Create and present timely management information reporting to the management company