• Perform and document the periodic due diligence assessment on the Portfolio Managers, including the review of policies, procedures, processes and systems;
• Support in the design, implementation and maintenance of NAE Portfolio Management oversight framework for existing and new asset classes;
• Attendance to the Investment Committees of the delegate portfolio managers and performance of transaction reviews to ensure fit with the strategy and restrictions of the funds governing documents.
• Support in the production of the monthly and quarterly Portfolio Management reports to NAE Board, Executive Committee and fund Boards; detailing the activity of the PMO function during the reference period;
• Review, update and maintain NAE Portfolio Management policies and procedures;
• Maintain relationships and organise regular meetings with the investment teams and Portfolio Managers at group level and at third party level as relevant;
• Gather and analyse supporting documentation submitted to the relevant Investment committees;
• Collect, centralise and analyse the indicators and reports received from the different investment teams;
• Monitor whether funds are operating within the terms and conditions of their investment mandates, legal and regulatory requirements;
• Support in the handling of requests from service providers and internal/external auditors.

• Ideally post graduate degree in Finance, Economics or similar fields from university or business school;
• 5+ years’ experience in financial services of which majority spent in an investment related function;
• Be aware of and have a good understanding of the investment strategies and alternative asset classes;
• Knowledge of AIFMD and investment funds regulations;
• Experience with alternative investment strategies such as real estate, private equity, private credit or infrastructure;
• Strong relationship building attributes based around mutual respect and the strength of character to be able to present portfolio management issues assertively but constructively;
• Strong team player with good communication skills;
• Proven ability to work in autonomy and take initiatives;
• Analytical approach and well organized;
• Fluent in English; any other languages would be considered an asset;

Related Skills Adaptability, Business Process Improvement, Collaboration, Communication, Deals Strategy, Digital Savviness, General Risk Management, Investment Compliance, Process Management, Vendor / Partner Management