at Schroders
Asset ManagementPosted 7 days ago
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**Discretionary Portfolio Management (DPM) Oversight Specialist** in Luxembourg. Orchestrate institutional client relationships across segregated mandates and dedicated funds, ensuring successful implementation, governance, and maintenance of client requirements. Liaise with investment teams, product specialists, and legal, risk, and operational functions. Support new business opportunities, client onboarding, ongoing servicing, and strategic client initiatives. Key responsibilities include client relationship management, new business and client onboarding, governance and lifecycle oversight, and business support and continuous improvement. Seek strong experience serving institutional investors, excellent stakeholder management, and an understanding of investment management products. Collaborate effectively in a fast-paced environment. Embrace diverse perspectives, fostering an inclusive culture.
- Compensation
- Not specified
- City
- Luxembourg
- Country
- Luxembourg
Currency: Not specified
Full Job Description
Location: Luxembourg
About usSchroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.What youll doClient Relationship Management
Act as a key point of contact for institutional clients, consultants and other stakeholders on servicing and governance matters
Build and maintain strong relationships with clients throughout the lifecycle of their investments
Coordinate responses to client enquiries, due diligence requests and information requests
Support client meetings, governance forums and periodic relationship reviews
New Business and Client Onboarding
Support the assessment and implementation of new investment mandates and fund structures
Coordinate governance and approval activities associated with new business opportunities and client onboarding
Monitor onboarding progress, key milestones, risks and dependencies across multiple workstreams
Ensure that legal, regulatory and operational requirements are appropriately addressed before launch
Coordinate stakeholders involved in the implementation of complex investment solutions, including segregated mandates and dedicated funds
Governance and Lifecycle Oversight
Maintain oversight of client-specific requirements, reporting commitments and contractual obligations
Coordinate periodic due diligence reviews and ongoing client governance activities
Oversee significant lifecycle events, including mandate amendments, restructurings, prospectus updates and strategic client changes
Monitor and escalate servicing, operational and regulatory matters where appropriate
Ensure robust record keeping and maintenance of client information throughout the relationship lifecycle
Business Support and Continuous Improvement
Support strategic and regulatory projects that contribute to business growth, operational effectiveness and client service excellence
Develop and maintain procedures, governance documentation and operating guidelines to support a robust control environment
Produce management information and key performance indicators to support oversight and decision-making by senior management
Identify and implement process improvements to enhance efficiency, scalability and service quality across the client lifecycle
The knowledge, experience and qualifications you need- Strong experience servicing institutional investors, pension schemes, insurance companies or other professional clients
- Excellent stakeholder management and communication skills
- Experience coordinating complex client projects across multiple functions and jurisdictions
- Strong understanding of investment management products, institutional client requirements and regulatory considerations
- Ability to balance commercial priorities with governance and risk management requirements
- Highly organised, proactive and able to work effectively in a fast-paced environment
- Collaborative mindset, able to work independently but also as part of a team
We Recognise Potential, Whoever You AreOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
Apply nowSIMILAR OPPORTUNITIES
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ExperiencedNo visa sponsorship**Discretionary Portfolio Management (DPM) Oversight Specialist** in Luxembourg. Orchestrate institutional client relationships across segregated mandates and dedicated funds, ensuring successful implementation, governance, and maintenance of client requirements. Liaise with investment teams, product specialists, and legal, risk, and operational functions. Support new business opportunities, client onboarding, ongoing servicing, and strategic client initiatives. Key responsibilities include client relationship management, new business and client onboarding, governance and lifecycle oversight, and business support and continuous improvement. Seek strong experience serving institutional investors, excellent stakeholder management, and an understanding of investment management products. Collaborate effectively in a fast-paced environment. Embrace diverse perspectives, fostering an inclusive culture.
Full Job Description
Location: Luxembourg
Who we are looking for The Discretionary Portfolio Management (DPM) Oversight Specialist is responsible for overseeing the lifecycle management of institutional client relationships across segregated mandates and dedicated funds. The role serves as a central coordination point between clients and internal stakeholders, ensuring that client requirements are successfully implemented, governed, and maintained throughout the duration of the relationship. Working closely with investment teams, product specialists, legal, risk, compliance and operational functions, the role supports new business opportunities, client onboarding, ongoing servicing, reporting oversight and strategic client initiatives. The role combines strong stakeholder management with governance oversight to deliver a high-quality client experience while ensuring adherence to regulatory and contractual obligations.About usSchroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.What youll doClient Relationship Management
Act as a key point of contact for institutional clients, consultants and other stakeholders on servicing and governance matters
Build and maintain strong relationships with clients throughout the lifecycle of their investments
Coordinate responses to client enquiries, due diligence requests and information requests
Support client meetings, governance forums and periodic relationship reviews
New Business and Client Onboarding
Support the assessment and implementation of new investment mandates and fund structures
Coordinate governance and approval activities associated with new business opportunities and client onboarding
Monitor onboarding progress, key milestones, risks and dependencies across multiple workstreams
Ensure that legal, regulatory and operational requirements are appropriately addressed before launch
Coordinate stakeholders involved in the implementation of complex investment solutions, including segregated mandates and dedicated funds
Governance and Lifecycle Oversight
Maintain oversight of client-specific requirements, reporting commitments and contractual obligations
Coordinate periodic due diligence reviews and ongoing client governance activities
Oversee significant lifecycle events, including mandate amendments, restructurings, prospectus updates and strategic client changes
Monitor and escalate servicing, operational and regulatory matters where appropriate
Ensure robust record keeping and maintenance of client information throughout the relationship lifecycle
Business Support and Continuous Improvement
Support strategic and regulatory projects that contribute to business growth, operational effectiveness and client service excellence
Develop and maintain procedures, governance documentation and operating guidelines to support a robust control environment
Produce management information and key performance indicators to support oversight and decision-making by senior management
Identify and implement process improvements to enhance efficiency, scalability and service quality across the client lifecycle
The knowledge, experience and qualifications you need- Strong experience servicing institutional investors, pension schemes, insurance companies or other professional clients
- Excellent stakeholder management and communication skills
- Experience coordinating complex client projects across multiple functions and jurisdictions
- Strong understanding of investment management products, institutional client requirements and regulatory considerations
- Ability to balance commercial priorities with governance and risk management requirements
- Highly organised, proactive and able to work effectively in a fast-paced environment
- Collaborative mindset, able to work independently but also as part of a team
We Recognise Potential, Whoever You AreOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.SIMILAR OPPORTUNITIES
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What youll doClient Relationship Management
Act as a key point of contact for institutional clients, consultants and other stakeholders on servicing and governance matters
Build and maintain strong relationships with clients throughout the lifecycle of their investments
Coordinate responses to client enquiries, due diligence requests and information requests
Support client meetings, governance forums and periodic relationship reviews
New Business and Client Onboarding
Support the assessment and implementation of new investment mandates and fund structures
Coordinate governance and approval activities associated with new business opportunities and client onboarding
Monitor onboarding progress, key milestones, risks and dependencies across multiple workstreams
Ensure that legal, regulatory and operational requirements are appropriately addressed before launch
Coordinate stakeholders involved in the implementation of complex investment solutions, including segregated mandates and dedicated funds
Governance and Lifecycle Oversight
Maintain oversight of client-specific requirements, reporting commitments and contractual obligations
Coordinate periodic due diligence reviews and ongoing client governance activities
Oversee significant lifecycle events, including mandate amendments, restructurings, prospectus updates and strategic client changes
Monitor and escalate servicing, operational and regulatory matters where appropriate
Ensure robust record keeping and maintenance of client information throughout the relationship lifecycle
Business Support and Continuous Improvement
Support strategic and regulatory projects that contribute to business growth, operational effectiveness and client service excellence
Develop and maintain procedures, governance documentation and operating guidelines to support a robust control environment
Produce management information and key performance indicators to support oversight and decision-making by senior management
Identify and implement process improvements to enhance efficiency, scalability and service quality across the client lifecycle
The knowledge, experience and qualifications you need- Strong experience servicing institutional investors, pension schemes, insurance companies or other professional clients
- Excellent stakeholder management and communication skills
- Experience coordinating complex client projects across multiple functions and jurisdictions
- Strong understanding of investment management products, institutional client requirements and regulatory considerations
- Ability to balance commercial priorities with governance and risk management requirements
- Highly organised, proactive and able to work effectively in a fast-paced environment
- Collaborative mindset, able to work independently but also as part of a team
We Recognise Potential, Whoever You AreOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
Apply nowSIMILAR OPPORTUNITIES
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Discretionary Portfolio Management (DPM) Oversight Specialist
Compensation
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City: Luxembourg
Country: Luxembourg
ExperiencedNo visa sponsorship**Discretionary Portfolio Management (DPM) Oversight Specialist** in Luxembourg. Orchestrate institutional client relationships across segregated mandates and dedicated funds, ensuring successful implementation, governance, and maintenance of client requirements. Liaise with investment teams, product specialists, and legal, risk, and operational functions. Support new business opportunities, client onboarding, ongoing servicing, and strategic client initiatives. Key responsibilities include client relationship management, new business and client onboarding, governance and lifecycle oversight, and business support and continuous improvement. Seek strong experience serving institutional investors, excellent stakeholder management, and an understanding of investment management products. Collaborate effectively in a fast-paced environment. Embrace diverse perspectives, fostering an inclusive culture.
Full Job Description
Location: Luxembourg
Who we are looking for The Discretionary Portfolio Management (DPM) Oversight Specialist is responsible for overseeing the lifecycle management of institutional client relationships across segregated mandates and dedicated funds. The role serves as a central coordination point between clients and internal stakeholders, ensuring that client requirements are successfully implemented, governed, and maintained throughout the duration of the relationship. Working closely with investment teams, product specialists, legal, risk, compliance and operational functions, the role supports new business opportunities, client onboarding, ongoing servicing, reporting oversight and strategic client initiatives. The role combines strong stakeholder management with governance oversight to deliver a high-quality client experience while ensuring adherence to regulatory and contractual obligations.About usSchroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.What youll doClient Relationship Management
Act as a key point of contact for institutional clients, consultants and other stakeholders on servicing and governance matters
Build and maintain strong relationships with clients throughout the lifecycle of their investments
Coordinate responses to client enquiries, due diligence requests and information requests
Support client meetings, governance forums and periodic relationship reviews
New Business and Client Onboarding
Support the assessment and implementation of new investment mandates and fund structures
Coordinate governance and approval activities associated with new business opportunities and client onboarding
Monitor onboarding progress, key milestones, risks and dependencies across multiple workstreams
Ensure that legal, regulatory and operational requirements are appropriately addressed before launch
Coordinate stakeholders involved in the implementation of complex investment solutions, including segregated mandates and dedicated funds
Governance and Lifecycle Oversight
Maintain oversight of client-specific requirements, reporting commitments and contractual obligations
Coordinate periodic due diligence reviews and ongoing client governance activities
Oversee significant lifecycle events, including mandate amendments, restructurings, prospectus updates and strategic client changes
Monitor and escalate servicing, operational and regulatory matters where appropriate
Ensure robust record keeping and maintenance of client information throughout the relationship lifecycle
Business Support and Continuous Improvement
Support strategic and regulatory projects that contribute to business growth, operational effectiveness and client service excellence
Develop and maintain procedures, governance documentation and operating guidelines to support a robust control environment
Produce management information and key performance indicators to support oversight and decision-making by senior management
Identify and implement process improvements to enhance efficiency, scalability and service quality across the client lifecycle
The knowledge, experience and qualifications you need- Strong experience servicing institutional investors, pension schemes, insurance companies or other professional clients
- Excellent stakeholder management and communication skills
- Experience coordinating complex client projects across multiple functions and jurisdictions
- Strong understanding of investment management products, institutional client requirements and regulatory considerations
- Ability to balance commercial priorities with governance and risk management requirements
- Highly organised, proactive and able to work effectively in a fast-paced environment
- Collaborative mindset, able to work independently but also as part of a team
We Recognise Potential, Whoever You AreOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.SIMILAR OPPORTUNITIES
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CareersResourcesJobsInterview PrepHireVue/Pymetrics GamesPsychometric TestsGenerate ApplicationApplication TrackerCompany DirectoryInterview ReviewsSalariesPodcastGlossaryMarkets TrackerNetworking AgentExcel Financial ModelingConsulting Case PrepCFA Exam PrepMBA Interview PrepGMAT Exam PrepTechnical QuizzesAboutBecome a Brand AmbassadorContact UsPrivacy PolicyTerms & Conditions© 2026 Canary Wharfian. All Rights Reserved.
Client Relationship Management
Act as a key point of contact for institutional clients, consultants and other stakeholders on servicing and governance matters
Build and maintain strong relationships with clients throughout the lifecycle of their investments
Coordinate responses to client enquiries, due diligence requests and information requests
Support client meetings, governance forums and periodic relationship reviews
New Business and Client Onboarding
Support the assessment and implementation of new investment mandates and fund structures
Coordinate governance and approval activities associated with new business opportunities and client onboarding
Monitor onboarding progress, key milestones, risks and dependencies across multiple workstreams
Ensure that legal, regulatory and operational requirements are appropriately addressed before launch
Coordinate stakeholders involved in the implementation of complex investment solutions, including segregated mandates and dedicated funds
Governance and Lifecycle Oversight
Maintain oversight of client-specific requirements, reporting commitments and contractual obligations
Coordinate periodic due diligence reviews and ongoing client governance activities
Oversee significant lifecycle events, including mandate amendments, restructurings, prospectus updates and strategic client changes
Monitor and escalate servicing, operational and regulatory matters where appropriate
Ensure robust record keeping and maintenance of client information throughout the relationship lifecycle
Business Support and Continuous Improvement
Support strategic and regulatory projects that contribute to business growth, operational effectiveness and client service excellence
Develop and maintain procedures, governance documentation and operating guidelines to support a robust control environment
Produce management information and key performance indicators to support oversight and decision-making by senior management
Identify and implement process improvements to enhance efficiency, scalability and service quality across the client lifecycle
The knowledge, experience and qualifications you need- Strong experience servicing institutional investors, pension schemes, insurance companies or other professional clients
- Excellent stakeholder management and communication skills
- Experience coordinating complex client projects across multiple functions and jurisdictions
- Strong understanding of investment management products, institutional client requirements and regulatory considerations
- Ability to balance commercial priorities with governance and risk management requirements
- Highly organised, proactive and able to work effectively in a fast-paced environment
- Collaborative mindset, able to work independently but also as part of a team
We Recognise Potential, Whoever You AreOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
Apply nowSIMILAR OPPORTUNITIES
Discretionary Portfolio Manager
Barclays
Added 14 days ago
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Discretionary Portfolio Management (DPM) Oversight Specialist
Compensation
Not specified
City: Luxembourg
Country: Luxembourg
ExperiencedNo visa sponsorship**Discretionary Portfolio Management (DPM) Oversight Specialist** in Luxembourg. Orchestrate institutional client relationships across segregated mandates and dedicated funds, ensuring successful implementation, governance, and maintenance of client requirements. Liaise with investment teams, product specialists, and legal, risk, and operational functions. Support new business opportunities, client onboarding, ongoing servicing, and strategic client initiatives. Key responsibilities include client relationship management, new business and client onboarding, governance and lifecycle oversight, and business support and continuous improvement. Seek strong experience serving institutional investors, excellent stakeholder management, and an understanding of investment management products. Collaborate effectively in a fast-paced environment. Embrace diverse perspectives, fostering an inclusive culture.
Full Job Description
Location: Luxembourg
Who we are looking for The Discretionary Portfolio Management (DPM) Oversight Specialist is responsible for overseeing the lifecycle management of institutional client relationships across segregated mandates and dedicated funds. The role serves as a central coordination point between clients and internal stakeholders, ensuring that client requirements are successfully implemented, governed, and maintained throughout the duration of the relationship. Working closely with investment teams, product specialists, legal, risk, compliance and operational functions, the role supports new business opportunities, client onboarding, ongoing servicing, reporting oversight and strategic client initiatives. The role combines strong stakeholder management with governance oversight to deliver a high-quality client experience while ensuring adherence to regulatory and contractual obligations.About usSchroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.What youll doClient Relationship Management
Act as a key point of contact for institutional clients, consultants and other stakeholders on servicing and governance matters
Build and maintain strong relationships with clients throughout the lifecycle of their investments
Coordinate responses to client enquiries, due diligence requests and information requests
Support client meetings, governance forums and periodic relationship reviews
New Business and Client Onboarding
Support the assessment and implementation of new investment mandates and fund structures
Coordinate governance and approval activities associated with new business opportunities and client onboarding
Monitor onboarding progress, key milestones, risks and dependencies across multiple workstreams
Ensure that legal, regulatory and operational requirements are appropriately addressed before launch
Coordinate stakeholders involved in the implementation of complex investment solutions, including segregated mandates and dedicated funds
Governance and Lifecycle Oversight
Maintain oversight of client-specific requirements, reporting commitments and contractual obligations
Coordinate periodic due diligence reviews and ongoing client governance activities
Oversee significant lifecycle events, including mandate amendments, restructurings, prospectus updates and strategic client changes
Monitor and escalate servicing, operational and regulatory matters where appropriate
Ensure robust record keeping and maintenance of client information throughout the relationship lifecycle
Business Support and Continuous Improvement
Support strategic and regulatory projects that contribute to business growth, operational effectiveness and client service excellence
Develop and maintain procedures, governance documentation and operating guidelines to support a robust control environment
Produce management information and key performance indicators to support oversight and decision-making by senior management
Identify and implement process improvements to enhance efficiency, scalability and service quality across the client lifecycle
The knowledge, experience and qualifications you need- Strong experience servicing institutional investors, pension schemes, insurance companies or other professional clients
- Excellent stakeholder management and communication skills
- Experience coordinating complex client projects across multiple functions and jurisdictions
- Strong understanding of investment management products, institutional client requirements and regulatory considerations
- Ability to balance commercial priorities with governance and risk management requirements
- Highly organised, proactive and able to work effectively in a fast-paced environment
- Collaborative mindset, able to work independently but also as part of a team
We Recognise Potential, Whoever You AreOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.SIMILAR OPPORTUNITIES
Discretionary Portfolio Manager
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CareersResourcesJobsInterview PrepHireVue/Pymetrics GamesPsychometric TestsGenerate ApplicationApplication TrackerCompany DirectoryInterview ReviewsSalariesPodcastGlossaryMarkets TrackerNetworking AgentExcel Financial ModelingConsulting Case PrepCFA Exam PrepMBA Interview PrepGMAT Exam PrepTechnical QuizzesAboutBecome a Brand AmbassadorContact UsPrivacy PolicyTerms & Conditions© 2026 Canary Wharfian. All Rights Reserved.
- Strong experience servicing institutional investors, pension schemes, insurance companies or other professional clientsExcellent stakeholder management and communication skillsExperience coordinating complex client projects across multiple functions and jurisdictionsStrong understanding of investment management products, institutional client requirements and regulatory considerationsAbility to balance commercial priorities with governance and risk management requirementsHighly organised, proactive and able to work effectively in a fast-paced environmentCollaborative mindset, able to work independently but also as part of a teamWe Recognise Potential, Whoever You AreOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.Apply now
SIMILAR OPPORTUNITIES
Discretionary Portfolio Manager
Barclays
Added 14 days ago
Portfolio Operations Specialist
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Added 11 days ago
Investment Management Oversight, Associate Director
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Discretionary Portfolio Management (DPM) Oversight Specialist
Compensation
Not specified
City: Luxembourg
Country: Luxembourg
ExperiencedNo visa sponsorship**Discretionary Portfolio Management (DPM) Oversight Specialist** in Luxembourg. Orchestrate institutional client relationships across segregated mandates and dedicated funds, ensuring successful implementation, governance, and maintenance of client requirements. Liaise with investment teams, product specialists, and legal, risk, and operational functions. Support new business opportunities, client onboarding, ongoing servicing, and strategic client initiatives. Key responsibilities include client relationship management, new business and client onboarding, governance and lifecycle oversight, and business support and continuous improvement. Seek strong experience serving institutional investors, excellent stakeholder management, and an understanding of investment management products. Collaborate effectively in a fast-paced environment. Embrace diverse perspectives, fostering an inclusive culture.
Full Job Description
Location: Luxembourg
Who we are looking forThe Discretionary Portfolio Management (DPM) Oversight Specialist is responsible for overseeing the lifecycle management of institutional client relationships across segregated mandates and dedicated funds. The role serves as a central coordination point between clients and internal stakeholders, ensuring that client requirements are successfully implemented, governed, and maintained throughout the duration of the relationship.Working closely with investment teams, product specialists, legal, risk, compliance and operational functions, the role supports new business opportunities, client onboarding, ongoing servicing, reporting oversight and strategic client initiatives. The role combines strong stakeholder management with governance oversight to deliver a high-quality client experience while ensuring adherence to regulatory and contractual obligations.About usSchroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.What youll doClient Relationship Management
Act as a key point of contact for institutional clients, consultants and other stakeholders on servicing and governance matters
Build and maintain strong relationships with clients throughout the lifecycle of their investments
Coordinate responses to client enquiries, due diligence requests and information requests
Support client meetings, governance forums and periodic relationship reviews
New Business and Client Onboarding
Support the assessment and implementation of new investment mandates and fund structures
Coordinate governance and approval activities associated with new business opportunities and client onboarding
Monitor onboarding progress, key milestones, risks and dependencies across multiple workstreams
Ensure that legal, regulatory and operational requirements are appropriately addressed before launch
Coordinate stakeholders involved in the implementation of complex investment solutions, including segregated mandates and dedicated funds
Governance and Lifecycle Oversight
Maintain oversight of client-specific requirements, reporting commitments and contractual obligations
Coordinate periodic due diligence reviews and ongoing client governance activities
Oversee significant lifecycle events, including mandate amendments, restructurings, prospectus updates and strategic client changes
Monitor and escalate servicing, operational and regulatory matters where appropriate
Ensure robust record keeping and maintenance of client information throughout the relationship lifecycle
Business Support and Continuous Improvement
Support strategic and regulatory projects that contribute to business growth, operational effectiveness and client service excellence
Develop and maintain procedures, governance documentation and operating guidelines to support a robust control environment
Produce management information and key performance indicators to support oversight and decision-making by senior management
Identify and implement process improvements to enhance efficiency, scalability and service quality across the client lifecycle
The knowledge, experience and qualifications you need- Strong experience servicing institutional investors, pension schemes, insurance companies or other professional clientsExcellent stakeholder management and communication skillsExperience coordinating complex client projects across multiple functions and jurisdictionsStrong understanding of investment management products, institutional client requirements and regulatory considerationsAbility to balance commercial priorities with governance and risk management requirementsHighly organised, proactive and able to work effectively in a fast-paced environmentCollaborative mindset, able to work independently but also as part of a teamWe Recognise Potential, Whoever You AreOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
SIMILAR OPPORTUNITIES
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CareersResourcesJobsInterview PrepHireVue/Pymetrics GamesPsychometric TestsGenerate ApplicationApplication TrackerCompany DirectoryInterview ReviewsSalariesPodcastGlossaryMarkets TrackerNetworking AgentExcel Financial ModelingConsulting Case PrepCFA Exam PrepMBA Interview PrepGMAT Exam PrepTechnical QuizzesAboutBecome a Brand AmbassadorContact UsPrivacy PolicyTerms & Conditions© 2026 Canary Wharfian. All Rights Reserved.
