Senior Portfolio Manager (m/f/d)
Munich Private Equity AG
- Luxembourg
- CDI
- Temps-plein
- Support development of yearly investment and monitoring plans for our PE Fund-of-Funds (“FoFs”) as the basis for collaboration with the investment advisor
- Review and evaluation of initial investment proposals provided by the investment advisor
- Independent supervision of investment processes including close collaboration with investment advisor on investment memoranda, incl. own contribution of content
- Responsibility for initiating and managing the ESG, legal and tax due diligence streams in investment processes
- Preparing and presenting final investment decision memoranda and leading the investment subscription process until completion
- Performing select monitoring of PE funds and presenting regular MPEP portfolio reviews
- Support preparation of MPEP FoF reportings and handling portfolio-related investor requests
- Support in managing our Evergreen FoF which contains ETFs and MPEP FoF holdings
- Review and approval of target fund related cashflows
- Completed business studies with a focus on finance or comparable qualification
- Several years of Portfolio Management experience, working with an alternative investment manager, ideally a PE FoF; alternatively, experience in auditing alternative investment funds
- Self-starter able to work independently in a structured and detail-oriented way applying high standards
- Excellent communication and collaboration skills
- In this role, a strong PE FoF experience would lead to stronger involvement in the investment due diligence with the advisor
- Willing and able to develop junior staff
- Fluent English (written and spoken) required; Fluent German would be advantageous
- Home office possible
- Flexible working hours possible
- 31 vacation days
- Opportunity to invest in MPEP products
- Octoberfest & Christmas party