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, 2025. 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 Conducting Officer – Portfolio Management Oversight. This role is located in Luxembourg.
In this role, you’ll make an impact in the following ways:
- Act as a Conducting Officer for the portfolio management function, as approved by the CSSF.
- Oversee and monitor the performance and compliance of delegated portfolio managers, ensuring alignment with investment objectives, risk profiles, and regulatory requirements.
- Conduct regular due diligence on portfolio managers, including onsite/remote visits and assessments of investment processes and operational capabilities.
- Ensure compliance with applicable laws, regulations, and Group guidance, especially around delegation, best execution, and conflicts of interest.
- Participate in investment committees, risk committees, and board meetings, presenting updates and recommendations related to portfolio management.
To be successful in this role, we’re seeking the following:
- University degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 8–10 years’ experience in asset management, portfolio management, or fund oversight roles, with 2-5 years’ experience as a Conducting Officer for Portfolio Management Oversight.
- Strong understanding of UCITS and AIFMD frameworks, particularly delegation rules.
- Knowledge of various asset classes (equities, fixed income, alternatives, etc.).
- Strong analytical and problem-solving skills, with excellent communication and stakeholder management abilities.
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
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
