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 you’ll 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
Our 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.
About UsSkills Required
- 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 organized, proactive, and able to work effectively in a fast-paced environment
- Collaborative mindset with the ability to work independently and as part of a team
Schroders Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.
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Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
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Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
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Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.
Schroders Insights
What We Do
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932
