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Senior Investment Analyst

  • Location:


  • Sector:

    Accountancy & Finance

  • Job type:


  • Salary:


  • Contact:

    Vanessa Rohr

  • Contact email:

  • Job ref:


  • Published:

    11 giorni fa

  • Expiry date:


Senior Investment Analyst required for the Management Company

Key responsibilities:

  • Analysing the investment performance of client portfolios for the Management Company (both UCITS and AIFMD)
  • Tracking developments in markets to understand the implications for UCITS and AIFMD fund ranges incorporating equity, fixed income, balanced funds, hedge fund and private equity strategies
  • Reviewing fund-related reports provided by Investment Managers, Administrators and Depositaries
  • Drafting documentation for monthly review by Investment Committee
  • Acting as a member of the Investment Committee
  • Preparing/reviewing investment commentary for Fund Boards
  • Participating in regular calls with world-leading Investment Managers
  • Evaluating new fund proposals and highlighting the key factors to be considered when deciding whether these funds should be approved
  • Undertaking research across a variety of investment fund topics as requested by senior management

Knowledge & Experience Required:

  • A minimum of eight years' relevant experience in the funds / management company / investment management industry;
  • A degree plus a professional qualification (finance / accounting / CFA charterholder or candidate); · An understanding of fund operations and accuracy in examining data;
  • A high level of proficiency with Microsoft applications including Excel, Powerpoint and Word is required while experience with Bloomberg, MSCI BarraOne, RiskMetrics, R, Python or similar would be beneficial;
  • Clarity of analysis and of expression, both written and oral;
  • A commitment to on-going professional and personal development.

On offer:

The opportunity to be part of a growing team as well as an organisation that has extensive growth plans whilst being well rewarded

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