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
