Fund Analyst - Multi Analyst
Support Portfolio Managers in designing and implementing client investment solutions combining active & passive strategies across multiple asset classes to meet both return-seeking, liability matching and risk management requirements.
Support the Portfolio Managers in managing the client solutions including manager selection and portfolio construction.
Help oversee transitions to both fund new client solutions and implement portfolio changes.
Carry out performance measurement and risk management for client portfolios and underlying sub-investment managers utilised.
Interact with Client Relationship teams to coordinate client reporting including the accurate and timely provision of investment and portfolio data as well as strategy and performance commentary for factsheets and client reports.
Liaise closely with all members of the Investment team
REQUIREMENTS AND EXPERIENCE:
Experience & Skills:
Preferred 5+ years' experience within an investment environment (e.g. investment consulting or asset/investment management)
An understanding of institutional investors' strategies
Exposure to manager research process desirable
Exposure to transitions desirable
Some experience and understanding of investment guidelines and associated legal documentation
Good at building and sustaining internal and external relationships
Strong numerical, analytical and spreadsheet skills
Strong communication skills both written and oral, preferably with some experience of investment writing such as market commentaries or company or manager investment reports
Solid understanding of investments and related issues
Ability to work effectively within in a small, dynamic team
Solid understanding of current investment environment and related issues
High-level attention to detail and an understanding of its application to the bigger picture
Degree qualified - a strong undergraduate degree majoring in Accounting, Actuarial Studies, Business, Economics, Engineering, Mathematics, Science or similar discipline is essential
Progress towards or completion of further qualifications such as Actuarial qualifications, CAIA, CFA or a relevant Masters degree is highly desirable.
What We'd Like
An unrelenting work ethic, a track record of success, stellar communication abilities, and a drive to succeed. In addition, if you are a high-achiever with a background in something other than finance, don't worry-- you won't be alone , where some of their employees studied subjects that span the humanities and the sciences.
The Bottom Line
If this job posting seems different from those of our competitors, it's because our client really are different: it's not just a slogan or a mantra. We are out to change an industry by building a better mousetrap. No tricks, no games, just top-tier Investment Manager and excellent service to our clients. To do that, we need to hire the best of the best. So, what are you waiting for? Apply now!
For a confidential discussion about this role, or to discuss similar opportunities in the investment management sector, please call Sean Sweeney at Paragon Executive Intelligence on +353 (0)1 8746770.