Job Description
At Waystone, we are a leading provider of specialist services for the asset management industry.
We partner with institutional investors, investment funds, and asset managers to build, support, and protect investment structures and strategies worldwide.
With over 20 years of experience and a comprehensive range of specialist services, Waystone serves assets under management exceeding $2Tn.
We provide our clients with the guidance and tools needed to focus on managing their investment goals with confidence.
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Essential Duties and Responsibilities
* Review fund-related reports provided by Investment Managers, Administrators, and Depositaries.
* Track market developments to understand implications for Waystone UCITS and AIFMD fund ranges incorporating equity, fixed income, balanced funds, hedge fund, and private equity strategies.
* Analyze the investment performance of Waystone client portfolios for the Management Company (both UCITS and AIFMD).
* Draft documentation for monthly review by Waystone Investment Oversight Committee.
* Participate in regular calls with world-leading Investment Managers.
* Prepare investment commentary for Fund Boards.
* Monitor and manage ESG/SFDR reporting by funds.
* Evaluate new fund proposals and highlight key factors to consider when deciding whether these funds should be approved.
* Undertake research across various investment fund topics as requested by Senior Management.
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Experience
* 1+ year of experience in the fund management / ManCo / Investment / Asset management industry (or equivalent).
* Experience analyzing the investment performance of client portfolios for a Management Company (both UCITS and AIFMD) and/or experience of fund performance measurement and attribution is an advantage.
* BASIC KNOWLEDGE OF INVESTMENT ASSET CLASSES, CP86, UCITS & AIFS AND/OR EUROPEAN/CENTRAL BANK OF IRELAND FUND REGULATIONS IS DESIRABLE.
* BASIC UNDERSTANDING OF ESG IN THE CONTEXT OF INVESTMENT WILL BE FAVORABLY CONSIDERED.
* A HIGH LEVEL OF PROFICIENCY WITH MICROSOFT APPLICATIONS INCLUDING EXCEL, POWERPOINT, AND WORD IS REQUIRED.
* EXPERIENCE WITH BLOOMBERG, POWER BI, R, PYTHON OR SIMILAR WOULD BE BENEFICIAL.
* CLARITY OF ANALYSIS AND OF EXPRESSION, BOTH WRITTEN AND ORAL.
* A COMMITMENT TO ONGOING PROFESSIONAL AND PERSONAL DEVELOPMENT.
* EXCELLENT RESEARCH SKILLS AND ATTENTION TO DETAIL.
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Education
* INTERNATIONALLY RECOGNIZED PROFESSIONAL THIRD LEVEL QUALIFICATION.
* WORKING TOWARDS A PROFESSIONAL QUALIFICATION (FINANCE/ACCOUNTING /CFA CHARTER HOLDER OR CANDIDATE/CAIA).
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