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Vacancy Name
Employment Type
Full-Time
Location
Role Profile
We currently have an opening for a Senior Investment Analyst within the Manager Research team at Mediolanum. We are looking for someone with up to 10 years of industry experience.
As a Senior Investment Analyst, the successful candidate will assist the team in developing and maintaining a buy list of funds used to support the creation of a broad range of fund of fund portfolios. You will be working closely with the fund selection team and portfolio managers to identify the best fund ideas according to our Fund Selection process. The objective being to deliver strong performance for clients and help enable products to rank well within their peer groups.
The Investment Team is growing and its scope is expanding thereby providing a thriving environment for career progression.
Duties
* Responsible for the identification and selection of equity managers for addition to the buy list.
* Responsible for supervising selected equity strategies on the buy list and recommending removal according to our monitoring process.
* Engage and work alongside portfolio managers in the ongoing monitoring of existing and prospective fund investments.
* Contribute to the ongoing improvement of the fund selection and monitoring process, particularly with a view to adding sound quantitative techniques which can build good efficiencies and deliver a more focused approach.
* Maintain and develop our manager research database and records.
* Work collegiately with the team across other asset classes as required.
* Support compliance, regulatory, product specialist and legal functions as the need arises.
* Ad hoc projects as required.
Skills & Competencies
* Numeracy and accuracy as a pre-requisite as is the ability to work to deadlines in a team based environment.
* Strong attention to detail.
* Strong analytical and communication skills (both oral and written).
Qualifications & Experience
* At least 7 years relevant work experience within fund manager research or direct equity investing.
* Relevant 3rd level qualification.
* Candidate should have obtained or be in the process of obtaining the CFA qualification.
* A strong interest in investment markets and a high degree of proactivity.
* Familiarity of the main asset classes with a strong knowledge of Equities including associated styles / approaches.
* Ability to understand and communicate the key risks stemming from investment strategies.
* Sophisticated knowledge of Microsoft Word, Excel, and PowerPoint required.
* Knowledge of Bloomberg, Morningstar Direct and Style Analytics is an advantage.
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