Back to job search

Senior Investment Analyst

  • Location:


  • Sector:

    Accountancy & Finance

  • Job type:


  • Salary:


  • Contact:

    Vanessa Rohr

  • Contact email:

  • Job ref:


  • Published:

    5 dagen geleden

  • 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

Image 2020 11 03 T18 19 45

The latest OJ Webinar

Are you looking to relocate?