Please carefully read our GDPR Privacy Notice by clicking HERE if you are a direct applicant or HERE if you are an agency submitting an application on behalf of an applicant. As part of submitting your application, you will be asked to provide your acknowledgement to our Privacy Notice. Selecting 'No' will remove all your personal data from our system and we will be unable to proceed any further with your application. Vacancy Name Employment Type Full-Time Location Role Profile The Mediolanum Finance team is a small dynamic team aiming to improve financial decision making across the organisation and help the business meet its strategic financial goals. We have an excellent opportunity available for a commercially minded FP&A analyst to join our Finance team. We are looking for a commercially minded Financial Planning Analyst to support the Insurance company (Mediolanum International Life dac) and develop into an expert in the financial performance of the business. Acting as the primary finance business partner, the successful candidate will gain excellent exposure to senior decision makers across the organisation. Duties Own the performance reporting for Mediolanum International Life dac (MIL). Play a key role in forecasting, budgeting and long-range planning for the business, partnering with key stakeholders to ensure clear ownership and accountability for the business plan. Product profitability analysis supporting decision making with the Investment, Product & Risk teams. Support a culture of cost accountability across the business through planning, reporting and active business partnering. Play a key role in the transformation of the finance function helping shape the future FP&A function, developing new tools to maximise the benefits of the business’s investment in leading edge analytical tools. Partner with senior leaders including CFO (Mediolanum International Funds), General Manager (MIL) & CFO (MIL). Grow their skills supporting Finance and cross functional projects. Skills & Competencies Numerically and commercially savvy, with strong financial modelling capabilities. Proactive individual who can research issues independently and bring insights to senior managers on their own initiative. Excellent communicator with the ability to explain complex financial concepts to a non-financial audience. An organised individual who can prioritise multiple tasks, work efficiently under pressure and to tight timelines. Ability to quickly establish oneself as a subject matter expert and display knowledge & authority in all dealings with parties both internal and external. Adept at developing and building relationships both internally and externally. Proficiency in Italian a plus but not essential. Qualifications & Experience Relevant 3rd Level Degree (actuarial, finance, economics, and mathematics). 2+ years’ experience in a commercial environment and a professional accountancy qualification (CIMA / ACCA / ACA). Experience in financial services with Insurance and/or Funds background a distinct advantage. Proficient in utilising technology including MS office (Excel, PowerPoint, Power BI). Working knowledge of SAP S/4HANA & Analytics Cloud financial systems highly desirable. #J-18808-Ljbffr
Please carefully read our GDPR Privacy Notice by clicking HERE if you are a direct applicant or HERE if you are an agency submitting an application on behalf of an applicant. As part of submitting your application, you will be asked to provide your acknowledgement to our Privacy Notice. Selecting 'No' will remove all your personal data from our system and we will be unable to proceed any further with your application. Vacancy Name: Middle Office Product Support Manager Employment Type: Full-Time Location: [Location not specified] Role Profile: We have an excellent opportunity available at Mediolanum to join our Middle Office team as a Product Support Manager. Product Support acts as a key Middle Office Team in the control of Mediolanum internal and delegated Investment Portfolios (IBOR) on the Mediolanum Investment Management Platform (Fusion). The team is responsible for IBOR validation, controlling the integration of external transaction data, and instrument static data maintenance. The Team works closely with Mediolanum’s Service Providers as well as multiple Teams within Mediolanum, with a particular focus on supporting our Investment Department. The primary purpose is to control static & historic data, new security setup across all asset classes, handling and processing of various corporate actions, and resolving various reconciliation breaks that impact the management of the portfolios. The work is varied, and no two days are the same as it consists of different BAU tasks as well as project work and various testing functions. Extended knowledge and experience of the markets and different securities, including OTCs, ETDs, and Complex Bonds will provide an opportunity to become an SME for this role. The role requires a strong understanding of derivatives, from security setup and trade booking to reconciliation. The candidate must be flexible and able to work to tight deadlines while maintaining the very highest standards of the organisation. Duties: The successful candidate will be responsible for managing a team of three analysts and will be expected to lead from the front, assist in the BAU process, and integrate team members into the wider remit of Operations. They will be responsible for the ongoing assessment and development of the team members, including the monthly 30/30 process and end-of-year performance reviews. The successful candidate will have responsibility for a wide range of product setup that will aid with trade support and straight-through processing as well as play a role in the project delivery team that will drive change through the department and the company. Responsible for all BAU Product Support functions for portfolios investing in a wide range of exchange-traded and OTC assets as well as direct liaison with 3rd parties like Custodians and Administrators in the resolution of BAU issues. Responsible for completing all break adjustments that impact the portfolios and providing detailed feedback on their resolution. Responsible for the upkeep and maintenance of the securities database in Fusion and the process of defining instruments, markets, currencies, tax tables, and other associated functions that have a direct impact on the Investment team and the Fusion platform. Responsible for OTC event monitoring, processing, and verification including booking of swap resets and close-outs. Responsible for the setting up of new funds, portfolios, delegates, and the maintenance and addition of the portfolio structure. Ongoing review of procedures and processes– identifying areas for improvements and implementing changes where necessary in relation to industry standards, commercial viability, and ensuring they are fit for purpose. Skills & Competencies: Ability to effectively and extensively interact with all levels within the company (from entry-level trainees through to senior managers). Ability to work in a deadline-driven environment. Quick Learner and Assertive individual who can follow instructions and act independently when appropriate. Organised individual who can self-manage multiple priorities, routine work, and urgent issues as they arise. Strong communication, presentation, and relationship management skills. Extreme attention to detail and organisational skills. Risk and control awareness and experience of taking responsibility both locally and regionally. Self-starter (i.e. after initial managerial direction, candidate is able to develop their own workflow and manage resources accordingly). Proven process re-engineering skills. Be highly collaborative and team-oriented. Effective analytical ability. Excellent verbal, written, and numeric skills. Qualifications & Experience: The candidate will have at least 6 years of relevant experience as well as experience in leading and managing a team. Extensive front-to-back understanding of Fund / Asset Management processes. Strong knowledge of and experience dealing with the following asset types: Funds (ETFs, External and FoF), Equities, Deposits, Bonds, FX, Credit, Swaps, Exchange Traded Derivatives & OTCs. Good understanding of Fund Accounting principles and practices. Knowledge of all relevant industry regulations. Awareness of industry standards, initiatives, and core IT systems. Some experience of defining IT business requirements, reviewing solution proposals, and User Acceptance Testing test plans. Experience of fund launch, closure, and merger processes. Experience in reporting and presenting to management. Working knowledge of the following systems would be a distinct advantage: Bloomberg, SWIFT, MarkIt MTM & DS Match, OMGEO, FusionInvest, and Intellimatch. Appropriate 3rd Level Qualification. #J-18808-Ljbffr
Please carefully read our GDPR Privacy Notice by clicking HERE if you are a direct applicant or HERE if you are an agency submitting an application on behalf of an applicant. As part of submitting your application, you will be asked to provide your acknowledgement to our Privacy Notice. Selecting 'No' will remove all your personal data from our system and we will be unable to proceed any further with your application. Vacancy Name: Portfolio Manager Employment Type: Full-Time Location: [Insert Location] Role Profile: We have an opening for Portfolio Manager to join our Multi-Manager Team at Mediolanum. While the successful candidate will be part of a team covering Fixed Income, Equity and Multi Asset, a deep knowledge of Fixed Income will be required due to the focus of the role. This opportunity involves managing fund of funds and you will be expected to manage portfolios to generate extra return in line with our client objectives. Our investment process relies heavily on risk management and portfolio construction; therefore, a background in both areas is highly appreciated. The Investment Team is expanding at Mediolanum, resulting in a thriving environment for career progression. We are looking for an enthusiastic candidate with the right growing mindset of investing in each other and ourselves to be able to compete in a dynamic and changing environment. Duties: Portfolio Construction: Construct and manage a portfolio of investments that aligns with the client’s strategy. Market Analysis: Analyze market trends and economic conditions to identify investment opportunities and risks. Client Communication: Effectively communicate investment strategies and portfolio performance to clients. Compliance: Maintain compliance with industry rules and regulations. Support the fund research team to identify opportunities across asset classes. Develop quantitative techniques that support investment decisions. Performance Review: Regularly review the portfolio’s performance and constantly research for improvements. Develop models to identify the factors that drive performance and enhance it, seek new ways of constructing portfolios and challenging investment ideas. Ad hoc projects as required. Skills & Competencies: Excellent analytical skills, knowledge of numerical & quantitative research techniques. Strong organisational skills. Team player, we succeed together or we fail as one team. Programming skills desirable. Numeracy, accuracy and attention to detail is a prerequisite and the ability to work to deadlines in a team-based environment. Strong analytical and communication skills (both oral & written). Advanced knowledge of Microsoft Word, Excel, and PowerPoint required. Knowledge of Bloomberg PORT, Morningstar, Style Analytics, Python, Factset is an advantage. Qualifications & Experience: Minimum of 5 years’ experience in asset management (Fixed Income and/or FoF preferred). Experience in fund of funds portfolio management. Economics or Quantitative related University Degree. CFA qualification is advantageous. #J-18808-Ljbffr
Please carefully read our GDPR Privacy Notice by clicking HERE if you are a direct applicant or HERE if you are an agency submitting an application on behalf of an applicant. As part of submitting your application, you will be asked to provide your acknowledgement to our Privacy Notice. Selecting 'No' will remove all your personal data from our system and we will be unable to proceed any further with your application. Vacancy Name Solution Architect Employment Type Full-Time Location Dublin Role Profile We are seeking a Solution Architect for a permanent role based in Dublin. You will work in the IT Architecture and Analysis team defining and documenting solution architectures for a range of data warehouse, business applications and analytics projects to support and contribute to the company’s growth. This is a terrific opportunity for applicants to gain exposure working in an agile data team using the latest data and cloud technologies as part of an innovative asset management and investments organization. Duties Work pro-actively with senior management, IT colleagues, technology partners and Mediolanum business subject matter experts to: Develop a deep understanding of Mediolanum technical strategy and assist the IT leadership and project stakeholders in the prioritization and phasing of delivery of solutions. Document high-quality project solution architecture including the specification of functional & non-functional scope, technology components, information flows, conceptual data models, integration patterns and non-functional requirements. Work alongside Head of Architecture and Business Analyst colleagues to design solutions that are aligned to business requirements. Understand, document, and agree with stakeholders the technical and business objectives that are to be met by the solution architecture. Perform technology research and conduct effective workshops to gather information on potential technical solutions from stakeholders, Mediolanum IT team and technology vendors. Collaborate with engineering and data analytics teams as they develop, test, and deploy solutions. Review delivery team output to ensure solution architectures are accurately implemented. Create and maintain architecture guidelines and documentation templates including solution architecture templates, interface specifications, data modelling tools and metadata tools. Skills & Competencies Knowledge of solution architecture and technical design methodologies and good practices. Analytical mindset, capable of critical thinking and problem-solving skills. Excellent communication skills and interpersonal skills, with an emphasis on high quality technical design documentation. Ability to understand functional and non-functional requirements and deliver solutions that meet set standards of quality in a regulated environment. Ability to work autonomously, take initiative, and be highly motivated. Qualifications & Experience Educated to degree level in Computer Science or relevant technical discipline with adequate technical experience. Certification in solution architecture or data architecture processes and methodologies an advantage. Certification in Snowflake, Microsoft Azure data services an advantage. 5-10 years’ experience in software engineering, design or system integration roles that ideally includes the delivery across business application, analytics, and data integration components. Minimum of 2+ years’ experience in Senior Designer, Architect or a similar role where you have been the technical leader of a team responsible for the design of software or system components. Experience in Financial Services, but not necessarily in Funds, Asset Management and/or Life Insurance. Experience with data warehouse architectures, designing structured and unstructured data stores, logical data modelling, physical data modelling. Experience of designing solutions that use cloud-based technologies such as AWS (Amazon Web Services), Microsoft Azure, GCP (Google Cloud Platform) and Snowflake. #J-18808-Ljbffr
Please carefully read our GDPR Privacy Notice by clicking HERE if you are a direct applicant or HERE if you are an agency submitting an application on behalf of an applicant. As part of submitting your application, you will be asked to provide your acknowledgement to our Privacy Notice. Selecting 'No' will remove all your personal data from our system and we will be unable to proceed any further with your application. Vacancy Name: Associate Trader Employment Type: Full-Time Location: [Insert location] Role Profile We have an exciting opportunity for an Associate Trader to join our Trading team at Mediolanum International Funds. The desk is a multi-asset trading desk executing across a range of asset classes for UCITs funds. The successful candidate will be part of a dynamic team, working in a fast-paced environment, gaining exposure right across the asset management business. They will create strong relationships with the wider Investment team and contribute to the overall success of the firm. Duties Multi Asset Trade Execution across fixed income, credit, cash equities, ETFs, FX and derivatives. Executing regular fund of fund rebalancing trades designed to remedy market drift and migrate portfolios back to target. Develop complex trading plans to facilitate portfolio implementation and manage the execution of the same. Maintaining relationships and open communication with brokers to obtain trade flow information to assist with best execution for trades executed for relevant sub-funds. Communicating market information with the Portfolio Managers and the wider Investment team across asset classes. Manage Transitions using an appointed Transition Manager. Monitoring actual asset allocation of existing products to ensure compliance with UCITS notices, prospectus limits, internal investment guidelines and model portfolios advised by Investment Management department. Review the daily funds cash-flow process taking appropriate actions as required (e.g., advising flows to segregated managers, subscribing/redeeming units from fund of funds’ portfolios, adjusting cash management balances, etc.). Day to day cash management for funds and Dublin operating companies, investing in line with the company’s Credit Risk Policy. Preparation of monthly and ad hoc reports. Involved in projects as required. Assist in the enhancement of processes where there is scope. Skills & Competencies Ability to perform under pressure and within tight deadlines. Numeracy, accuracy and attention to detail essential. Ability to communicate information precisely (both orally & written). Be highly motivated with a desire for success. Ability to work on own initiative whilst also being a strong team player within the Trading Team and wider business. Aptitude to identify issues and develop solutions as part of your day-to-day role. Competent in Excel, with programming skills an advantage. Qualifications & Experience An honours’ graduate (Finance, Maths, Economics or other numerate disciplines). 1+ years trade execution preferable. Experience working in an Asset Management company preferable but not a pre-requisite. Detailed knowledge of financial markets, ideally including Fixed Income, Equities, FX and ETF/Mutual Funds. #J-18808-Ljbffr
Please carefully read our GDPR Privacy Notice by clicking HERE if you are a direct applicant or HERE if you are an agency submitting an application on behalf of an applicant. As part of submitting your application, you will be asked to provide your acknowledgement to our Privacy Notice. Selecting 'No' will remove all your personal data from our system and we will be unable to proceed any further with your application. Vacancy Name: Quantitative Portfolio Manager Employment Type: Full-Time Location: [Location] Role Profile: We are seeking a Quantitative Portfolio Manager to work within the quantitative investment team of Mediolanum which manages a range of strategies across different regions, sectors and style focuses. This will be an integral role within the team focusing on the production of investment research, portfolio optimisation and risk management, applied to both traditional and alternative data. The role will be instrumental in the research, development, and continuous improvement of the firm’s existing strategies as well as in development of new ones. On a day-to-day basis you will contribute towards investment discussions and be actively involved in the portfolio management process of our quantitative portfolios. Duties: Portfolio management of funds in line with mandates and strategy objectives; portfolio construction, optimisation & rebalancing Lead research into quantitative studies with the aim of improving strategy returns Develop & Improve models employing a range of financial techniques and data Assist with the development of the team’s quantitative infrastructure & research tools Qualifications & Experience: This role is open to applicants with 5+ years of relevant experience Advanced degree (3rd level and/or postgraduate) in a technical discipline such as quantitative finance, statistics, computer science, mathematics, physics, or engineering Demonstratable experience of implementing ideas in practice with knowledge and/or exposure to various asset classes such as Equities, Fixed Income, FX Coding: experience of coding with Python, Matlab, R or similar Data: experience working with financial data such as company fundamentals, market data, sentiment, etc. Knowledge of relational databases such as Snowflake, MS-SQL a plus Team player and ability to effectively communicate quantitative topics and concepts #J-18808-Ljbffr
Please carefully read our GDPR Privacy Notice by clicking HERE if you are a direct applicant or HERE if you are an agency submitting an application on behalf of an applicant. As part of submitting your application, you will be asked to provide your acknowledgement to our Privacy Notice. Selecting 'No' will remove all your personal data from our system and we will be unable to proceed any further with your application. Vacancy Name: Senior Portfolio Manager Employment Type: Full-Time Location: [Location] Role Profile: We have an opening for Senior Portfolio Manager in the Multi-Manager Team at Mediolanum. The successful candidate will be part of a team covering Fixed Income, Equity, and Multi Asset, with a deep knowledge of Fixed Income required due to the focus of the role. This opportunity involves managing fund of funds, and you will be expected to manage portfolios to generate extra return in line with our client objectives. Our investment process relies heavily on risk management and portfolio construction; therefore, a background in both areas is highly appreciated. The Investment Team is expanding at Mediolanum, resulting in a thriving environment for career progression. We are looking for an enthusiastic candidate with the right growing mindset of investing in each other and ourselves to be able to compete in a dynamic and changing environment. Duties: Portfolio Construction: Construct and manage a portfolio of investments that aligns with the client’s strategy. Market Analysis: Analyze market trends and economic conditions to identify investment opportunities and risks. Client Communication: Effectively communicate investment strategies and portfolio performance to clients. Compliance: Maintain compliance with industry rules and regulations. Support the fund research team to identify opportunities across asset classes. Develop quantitative techniques that support investment decisions. Performance Review: Regularly review the portfolio’s performance and constantly research for improvements. Develop models to identify the factors that drive performance and enhance it; seek new ways of constructing portfolios and challenging investment ideas. Ad hoc projects as required. Skills & Competencies: Excellent analytical skills, knowledge of numerical & quantitative research techniques. Strong organisational skills. Team player; we succeed together or we fail as one team. Programming skills desirable. Numeracy, accuracy, and attention to detail are prerequisites, along with the ability to work to deadlines in a team-based environment. Strong analytical and communication skills (both oral & written). Advanced knowledge of Microsoft Word, Excel, and PowerPoint required. Knowledge of Bloomberg PORT, Morningstar, Style Analytics, Python, Factset is an advantage. Qualifications & Experience: Minimum of 7 years’ experience in asset management (Fixed Income and/or FoF preferred). Experience in fund of funds portfolio management. Economics or Quantitative related University Degree. CFA qualification is advantageous. #J-18808-Ljbffr
Please carefully read our GDPR Privacy Notice by clicking HERE if you are a direct applicant or HERE if you are an agency submitting an application on behalf of an applicant. As part of submitting your application, you will be asked to provide your acknowledgement to our Privacy Notice. Selecting 'No' will remove all your personal data from our system and we will be unable to proceed any further with your application. Vacancy Name: Trader Employment Type: Full-Time Location: [Location] Role Profile: Mediolanum International Funds have an exciting position available within their Trading team. The desk is a multi-asset trading desk executing across a range of asset classes for UCITs funds. The successful candidate will be part of a dynamic team, working in a fast-paced environment, gaining exposure right across the asset management business. They will create strong relationships with the wider Investment team and contribute to the overall success of the firm. Duties: Multi Asset Trade Execution across fixed income, credit, cash equities, ETFs, FX and derivatives. Executing regular fund of fund rebalancing trades designed to remedy market drift and migrate portfolios back to target. Develop complex trading plans to facilitate portfolio implementation and manage the execution of same. Involved in idea generation, pricing and close out of Structured Products for the Insurance business. Maintaining relationships and open communication with brokers to obtain trade flow information to assist with best execution for trades executed for relevant sub-funds. Communicating market information with the Portfolio Managers and the wider Investment team across asset classes. Manage Transitions using an appointed Transition Manager. Monitoring actual asset allocation of existing products to ensure compliance with UCITS notices, prospectus limits, internal investment guidelines and model portfolios advised by Investment Management department. Review the daily funds cash-flow process taking appropriate actions as required e.g. advising flows to segregated managers, subscribing/redeeming units from fund of funds’ portfolios, adjusting cash management balances etc. Day to day cash management for funds and Dublin operating companies, investing in line with the company’s Credit Risk Policy. Preparation of monthly and ad hoc reports. Involved in projects as required. Assist in the enhancement of processes where there is scope. Skills & Competencies: Ability to perform under pressure and within tight deadlines. Numeracy, accuracy, and attention to detail essential. Ability to communicate information precisely (both orally & written). Be highly motivated with a desire for success. Ability to work on own initiative whilst also being a strong team player within the Trading Team and wider business. Ability to identify issues and develop solutions as part of your day-to-day role. Competent Excel, with programming skills an advantage. Qualifications & Experience: An honours’ graduate (Finance, Maths, Economics or other numerate disciplines). At least 5 years trade execution experience. Experience working with Derivatives, OTCs and Structured Products. Detailed knowledge of financial markets, ideally including Fixed Income, Equities, FX, derivatives, structured products and ETF/Mutual Funds. Experience working in an Asset Management company preferably but not a pre-requisite. #J-18808-Ljbffr
Please carefully read our GDPR Privacy Notice by clicking HERE if you are a direct applicant or HERE if you are an agency submitting an application on behalf of an applicant. As part of submitting your application, you will be asked to provide your acknowledgement to our Privacy Notice. Selecting 'No' will remove all your personal data from our system and we will be unable to proceed any further with your application. Full details of the job: Vacancy Name: Employment Type: Full-Time Location: Role Profile: As part of the Risk team, the Enterprise Risk Manager will support the Head of Risk in the monitoring of the financial risk of the company, the capital adequacy and the implementation of the full Risk Framework. The Enterprise Risk Manager will maintain the risk framework, including the Risk register, and the relevant risk policies up to date based on the most accurate industry standards. Anticipating relevant new regulations and emerging risks, the role holder will play an active role in identifying, assessing and mitigating business risks. Focusing on relevant CBI and CSSF regulatory requirements, they will improve the quality and the transparency of the risk monitoring. They will have to interact with wider Mediolanum Group risk teams and with the senior management team across the business to promote risk culture and best-in-class risk processes. The role holder will be expected to generate ideas and use their experience and knowledge to inspire change in a dynamic environment that encourages innovation and creativity. Their commitment to providing relevant committees and the board with an overview of risk requirements and an in-depth analysis of the risk framework will be essential. Duties: Supporting the Head of Risk in designing and delivery of a comprehensive embedded Risk framework. Oversight and maintenance of key Risk documents including Risk Framework, Risk Appetite, Risk Management Process and Risk Registers. Delivering ICAAP and COREP processes and capital adequacy monitoring on a monthly basis. Maintain and develop the risk register based on a comprehensive list of relevant key risk indicators, taking into account emerging risks, business strategy, external and regulatory requirements. Contributing to the management of the regulatory risk and key company risk exposure analysis including credit, liquidity, market and investment risks. Preparation and co-ordination of materials for committees and the Board. Responsibility for delivery of risk reporting within the Risk function: Regulatory risk reporting focus for UCITS and AIFs under management, and for the Management Company, ensuring risk are effectively managed and monitored. Delivering clear regulatory risk reporting for multiple stakeholders within the risk and investment teams and the board. Credit risk monitoring and credit analysis on treasury counterparts, mainly banks and major financial institution. Other financial risk reporting to support regulatory reporting requirements and ad hoc request from Group, ECB, CBI or CSSF (FDI, annual financial statements). Collaborating across the Company to deliver robust risk insights and outcomes. Participate in various key Risk team projects to support these implementations and liaise with the project team. Skills & Competencies: Analytical skills required, and ability to present and communicate positions coherently. Ability to lead the development of the function across the business and to work collaboratively with other business owners and across the Group. Highly organised individual who can self-manage multiple priorities, routine work and resolve issues as they arise in a pro-active and timely manner. Attention to Detail in all aspects of work and relationships. Ability to work independently on large projects which are key to the development/progression of the overall Risk Team. Project management skills and experience of risk projects including data focused projects. Developing and managing stakeholder relationships both internally and externally. Excel proficiency a minimum requirement. Excellent verbal, written and numeric skills. Qualifications & Experience: Bachelor’s degree in finance or a related discipline, with Financial Risk Management being an advantage. Minimum of 5 years’ work experience in a financial services environment in a risk management area. Understanding of risk management techniques and approaches in an asset management company and fund management environment. Awareness of financial services products across several strategies and regulations (including CRD / UCITS / AIFMD / MIFID). #J-18808-Ljbffr
Please carefully read our GDPR Privacy Notice by clicking HERE if you are a direct applicant or HERE if you are an agency submitting an application on behalf of an applicant. As part of submitting your application, you will be asked to provide your acknowledgement to our Privacy Notice. Selecting 'No' will remove all your personal data from our system and we will be unable to proceed any further with your application. 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. #J-18808-Ljbffr
