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 Permanent 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
Job Details: Deputy Investment Chief Operations Officer 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: Deputy Investment Chief Operations Officer Employment Type: Permanent Location: [Insert Location] Role Profile: We are searching for an ambitious and experienced leader to step into a high-impact role. Join our expanding team as the Deputy Investment COO and play a crucial role in managing the operational aspects of our investment team, consisting of approximately 70 professionals. The Investment Operations function ensures the effective management of the Trading, Product Specialist, Investment Analytics, and Investment Automation teams. Responsibilities include managing headcount, budgets, onboarding, and ensuring new platforms are fit for purpose while improving the efficiencies of controls and investment processes. Duties: Directly manage the Investment Operations Support team, with potential to manage other teams based on areas of expertise. Support the Investment COO with the effective management of the Investment operations function including trading, product specialist, portfolio analytics, and Investment analytics automation. Act as Deputy to the COO, stepping into key stakeholder meetings in their absence, including Senior management team meetings. Manage and coach the investment operations support team, conducting performance reviews in line with Mediolanum processes. Oversee delegate onboarding, maintain delegate manager relationships, service and research providers maintenance as well as coordinating new Terms of Business across multiple funds for target fund investments. Draft and coordinate the onboarding of investment mandates. Assist the Investment COO with managing headcount, budgeting, onboarding, the introduction of new platforms and seek to improve process efficiencies. Oversee revenue management, project management, securities lending programme, proxy voting, as well as costs and fees of external managers and providers. Drive change across the investment team to achieve operational efficiency and knowledge. Ensure all procedures across the investment team are correct and up to date. Chair the Investment IT working group. Document and enhance the investment workflow. Undertake ad-hoc requests from the COO, supporting deliverables and reports in a timely manner. Conduct research to remain up to date with the Market knowledge and lifecycles. Skills & Competencies: Strong knowledge of mutual fund landscape and insurance industry. Investment management expertise. Understanding of operational workflow within Asset management. Proven leadership skills and experience coaching and managing a team. Project management capabilities. Ability to perform under pressure and within tight deadlines with accuracy. Excellent numeracy, accuracy, and attention to detail. Strong communication skills, both oral and written. Good negotiation skills and a personable demeanor. Advanced Microsoft office skills. Familiarity with technology, experience with Salesforce advantageous. Qualifications & Experience: 10+ years in a relevant management role in financial services. Experience in an Asset Manager/ Investments. Bachelor’s Honours Degree in a relevant field. Further asset management qualifications (CFA) advantageous. #J-18808-Ljbffr
Job Details: Deputy Head of Manager Research 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: Deputy Head of Manager Research Employment Type: Permanent Location: [Location] Role Profile: We currently have an opening for a Deputy Head of Manager Research to join our Manager Research and Selection team at Mediolanum. The successful candidate will have responsibility for developing and maintaining a buy list of funds used to support the creation of a broad range of fund-of-fund portfolios. The role also involves working closely with fund-of-fund 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. We are looking for someone with fund research experience gained across one or several asset classes, with a focus on equity and/or fixed income research. Duties: Responsible for the identification and selection of equity and/or fixed income managers for addition to the buy list. Responsible for supervising selected 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. Share with the wider investment team, research into active manager trends and highlight key strategic papers of leading asset managers. Mentor other team members with scope to take on management responsibilities when required. Maintain and develop our manager research database and records. Work collegiately with the team across other asset classes as required. Support compliance, regulatory and legal functions as the need arises. Ad hoc projects as required. Skills & Competencies: A strong interest in investment markets and a high degree of proactivity. Sophisticated knowledge of Microsoft Word, Excel, and PowerPoint required. Knowledge of Bloomberg, FactSet, Morningstar Direct and Style Analytics is an advantage. Qualifications & Experience: Minimum 10 years relevant work experience within the investment industry. Relevant 3rd level qualification. CFA qualification or equivalent. Track record of selecting outperforming managers with a focus on equity or fixed income. Experience in coaching or mentoring a team is an advantage. 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 particularly to senior stakeholders / an Investment Committee. #J-18808-Ljbffr
