Junior Financial Analyst managing client registrations and credit routines at a leading B2B electrical materials distributor. Ensuring compliance and supporting risk assessments in Campinas, Brazil.
About the role
- Associate Director managing investment oversight for Waystone, focusing on client portfolio performance and market analysis in financial services.
Responsibilities
- Analysing the investment process and performance of Waystone’s client portfolios for the Management Company (both UCITS and AIFMD)
- Tracking developments in markets to understand the implications for Waystone’s UCITS and AIFMD fund ranges incorporating equity, fixed income, private credit, balanced funds, hedge fund and private equity strategies
- Reviewing fund-related reports provided by Investment Managers and Administrators and Depositaries
- Drafting documentation for monthly review by Waystone’s Investment Oversight Committee
- Acting as a member of the Waystone’s Investment Oversight Committee
- Participating in regular calls with world-leading Investment Managers
- Preparing/reviewing investment commentary and performance reports for Fund Boards
- Undertaking research across a variety of investment fund topics as requested by Senior Management
- Evaluating new fund proposals and highlighting the key factors to be considered or amended when deciding whether these funds should be approved
- Line management duties such as performance reviews, monitoring and checking other work output
Requirements
- 8+ years of experience in the fund management / ManCo / Investment/Asset management industry
- Working knowledge of Private Equity and Private Credit is desirable
- A high level of proficiency with Microsoft applications including Excel, PowerPoint and Word is required
- Clarity of analysis and of expression, both written and oral
- Excellent research skills and attention to detail
- A commitment to on-going professional and personal development
- Experience with Bloomberg, MSCI BarraOne, RiskMetrics, R, Python or similar would be beneficial
- Understanding of ESG in the context of investment will be favorably considered
- Experienced within a variety of investment asset classes
- Knowledge of CP86, UCITS & AIFS, European/Central Bank of Ireland fund regulations is desirable
- A degree plus a professional qualification (finance/CFA charter holder or candidate/CAIA)
Benefits
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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