The Performance, Monitoring & Control (PMC) team is a critical part of the investment team. The performance analyst will work within a team of analysts primarily focused on providing support to a team of traders, portfolio managers & fund selection personnel.
The responsibilities of the successful candidate will be varied, interesting and challenging. The working environment is dynamic and would afford an ambitious person with a background in a finance related discipline the ability to expand upon their knowledge of the investment industry, and develop a thorough understanding of how a large asset manager operates.
Duties and responsibilities will include, but will not be limited to the following:
- Monitoring and attributing the performance & risk of mutual funds and insurance products managed by the Investment team against peer competitor funds, as well as market benchmarks.
- Analysing and effectively communicating the drivers of this performance to the investment team, product teams & board of directors.
- Monitoring all products and managers in respect of the investment guidelines in terms of investable universe, restrictions and performance & risk standards.
- Supporting distributors in providing the necessary information to complete products fact sheets (including comments, asset allocation, and duration information).
- Preparing investment performance reports for their Boards of Directors.
- Supporting the Investment Committee’s evaluations and decisions with ad hoc investment analysis related to the current or prospective products.
The Ideal Candidate will have;
- 6 – 9 years’ experience providing portfolio analysis & support directly to front office investment personnel, preferably at an asset manager.
- Demonstrable experience; including asset allocation, performance measurement & attribution & risk analysis.
- Knowledge of financial markets and portfolio matters will be a distinctive advantage.
- A good knowledge of equities, fixed income and mutual funds. Understanding of requirements under different regulatory regimes, including Solvency II, UCITS & MIFID
- Experience with one or more of Bloomberg PORT, Style Research, Morningstar or MYSIS Fusion Invest is a distinct advantage.
- A working knowledge of SQL or Business Intelligence tools such as Cognos or Qlik is an advantage.
- Knowledge or experience with scripted languages and data science exposure
- Bachelor’s degree in finance or a related discipline, with a CFA charter holder or progress towards CFA being an advantage.
Please note: If you are an EU/EEA national, you will be asked to show proof of right to work in Ireland e.g. showing your employer a copy of your passport.
If you are a non-EU/EEA national, you will require current and valid permission to work and reside in the Republic of Ireland. Information on legislation and guides to the procedures in relation to obtaining Green Card Permits, Work Permits, Spousal/Dependent Permits is available on the Department of Jobs, Enterprise, and Innovation website.