Job Details

Senior Equity Fund Selection Analyst
 

Our client an international Asset Manager are looking to appoint a Senior Equity Fund Selection Analyst to join their expanding Investment Department. 

The preferable candidate is someone with fund research experience gained across one or several asset classes, with a focus on equity research. The Analyst will have responsibility for developing and maintain 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 portfolio managers to identify the best fund ideas according to the company fund selection process.

Responsibilities:

• To take the lead in creating buy lists across allocated equity fund research areas
• To maintain strong knowledge of allocated peer categories as defined by Morningstar, to understanding industry positioning across the sector
• To constantly update the buy list and recommend funds for removal or addition according to our monitoring process including the creation of a “bench” of potential managers
• To mentor other team members and take on management responsibilities
• To contribute to ongoing enhancement of the fund selection and monitoring process
• To meet with external fund managers to develop qualitative view and deepen understanding of the investment approach
• To share with the wider investment team, research into active manager trends and highlighting key strategic papers of leading asset managers
• Presenting to the Investment Committee; providing regular report and making proposals as required

Requirement:

• Minimum 5 years relevant experience
• Track record of selecting outperforming managers with a focus on Equity
• Good and demonstrated appreciation of quantitative analysis particularly in the area of fund selection
• CFA qualification advantageous or studying towards obtaining this
• Strong knowledge and experience of fund research
• Strong knowledge of asset classes such as; (equities, fixed income, alternatives)
• Advanced knowledge of Microsoft Word, Excel, and PowerPoint required
• Knowledge of Bloomberg and Morningstar an advantage

This is a permanent contract offering c€70,000 with other competitive benefits including a bonus.

For further information on this role, please contact Rory McCormick on 01 9053 503 or apply directly online.