Senior Performance Analyst
Mediolanum Asset Management Limited
Dublin, Ireland
6d ago

Role Profile

The Performance, Monitoring & Control (PMC) team is a critical part of the investment team at Mediolanum. 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 as well as the business as a whole.

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 as well as exposure to scripted languages and data science the ability to expand upon their knowledge of the investment industry, and develop a thorough understanding of how a large asset manager operates.Duties

  • Monitoring and attributing the performance & risk of mutual funds and insurance products managed by Mediolanum against peer competitor funds.
  • 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 our 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.
  • Working with the team to enhance, rationalize reports as required. Ensuring our processes are robust by reviewing and updating procedures, ensuring appropriate controls are used, developing relevant KPIs, and cross-
  • training with other analysts where needed.

  • Working with our colleagues in IT to drive efficiencies in processes and analysis production.
  • Managing Strategic asset allocation changes to ensure suitability, cost minimisation & implementation.
  • Maintenance of data in relation to funds managed by Mediolanum Irish Operations and methods of Peer comparison.
  • Thorough & robust testing and trialling of new systems.
  • Developing and maintaining relationships with our various supplier firmsSkills & Competencies
  • The ability to interact with all stakeholders to ensure efficient delivery of business requests.
  • Knowledge or experience with scripted languages and data science exposure.Qualifications & Experience
  • 6 - 9 years’ experience providing portfolio analysis & support directly to front office investment personnel, preferably at an asset manager.
  • Experience in mentoring or managing colleagues.
  • A working knowledge of SQL or Business Intelligence tools such as Cognos or Qlik is an advantage.
  • 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.
  • Bachelor’s degree in finance or a related discipline, with a CFA charter holder or progress towards CFA being an advantage.
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