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.