Equity Fund Selection Analyst

  • 100k + Bonus
  • Dublin, Leinster, Ireland
  • Permanent, Full time
  • Aperture Partners
  • 05 Dec 17 2017-12-05

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 8 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 €100k with other competitive benefits including a bonus.

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