Senior Performance Analyst

  • Competitive
  • Dublin, Leinster, Ireland
  • Permanent, Full time
  • Mediolanum Asset Management Limited (MAML)
  • 23 Aug 18

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. 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:

  • Team member:
    • Provide support to the Performance, Monitoring & Control manager in running the team, developing and implementing team objectives.
    • Providing guidance, mentorship and subject matter expertise to the junior performance analyst. Setting monthly performance goals and conducting 30x30 performance appraisal discussions.
  • Performance Analytics:
    • Analysing and effectively communicating the drivers of this performance to the investment team, product teams & board of directors.
    • Monitoring and attributing the performance & risk of mutual funds and insurance products managed by Mediolanum Asset Management against peer competitor funds, as well as market benchmarks.
    • Managing benchmark changes to ensure suitability, cost minimisation & implementation.
  • Monitoring:
    • Monitoring all products and managers in respect of the investment guidelines in terms of investable universe, restrictions and performance & risk standards.
  • Portfolio analytics:
    • Supporting other units in providing the necessary information to complete products fact sheets (including comments, asset allocation, and duration information).
    • Supporting the Investment Committee’s evaluations and decisions with ad hoc investment analysis related to the current or prospective products.
  • Development and projects:
    • 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.
    • Maintenance of data in relation to funds managed by Mediolanum Asset Management, as well as benchmarks associated with those processes.
    • Thorough & robust testing and trialling of new systems.
    • Developing and maintaining relationships with our various supplier firms.

The Ideal Candidate will have;

  • 7-10 years’ experience providing portfolio analysis & support directly to front office investment personnel, preferably at an asset manager.
  • Bachelor’s degree in finance or a related discipline, with a CFA charter holder or progress towards CFA being an advantage.
  • Demonstrable experience; including asset allocation, performance measurement & attribution & risk analysis.
  • 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 scripted languages like R, Python on top of SQL is crucial.