Fineco Asset Management DAC is proud to be an Equal Opportunity Employer. We are committed to enforcing non-discrimination of candidates based on their religion, race, ethnicity, age, gender (including pregnancy and gender identity) disability, sexual orientation, civil or family status, or for being a member of the Traveller community. We embrace and celebrate diversity in our workforce, and we are committed to creating an inclusive environment for all of our employees.
The Investment Analyst supports the management and development of the Structured Fund portfolio through rigorous analysis, disciplined reporting, and effective cross-functional collaboration. The role requires strong analytical capabilities, attention to detail, and the ability to operate independently within a fast-paced investment environment. The analyst also contributes to process enhancement initiatives and supports sales with data-driven insights.
Main Responsibilities:
Portfolio Management & Trade Implementation
- Execute weekly trade building and implementation activities within the Structured Fund portfolio.
- Support ongoing monitoring of positions and ensure alignment with portfolio objectives.
Reporting & Performance Monitoring
- Produce monthly reporting on fund positioning, performance trends, and key portfolio metrics.
- Ensure accuracy, completeness, and consistency across all reporting outputs.
Fund Launch & Operational Support
- Coordinate internal and external stakeholders throughout fund launch processes.
- Support day-to-day activities related to ongoing fund operations.
Cross-Functional Collaboration
- Work with teams on documentation for fund launches, investment committees, and board meetings.
- Ensure timely preparation of materials and support decision-making processes.
Process & Workflow Enhancement
- Contribute to continuous improvement initiatives across portfolio management workflows.
- Identify opportunities to streamline processes and enhance operational efficiency.
Sales & Client-Related Support
- Respond to requests from the sales team related to fund performance, portfolio data, and product characteristics.
- Prepare accurate information to support client interactions and presentations.
Key requirements:
Experience & Background
- Experience in asset management, structured products, or investment operations.
- Comfortable with quantitative analysis and financial data handling.
Core Competencies
- Ability to work independently and collaboratively across departments.
- Strong communication skills, including preparation of materials for senior audiences.
- High attention to detail and disciplined approach to data accuracy.
- Strong interest in financial markets and investment products.
Skills Framework
- Investment Management Experience: 2+ years (preferred)
- Derivatives Knowledge: Basic
- Analytical Skills: Strong
- Attention to Detail: Strong
- Passion for Financial Markets: Essential
- Self-Starter / Initiative: Essential
What we offer:
- Growth Opportunities: Unlock your potential with career growth and professional development paths.
- Innovative Team: Be part of a dynamic and innovative team environment.
- Collaborative Culture: Thrive in a collaborative company culture that values your contributions.
- Generous Time Off: Enjoy 25 days of holidays to relax and recharge.
- Hybrid Working: Benefit from a flexible hybrid working policy, 3 days in the office, 2 days flexibility to be remote.
- Health and Dental: Comprehensive Healthcare and Dental coverage for your well-being.
- Perks and Programs: Access to TaxSaver, Bike to Work scheme, educational sponsorship opportunities, and professional memberships.
- Discretionary bonus: Opportunity to earn a performance based discretionary bonus
