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Produce scheduled and adhoc reporting relating to the portfolios and strategies managed
Daily & Monthly review of portfolio information from the Fund Administrator and Investment Manager
Ownership for managing designated projects to completion, this involves significant engagement with internal groups located in multiple regions
Engage with internal groups including but not limited to Portfolio Managers, Middle Office, Accounting, Client Reporting, Client Coverage, Risk & Guideline Oversight and Legal & Compliance to distribute and receive information in respect of the portfolios managed
Collaboration with aforementioned internal groups on the preparation of due diligence materials
University degree in Economics/Finance/Business
1-2 years' experience in an investment management firm or relevant experience in a Fund Administration/Depositary role is an advantage.
Ability to engage at all levels, to address complex topics, to conduct meetings in a structured manner and to minute and circulate follow-up actions
Excellent Microsoft Excel and PowerPoint skills
Experience in engaging with a broad range of stakeholders to achieve positive outcomes
Knowledge of the portfolio management process and core activities within investment management
The Bottom Line
If this job posting seems different from those of our competitors, it's because our clients really are different: it's not just a slogan or a mantra. We are out to change an industry by building a better mousetrap. No tricks, no games, just top-tier candidates and excellent service to our clients. To do that, we need to hire the best of the best. So, what are you waiting for? Apply now!
For a confidential discussion about this role, or to discuss similar opportunities in the investment management sector, please call Sean Sweeney at Paragon Executive Intelligence on +353 (0)1 8746770.
Internal Number: 6301539
About Paragon Executive
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