Investment Associate - Portfolio Oversight

This is an exciting opportunity for a Portfolio Oversight professional join a market leading investment team within their Dublin operation.

Core responsibilities will include:

  • Review fund-related reports provided by Investment Managers, Administrators and Depositaries
  • Track developments in markets to understand the implications for UCITS and non-UCITS incorporating equity, fixed income, balanced funds and hedge fund strategies
  • Analyse the investment performance of client portfolios
  • Draft documentation for monthly review by the Investment Committee
  • Participate in regular calls with Investment Managers
  • Evaluate new fund proposals and highlight factors to be considered when deciding whether these funds should be approved
  • Adhoc market research across a variety of fund management areas.

The successful candidate will possess:

  • Two years' plus relevant experience in the finance/funds/investment management industry
  • Degree and professional qualification (finance / accounting / CFA charterholder or candidate)
  • Strong proficiency with Microsoft applications including Excel, Powerpoint, experience with Bloomberg, RiskMetrics or similar systems would be beneficial.
  • Analytical ability and strong communication skills, written and oral
  • Committed, professional and a team player

The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.

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