The role involves analyzing investment processes, performance evaluation of client portfolios, and preparing reports while managing oversight activities and team performance.
Waystone leads the way in specialist services for the asset management industry.
Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide.
With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn.
Role and Responsibilities:
- Analysing the investment process and performance of Waystone’s client portfolios for the Management Company (both UCITS and AIFMD).
- Tracking developments in markets to understand the implications for Waystone’s UCITS and AIFMD fund ranges incorporating equity, fixed income, private credit, balanced funds, hedge fund and private equity strategies.
- Reviewing fund-related reports provided by Investment Managers and Administrators and Depositaries.
- Drafting documentation for monthly review by Waystone’s Investment Oversight Committee.
- Acting as a member of the Waystone’s Investment Oversight Committee
- Participating in regular calls with world-leading Investment Managers.
- Preparing/reviewing investment commentary and performance reports for Fund Boards.
- Undertaking research across a variety of investment fund topics as requested by Senior Management.
- Evaluating new fund proposals and highlighting the key factors to be considered or amended when deciding whether these funds should be approved.
- Line management duties such as performance reviews, monitoring and checking other work output
Experience:
- Working knowledge of Private Equity and Private Credit is desirable.
- A high level of proficiency with Microsoft applications including Excel, PowerPoint and Word is required.
- Clarity of analysis and of expression, both written and oral.
- Excellent research skills and attention to detail.
- A commitment to on-going professional and personal development.
- Experience with Bloomberg, MSCI BarraOne, RiskMetrics, R, Python or similar would be beneficial.
- Understanding of ESG in the context of investment will be favorably considered.
- Experienced within a variety of investment asset classes. Knowledge of CP86, UCITS & AIFS, European/Central Bank of Ireland fund regulations is desirable.
- 8+ years of experience in the fund management / ManCo / Investment/Asset management industry.
Education:
- A degree plus a professional qualification (finance/CFA charter holder or candidate/CAIA)· Experience analysing the investment performance of client portfolios for a Management Company (both UCITS and AIFMD) and/or experience of fund performance measurement and attribution is an advantage
Top Skills
Bloomberg
Excel
Microsoft Powerpoint
Microsoft Word
Msci Barraone
Python
R
Riskmetrics
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