Requirements
The ideal person will have a good understanding of all of the major asset classes (as well as preferably alternative asset classes) and be comfortable engaging with fellow team members and portfolio managers on a regular basis to discuss market developments, understand fund performance, and decipher product strategy
They should be able to determine that portfolios are managed in line with the approved investment approach, build and maintain the infrastructure to monitor same on a regular basis, and report to interested parties such as internal colleagues, the Board, and regulators, in order to explain and give assurances regarding the portfolio management process
A good understanding of ESG and its role in the Investment process as well as a knowledge of ESG regulatory developments would also be preferred
Requisite Skills: Communication, Investment Management, Quantitative Analysis
Additional Skills: Environmental Social And Governance (ESG), Microsoft Excel
What the job involves
Position Title: Investment Oversight Analyst - Associate Director
Corporate Title: Associate Director
We are looking for an Investment Analyst to assist with the oversight of the investments team and their regulatory obligations based out of our Dublin office
This role will focus on investment oversight/ management of the Barings International Fund Managers Ireland (BIFMI) contracted business, incorporating all funds and managed accounts
As of December 31st, ****, BIFMI's Assets under management amount to approx.
$48.4bn invested across 86 separate funds
The role is to work with the designated investment management person under CP86, who is responsible for monitoring investment performance and investment processes, supporting strategic projects from an investment perspective and providing investment management information to the broader group
The Investment Oversight function is a team of three and the successful candidate will be a key member of the team supporting, developing, and taking a lead in core team activities
You'll contribute to the strengthening of investment processes, research and control framework within the region, including enhancing and developing reports/outputs of the Investment Oversight team
Support and ultimately take the lead on Investment oversight activities with regards specific asset classes and funds
Oversee certain delegeted portfolio management activity from the region and develop management information and surveillance in accordance with this responsibility
Serve as support and/or escalation point for investments on all matters that could have an adverse impact on the company, its clients and its relationshiops with regulators
Foster adherence to local regulatory requirements such as CP86
Monitor investment processes with a view to proposing improvements and enhancements
For new funds, help determine appropriate fund specs/investment guidelines
Participate in ad hoc performance reviews of the full product range as required for internal committees, boards, etc. and support/lead the team activities in their interaction with investment teams, client portfolio managers and product managers to co-ordinate and produce clear messaging on performance, processs, and strategy
Be comfortable working with risk management colleagues to address all significant investment risks to which funds are exposed to, including market risk, liquidity risk, counterparty risk, and leverage
Quantitative data – take ownership of and develop the quantitative data that the team produce with regards funds.
Working knowledge of Power BI, Aladdin, and Bloomberg would be preferred
Maintain and develop the company's ESG due diligence process as well as managing the ongoing ESG oversight of the Investment manager
#J-*****-Ljbffr