Associate Director managing investment oversight for Waystone, focusing on client portfolio performance and market analysis in financial services.
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
Requirements
8+ years of experience in the fund management / ManCo / Investment/Asset management industry
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
A degree plus a professional qualification (finance/CFA charter holder or candidate/CAIA)
Benefits
Professional development opportunities
Job title
Associate Director – Investment Management Oversight
Financial Services Consultant role at Euromonitor in Dubai. Delivering insightful research and strategic analysis for top - tier clients in the financial sector.
Commercial Finance Lead at Knauf managing financial performance across multiple regions and ensuring alignment with company goals. Drive initiatives for business growth and process improvement in a family - owned company.
Financial Analyst role providing financial expertise, overseeing month - end close and collaborating with ET Directors. Focus on spending decisions and business case development.
Bilingual Financial Wellbeing Coach providing coaching to small business owners in Sacramento. Facilitating workshops and connecting clients with resources for sustainable growth.
Financial Wellbeing Coach at Operation HOPE providing personalized guidance on homeownership. Helping clients navigate the process and ensuring compliance with HUD guidelines.
Financial Wellbeing Coach at Operation HOPE empowering individuals through financial literacy education and resources. Leading workshops and providing personalized coaching for financial wellbeing with a nonprofit focus.
Budget Analyst managing financial responsibilities at Protection Strategies, Inc. Focused on tracking expenditures and working closely with leadership on budget administration.
Finance Manager leading the Finance function at Kraft Heinz. Focused on delivering financial metrics and driving performance within the Ireland business unit.