Portfolio Analyst
il y a 4 jours
Waystone is looking for a **Portfolio Analyst** to join the Investment Oversight team
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Primary focus:
- Oversight of the delegate investment managers, for all types of funds:
- Identifies and monitors the funds' investment strategies;
- Develops a clear understanding of the portfolios composition and evolution;
- Performs oversight reviews and documents them through the Company’s platforms;
- Works with internal and external stakeholders to ensure high data quality and compliance.
Secondary focus:
- Portfolio Management support tasks:
- Places trades for Portfolio Management mandates and services;
- Performs regulatory reporting and controls (major holdings, );
- Works on ad-hoc analyses and research.
**REQUIREMENTS**
**Experience**:
- 2-3 years’ experience in the financial industry, ideally in funds or asset management
- At ease with a client-driven environment combined with a need for technical and regulatory research
- English speaker
**Education**:
- Master or University Degree in Finance or Economics
- CFA is a strong asse
**WHAT CAN WE OFFER ?**
- A highly supportive team environment.
- Competitive salary and benefits.
- Summer Friday’s - an opportunity to take one half day off per month in the summer months.
- WFH policy - 3 days in the office/2 days from home
Within our growing Group, this is a role where you can prove yourself and build a long-term career. We offer a competitive package and a friendly environment, where you will join a competent, dynamic and multicultural team.
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