Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Чётко очерченная роль аналитика в крупной финансовой компании даёт широкий опыт в инвестиционном контроле и корпоративном управлении, а также доступ к обучению; без указанной зарплаты сложнее оценить условия оплаты.
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Зарплата не указанаПонятные задачиШирокий круг контактовПоддержка развития
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Asset Wealth Management Operations - Investment Management Oversight Analyst (Investment Management): Monitoring delegated portfolio managers and assessing performance, investment risks, mandate adherence, controls, and regulatory expectations with an accent on quantitative analysis, due diligence, and governance reporting. Focus on challenging delegates, identifying and escalating material issues, tracking remediation, and evaluating investment oversight readiness for new products and material fund changes.
hirify.global is a global investment banking, securities and investment management firm founded in 1869, headquartered in New York with offices worldwide.
What you will do
Analyse portfolio performance, risk indicators, investment guideline adherence, and investment-process outcomes across the fund range.
Perform periodic, thematic, initial, and ongoing due diligence reviews of internal and external portfolio management delegates.
Assess liquidity, leverage, concentration, derivatives, counterparty, sustainability, best execution, valuation, securities financing, collateral, and breach-related risks.
Challenge delegates on exceptions, adverse trends, control weaknesses, conflicts of interest, sub-delegation risks, and reporting quality.
Maintain oversight plans, risk assessments, due diligence records, issues, and remediation actions through closure.
Prepare governance reporting, conclusions, recommendations, escalations, and assessments for senior management, committees, the Board, new products, and material fund changes.
Requirements
Bachelor’s degree or equivalent practical experience.
At least one year of experience in financial services, asset management, investment risk, compliance, audit, fund governance, or a related control function.
Ability to analyse performance, risk, and portfolio data and translate complex information into concise governance reporting.
Ability to build effective relationships and provide constructive challenge to delegates and senior stakeholders.
Strong judgement, attention to detail, and ability to identify issues, escalate concerns, and follow remediation through to completion.
Strong organisational, business writing, communication, and time-management skills.
Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced and dynamic environment.
Nice to have
Knowledge of UCITS and/or alternative investment fund structures and management-company oversight of delegated portfolio management.
Understanding of investment products, portfolio-management concepts, and relevant investment risks.
Advanced Excel and PowerPoint skills; exposure to data visualisation, reporting automation, or portfolio analytics tools.
Experience in a control-focused role or front-office environment.
CFA qualification, progress toward the qualification, or willingness to undertake relevant professional development.
Culture & Benefits
Training and development opportunities and firmwide professional networks.
Benefits, wellness, personal finance, and mindfulness programmes.
Commitment to diversity, inclusion, equal opportunity, and reasonable accommodations during recruitment.
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