Senior Investment Analyst

Senior Investment Analyst

Fineco Asset Management DAC (Fineco AM) is a Dublin based Asset Management Company, and a subsidiary of FinecoBank S.p.A. (FinecoBank). FinecoBank (Fineco) is a leading European bank with a 20-year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop solution which includes trading, investment and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs, from trading listed and OTC products to investment products such as mutual funds and ETF.

Fineco AM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS \& AIFM Management Company with a MIFID top up, and it currently has approximately €39bn in assets under management. Fineco AM is a competence centre- specialised in the management of fund-of-funds, single strategy funds, as well as Structured Solutions Funds. In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are also performed locally.

The company started with 5 employees and has experienced strong and consistent growth, with a current headcount of approximately 90 FTEs.

Currently Fineco AM manages 3 UCITS Umbrella Funds 1 in Luxembourg and 2 in Ireland.

The Role:

Reporting to the Head of Fund Solutions, you will join an analytical, curious and collaborative investment team. Key focus is to develop, share and debate investment ideas in order to deliver investment performance across the fund of funds for the benefit of clients. Leverage off your extensive investment knowledge, market analysis and fund research skills achieve positive results. You will be able to monitor your ideas and assess the effect on client portfolios through the company's data analytics. You will need to be a self-starter, who enjoys building positive working relationships.

Main Responsibilities:

• Work in collaboration with portfolio managers in the day-to-day management of the fund of funds to deliver positive investment results for fund of funds and end clients.
• Assist with tasks related to fund selection and the evaluation of managers in addition to asset allocation and portfolio construction.
• Effective planning and implementation of trades.
• Conduct due diligence for the funds, both operational and investment, with assistance from wider team.
• Liaise with external fund manager to complete and assess due diligence questionnaires and other relevant due diligence and monitoring activities.
• Help with regular reporting tasks when required, positioning, performance etc.
• Work with other teams to help with the collation and preparation of documentation for fund launches, investment committees and board meetings.
• Work with the wider investment team and alongside other departments to develop processes and ensure operational excellence.
• Contribute towards the continuing development of the company by participating in projects, fund launches, committees and other activities as requested from time to time.
• Build relationships and rapport across the firm and represent the company and its investment team and investment process externally where appropriate.

Key requirements:

• 4 years+ experience as investment analyst or investment management role
• Someone who is passionate and curious about financial markets and investments.
• Be a self-starter who is able to take initiative and operate successfully on an independent basis.
• Be a committed team player.
• High attention to detail
• Educated to university level and CFA desirable.
• Basic knowledge of Bloomberg, Morningstar and Factset is a plus.
• Advanced Excel and strong technical skills.

What we offer:

• Growth Opportunities: Unlock your potential with career growth and professional development paths.
• Innovative Team: Be part of a dynamic and innovative team environment.
• Collaborative Culture: Thrive in a collaborative company culture that values your contributions.
• Generous Time Off: Enjoy 25 days of holidays to relax and recharge.
• Hybrid Working: Benefit from a flexible hybrid working policy, 3 days in the office, 2 days flexibility to be remote.
• Health and Dental: Comprehensive Healthcare and Dental coverage for your well-being.
• Perks and Programs: Access to TaxSaver, Bike to Work scheme, educational sponsorship opportunities, and professional memberships.
• Discretionary bonus: Opportunity to earn a performance based discretionary bonus

Fineco Asset Management DAC is proud to be an Equal Opportunity Employer:

We are committed to enforcing non-discrimination of candidates based on their religion, race, ethnicity, age, gender (including pregnancy and gender identity) disability, sexual orientation, civil or family status, or for being a member of the Traveller community. We embrace and celebrate diversity in our workforce, and we are committed to creating an inclusive environment for all of our employees.

Equal Opportunity Employer (EOE) Statement:

The Fineco Group is proud to be an Equal Opportunity Employer and is committed to creating a working environment that is safe and inclusive, based on mutual respect and valuing every kind of diversity, offering equal work opportunities.