Analyst in middle-office (Controlling of Investment Funds)

Focus of work: wide spectrum of “steep learning curve” tasks connected with analysis of strategically managed sophisticated investment portfolio, preparation of materials and regular internal reporting

Main Responsibilities:

• Monitoring and analysis of the major global economy indicators (macro analysis), capital markets and single asset classes
• Analysis of investment proposals for an Investment Committee, crafting and preparing materials, presentations, notes
• Design optimization and preparation of weekly/monthly reports
• Collection and analysis of monthly reports on current investment portfolio constituents from counterparties and investment managers
• Reconciliation of performance numbers with investment fund managers, Treasury and back-office in due course preparation of monthly and quarterly reports
• Communication with consultants, bankers and investment fund managers (mostly in English)

REQUIREMENTS

Education:

• Higher with focus on Economics or/and Science
• GPA of 4.5 or higher
• Globally recognized designation (CFA, CIPM, CAIA and etc.) is a big plus

Knowledge and Skills:

• Ability  to perform difficult calculations, good knowledge of Math
• High literacy in MS Excel, experienced Bloomberg user
• Different financial instruments, their risks and advantages
• Core statistical metrics used in performance evaluation of investment strategies
• Ability to analyze management and financial reports
• Good English (both oral and written)
• Ability or willingness to use Python is a plus

Working Experience:

• Previous analytical experience with investment funds, family offices, financial institutions
• Good understanding of fixed income, equities and hedge funds
• Experience in departments overseeing and analyzing Capital Markets is a plus

Personal Merits:

• Strong analytical skills with clear merit of diligence
• Ability to critically treat information while staying unbiased
• Efficiency in reporting to different target audiences both in written and oral language
• Positive, open-minded and communicative person
• Self-starter motivated from within
• Ability to prioritize and manage time when having parallel tasks
• Addiction to education and self-improvement