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

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)

Associate Director – Investment Management Oversight

Key skills