Key skills
Analytics
About this role
Role Overview
- Support the Investment Risk function through risk reporting and oversight for regulated funds.
- Risk reporting for ManCo clients, including calculation of market risk analytics and monitoring of investment compliance limits.
- Reviewing fund-related reports provided by Investment Managers.
- Performing due diligence on Investment Managers as part of client acceptance process.
- Analysing the key risk indicators of Waystone ’s client portfolios.
- Preparing regulatory reports such as Annex IV.
- Conducting liquidity stress testing in accordance with each fund’s policy.
- Preparing risk reporting for monthly review by Waystone ’s Risk Committee.
- Presenting risk analysis at external fund board meetings.
Requirements
- A minimum of a 3rd level Degree in Finance, Business or similar field is required.
- A Master’s Degree in a Finance or Mathematical field or a related professional qualification would be desirable but is not a requirement.
- Minimum of six years’ experience in the finance/funds/investment management industry (or equivalent)
- A degree plus a professional qualification (accounting / FRM/ CFA charterholder or candidate)
- Strong knowledge of AIFMD or UCITS regulations
- A high level of proficiency with Microsoft applications including Excel, Powerpoint and Word is required while experience in Bloomberg or similar systems would be beneficial
- Clarity of analysis and of expression, both written and oral
- A commitment to on-going professional and personal development.