Analysing the investment process and performance of Waystones 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, balanced funds, hedge fund, private equity and private debt strategies
Reviewing fund-related reports provided by Investment Managers, Administrators and Depositaries
Drafting documentation for monthly review by 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

A third level degree
A professional qualification (finance/accounting /CFA charter holder or candidate/CAIA)
4+ years of experience in the fund management / ManCo / Investment/Asset management industry
Experience analysing the investment performance of client portfolios for a Management Company (both UCITS and AIFMD)
Experienced within a variety of investment asset classes
Knowledge of CP86, UCITS & AIFS, European/Central Bank of Ireland fund regulations is desirable
Understanding of ESG in the context of investment will be favorably considered
A high level of proficiency with Microsoft applications including Excel, PowerPoint and Word
Experience with Bloomberg, MSCI Sustainability systems, RiskMetrics, R, Python or similar would be beneficial
Clarity of analysis and of expression, both written and oral
A commitment to on-going professional and personal development
Excellent research skills and attention to detail.

Manager – Investment Management Oversight

Key skills