Investment Analytics Intern (6 Months)

Full Time
Dublin, County Dublin
Posted
Job description

Employment Type

Full-Time

Location


Role Profile

The Investment Analytics and Reporting team is a critical part of the investment team at Mediolanum. The investment analytics intern will assist in providing information about portfolio past performance and expected returns. The team (part of the larger Investment team) supports portfolio managers with portfolio insight, research team with fund and peer insight, and the management with portfolio oversight information. It also contributes to regulatory reporting. The company is undergoing expansion and the successful candidate will help create processes that will deliver data and information in digestible and easy-to-consume way. Emphasis is on the overall user experience and the ability of each user to consume large amounts of useful and impactful information on the fly and with ease, trough visual aids. The ultimate goal of the organisation is for this team to transfer its analytics to a business intelligence (BI) application.



The role will require the successful candidate to analyse performance across equity, fixed income, and multi-asset products. The work will include regular tasks, ad hoc requests, as well as larger projects Although this is not an IT role, the ability to manage data and deliver information via programming/scripted languages is necessary. Previous experience in that respect will be a distinctive advantage. The individual will also need to be able to understand the requirements of different stakeholders and translate these into clear deliverables.

Duties

  • Monitoring and attributing the performance and risk of mutual funds and insurance products managed by Mediolanum against peer competitor funds and internal references;

  • Analysing and effectively communicating the drivers of this performance to the different stakeholders;

  • Working with the Head of the team to enhance the existing and build new reports;

  • Providing information for product factsheets (comments, asset allocation, and duration information);

  • Supporting the Investment Committee’s evaluations and decisions with ad hoc investment analysis related to the current or prospective products;

  • Ensuring our processes are robust by reviewing and updating the procedures, ensuring appropriate controls are used, developing relevant KPIs, and cross-training with other analysts where needed;

  • Working with our colleagues in IT to drive efficiencies in processes and production;

  • Managing Strategic asset allocation changes to ensure suitability, cost minimisation & implementation;

  • Data maintenance and analysis;

  • Assisting the Head of Performance in delivering business-intelligence based solutions;

  • Developing and maintaining relationships with our various supplier firms.

  • Skills & Competencies


    Qualifications & Experience

  • Interest in finance and reasonable understanding of financial markets and the main asset classes;

  • The ability to interact with all stakeholders to ensure efficient delivery of business requests;

  • A working knowledge of scripted/programming languages (eg, SQL, R) would be very useful;

  • Experience with two or more of these providers: Bloomberg PORT, Style Research, Morningstar, MSCI ESG; MYSIS Fusion Invest is a distinct advantage;

  • Bachelor’s degree in finance, maths, economics or a related discipline, with a completed IMC.

  • Applications Close Date

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