Waystone

Associate Director – Investment Management Oversight

Waystone

full-time

Posted on:

Location Type: Hybrid

Location: Dublin • Ireland

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Senior

Tech Stack

Python

About the role

  • 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

Requirements

  • 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)
Benefits
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment analysisperformance evaluationfund managementprivate equityprivate creditresearch skillsESG understandingasset class knowledgefinancial analysisdocumentation drafting
Soft Skills
clarity of analysiswritten communicationoral communicationattention to detailcommitment to developmentteam collaborationleadershipperformance reviewmonitoringchecking work output
Certifications
CFACAIAfinance degree