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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and quantitative skills in the funds industry, with a focus on performance monitoring, risk calculations, and effective communication across teams. Proficient in MS Excel and capable of synthesizing information to support internal clients and product development.
Highest-signal resume keywords
Funds Industry ExperienceQuantitative AnalysisMS Excel ProficiencyPerformance MonitoringRegulatory Risk Calculations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quantitative AnalysisPerformance MonitoringRisk CalculationsData AnalysisFund Data Familiarity
Soft Skills
Effective CommunicationAttention to DetailCritical ThinkingRelationship BuildingAbility to Work Under Pressure
Certifications & Qualifications
Third Level Qualification in Finance/Business
Industry Keywords
Investment FundsPerformance AttributionSRRIPRIIPSPortfolio Management
About the role
Key responsibilities & impact- Oversee distribution of performance and ex post risk to the business
- Monitor daily alerts for fund performance and benchmarks
- Analyse and query anomalies with source teams and portfolio managers
- Provide consultation to internal clients from Investments and Sales
- Facilitate broad queries across teams
- Assist with setting up new products
- Run SRRI and PRIIPS regulatory risk calculations
- Work with the global products team to ensure accurate performance and risk figures are available for new products
- Monitor and support performance contribution and attribution for external clients
- Collaborate with departments across risk, reporting, sales, investments, management, Data and IT
- Ensure prompt and accurate calculation of official performance for portfolios under scope
Requirements
What you’ll need- At least 2 years’ experience in the Funds industry
- Experience in a role with a quantitative element
- Familiarity with investment funds, product types and fund data
- Third level qualification in Finance/Business related discipline
- Strong analytical/quantitative skills
- Strong MS Excel skills
- Ability to work under pressure and deal with urgent requests
- Ability to think critically and synthesize information from multiple sources
- Ability to communicate effectively with clients and across all employee levels
- Good attention to detail
- Efficient approach to addressing queries
- Ability to build productive, helpful relationships with partner teams
Benefits
Comp & perks- Flexible work options
- Mentorship
- Opportunity for cross-functional and geographical internal mobility
- Development programmes
- Employee networks, including Women’s Network, Charity Committee and Mental Health Champions
- Tools and support to help balance professional and personal life
- Competitive and comprehensive benefits package
