Investment Operations Associate - 24 Month FTC

Mediolanum International - Ireland; Dublin; On-site; EUR 42,000 - 60,000; Full time

Job summary

Mediolanum International - Ireland is seeking an Investment Operations Associate on a 24-month fixed term to support day-to-day coordination within the Investment team.

The role offers exposure to multiple internal departments and to leading managers across asset classes. Candidates should have 2-3 years in financial services, strong numeracy and IT skills, and the ability to work under pressure in a fast-paced environment.

Qualifications

• 2-3 years experience in financial services.
• Good knowledge of mutual fund landscape and insurance industry is advantageous.
• Numeracy, accuracy and attention to detail essential.
• Advanced MS Office and PowerBI an advantage.

Responsibilities

• Coordinating onboarding of investment mandates and target funds, ensuring tasks meet launch date.
• Drafting Investment guidelines with portfolio managers/external delegate managers.
• Preparation for and management of monthly Investment Committee meetings, minutes and actions.
• Processing Investment team purchase orders, invoice management and control.
• Point of contact for third-party services, managing requests and assisting with negotiations.
• Managing research providers and assisting in budgeting for research.
• Problem solving on operational issues with internal teams, delegates and service providers.
• Project management across internal/external teams and ad hoc investments projects.
• Mentor interns and transition year students on work experience as required.
• Delegate and target fund data analysis, optimisation and budget calculations.

Skills

Numeracy

Attention to detail

Work under pressure

Advanced Microsoft Office skills

PowerBI

Tools

Microsoft Office

PowerBI

Job description

We have an excellent opportunity for a financial services professional to join our Investment Team as an Investment Operations Associate on a 24 month fixed term basis.

The team are responsible for the day-to-day coordination within the Investment department of ongoing projects as well coordinating the team’s monthly deliverables. We are looking for a driven candidate with experience in asset management or financial services to join an expanding team in a fast-paced environment.

The role will provide the successful candidate with extensive exposure across multiple internal departments, and to the workings and decision making within the Investment team, as well as direct exposure to the world’s leading managers across multiple asset classes.

Principal Duties of the position, including but not limited to:

• Coordinating the onboarding of investment mandates and target funds, ensuring all participants complete tasks by launch date.
• Drafting of Investment guidelines in conjunction with portfolio managers / external delegate managers.
• Preparation for and management of monthly Investment Committee meetings, collation and distribution of documentation, drafting minutes, ensuring actions are addressed.
• Processing the Investment team purchase orders, invoice management and control.
• Point of contact for a selection of third-party services providers, managing service requests, assisting with commercial negotiations and service provider revenue control.
• Managing research providers and assisting in preparation of research budget.
• Problem solving/ issue resolution on operational issues requiring engagement with internal teams, delegate managers and service providers.
• Project management, liaising with internal departments and externals as needed.
• Ad hoc projects for Investments Department.
• As required, manage interns and transition year students on work experience.
• Additional tasks as required such as delegate and target fund data analysis and optimisation, presentations to external and internal audiences, process and procedure improvements, budget calculations etc.

Skills and Competencies:

• Ability to perform under pressure and within tight deadlines with accuracy
• Numeracy, accuracy and attention to detail essential
• Advanced Microsoft office skills, PowerBI skills an advantage
• Good grasp of technology.

Qualifications and Experience:

• 2-3 years experience in financial services.
• Good knowledge of mutual fund landscape and insurance industry is advantageous.