Senior Operational Due Diligence analyst

Employer
MFEX France
Location
Paris, France
Salary
n/a
Posted
15 Nov 2022
Closes
06 Dec 2022
Ref
17073062
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
The Company is headquartered in Stockholm and has offices in Umea, Paris, Luxembourg, London, Geneva, Zurich, Milan, Madrid, Milan, Singapore, Hong Kong, and Kuala Lumpur.
MFEX was founded over 20 years ago and is now active in 52 countries on 5 continents with more than 350 employees.
The company is divided into four main business areas:
1. Trading and custody,
2. Distribution agreement and rebate collection,
3. Data and fund information,
4. Due Diligence / AML & KYC (Global Fund Watch)

ODDS is a department of MFEX by EUROCLEAR, the leading fund distribution platform.

With more than 10 years track record in delivering reports on asset managers' operational capacities, ODDS is a highly respected fund investment service, it has a strong reputation for delivering high quality reports to the clients and has achieved excellent results over the years.

Today, the team is looking for a senior analyst in order to strengthen its capacity as well as facing the growing development of the department.

SKILLS AND EXPERIENCE REQUIRED

Our dynamic team is looking for
  • High caliber academics (Finance / investment related preferable) with knowledge of asset management / instruments / portfolio theory/performance attribution)
  • CFA qualification or minimum level 2 would be a plus
  • Minimum 5 years' relevant experience in a related role is a requirement (i.e. investment / portfolio analysis / manager due diligence / Strategy consulting or Big4 within a Financial Services practice ,) with qualitative and quantitative analysis
  • Have worked on manager due diligence, held manager meetings;
  • Excellent literacy and writing skills are required;
  • Strong understanding of fundamental investment (ratios/statistics/analytics e.g. P/E, P/B, ROE, DCF, liquidity analysis);
  • An understanding of investment styles would be a plus;
  • Working experience of Morningstar and Bloomberg would be preferable;
  • High degree of computer literacy, and strong Excel skills;
  • Self-motivated, able to work independently and use initiative;

THE ROLE

The emphasis of this role is on researching and analyzing high caliber Fund Managers' operational capabilities across different regions in order to recommend them and supports investment manager research.
The role reports to the Global Head of ODDS with strong liaison with the other analysts and regular contacts with clients (fund distributors and institutional investors).
  • You will provide analytical input to the analyst team by quantitative and qualitatively analyzing operational processes , enhancing and developing research tools, procedures, and initiatives.
  • You will generate and maintain ODD reports on asset managers.
  • You must understand investment driven philosophy and requirements to fully appreciate the barriers a investment manager has to overcome to make its way onto the short-list of recommended managers.
  • Seek out and research any potential sources of news in order to maintain a high level of service. This will include constructing and maintaining a network of relevant contacts within the investment industry as a basis for high quality referrals and primary research, as well as on going monitoring of research information sources.
  • Drive the due diligence on identified managers. This will include gathering qualitative and quantitative data, including operational compliance due diligence, performing detailed analysis, assessing the consistency with the manager's approach, preparing and presenting analysis /meeting papers prior to client meetings, attending client meetings, etc. and attending meetings with managers.
  • Accurately document and record all aspects of the due diligence process according to the firm's requirements, and deliver high quality dossiers for listed managers in line with review standards and document decisions relating to why managers are "validated" and why they are "rejected".
  • Actively and efficiently liaise with investment manager and overall supporting research activities
  • Prepare recommendations to the clients.
  • Assisting in other duties as may be reasonably required when needed
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