Fund Management Analyst

About the role

As a Fund Management Analyst, you will be responsible for supporting the investment team in managing and analyzing various funds. This includes monitoring fund performance, preparing reports, and collaborating with other departments to ensure compliance with regulatory requirements.

Responsibilities

• Monitor and analyze fund performance using financial models and industry benchmarks.
• Prepare detailed reports on fund performance and market trends for senior management.
• Collaborate with legal and compliance teams to ensure all activities comply with relevant regulations.
• Support the development and implementation of investment strategies.
• Conduct research on new investment opportunities and evaluate their potential impact on portfolio performance.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• 2+ years of experience in a similar role or in finance.
• Strong analytical skills with proficiency in Excel and financial modeling software.
• Experience with financial reporting and regulatory compliance.
• Excellent communication and interpersonal skills.

Qualifications

• Knowledge of financial markets and investment products.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite.

Skills

• Advanced Excel skills including pivot tables, macros, and VBA.
• Experience with Bloomberg Terminal or similar financial analysis tools.
• Strong understanding of financial statements and accounting principles.
• Ability to manage multiple tasks and meet deadlines.

Benefits

• Competitive salary commensurate with experience.
• Flexible work schedule with options for remote work.
• Health insurance coverage.
• 401(k) retirement plan with company match.
• Professional development opportunities.

Pay

The base salary range for this position is $75,000 - $95,000 annually, depending on experience and qualifications.

Schedule

This role offers a hybrid schedule, combining both remote and in-office work.