Head of Performance

Head of Performance

The responsibilities of the successful candidate will be varied, interesting and challenging. The team leader will be required to oversee the functioning of the team, implementing processes, improving technology, and mentoring team members.

The Role:

• Leading and mentoring a team of analysts
• Providing industry knowledge to improve the analytical processes of measuring performance attribution. 
• Monitoring and attributing the performance & risk of mutual funds against peer competitor funds, as well as market benchmarks. 
• Analysing and effectively communicating the drivers of this performance to the investment team, product teams & board of directors. 
• Monitoring all products and managers in respect of the investment guidelines in terms of investable universe, restrictions and performance & risk standards. 
• Preparing investment performance reports for their Boards of Directors. 
• Supporting the Investment Committee’s evaluations and decisions with ad hoc investment analysis related to the current or prospective products. 

The Candidate:

• A good knowledge of equities, fixed income and mutual funds. Understanding of requirements under different regulatory regimes, including Solvency II, UCITS & MIFID 
• Experience with one or more of Bloomberg PORT, Style Research, Morningstar or MYSIS Fusion Invest is a distinct advantage. 
• A working knowledge of SQL or Business Intelligence tools such as Cognos or Qlik is an advantage. 
• Bachelor’s degree in finance or a related discipline, with a CFA charter holder or progress towards CFA being an advantage. 
• Excellent knowledge of Microsoft Office suite of products, but in particular Excel.
• 10+ years’ experience providing portfolio analysis & support directly to front office investment personnel, preferably at an asset manager. 
• Demonstrable experience; including asset allocation, performance measurement & attribution & risk analysis.
• Familiar with Solvency II, UCITS & MIFID & Knowledge of Bloomberg PORT, Style Research, Morningstar or MYSIS Fusion Invest.

Interested applicants should contact Michael Costello for a confidential discussion on 01 6610444 or email mcostello(@)lincoln.ie